Original filing (PDF)20250818210708NAL0003160226001

DANIEL J. CARUSO, M.D., P.A.

Name: DANIEL J. CARUSO, M.D., P.A. — DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN, Form 5500 (2024)
Creator: DANIEL J. CARUSO, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANIEL J. CARUSO, M.D., P.A..

Plan sponsor

Name

DANIEL J. CARUSO, M.D., P.A.

EIN

80-0626861

Address

221 GREENWICH CIRCLE · SUITE 107 · JUPITER, FL · 33458

Phone

(561) 746-9227

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

FAISAL BUKHARI, M.D., S.C.

FAISAL BUKHARI, M.D., S.C. DEFINED BENEFIT PENSION PLAN & TRUST

$2.8M · 4 participants

JIFFRY MEDICAL CORPORATION

JIFFRY MEDICAL CORPORATION PROFIT SHARING PLAN

$2.8M · 4 participants

PATRICIA SCHMOKE, MD, PA

PATRICIA SCHMOKE, MD, PA 401(K) PROFIT SHARING PLAN

$2.8M · 5 participants

SHARI D. COHEN, INC.

SHARI D. COHEN, INC. 401(K) PROFIT SHARING PLAN

$2.8M · 2 participants

SOUTHERN CALIFORNIA ELECTROPHYSIOLOGY ASSOCIATES, INC.