Caruso and Company, P.A., Certified Public Accountants

Form 5500

CARUSO AND COMPANY, P.A.

629 E. Hillsboro Blvd., Deerfield Beach, FL 33441 (954) 571-2020 EIN:65-0228636 Plan Admin:Anthony Caruso

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCARUSO AND COMPANY, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,578,745 / $2,126,279	2023	CARUSO AND COMPANY, P.A. CASH BALANCE PLAN - Plan #002	3 / 3	$1,578,745 / $2,126,279
2023	Plan NameCARUSO AND COMPANY, P.A. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$209,408 / $342,202	2023	CARUSO AND COMPANY, P.A. 401(K) PLAN - Plan #001	5 / 5	$209,408 / $342,202
2022	Plan NameCARUSO AND COMPANY, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,697,838 / $1,578,745	2022	CARUSO AND COMPANY, P.A. CASH BALANCE PLAN - Plan #002	3 / 3	$1,697,838 / $1,578,745
2022	Plan NameCARUSO AND COMPANY, P.A. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$562,472 / $209,408	2022	CARUSO AND COMPANY, P.A. 401(K) PLAN - Plan #001	5 / 5	$562,472 / $209,408
2021	Plan NameCARUSO AND COMPANY, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,384,602 / $1,697,838	2021	CARUSO AND COMPANY, P.A. CASH BALANCE PLAN - Plan #002	3 / 3	$1,384,602 / $1,697,838
2021	Plan NameCARUSO AND COMPANY, P.A. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$487,183 / $562,472	2021	CARUSO AND COMPANY, P.A. 401(K) PLAN - Plan #001	5 / 5	$487,183 / $562,472
2020	Plan NameCARUSO AND COMPANY, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,128,090 / $1,384,602	2020	CARUSO AND COMPANY, P.A. CASH BALANCE PLAN - Plan #002	3 / 3	$1,128,090 / $1,384,602
2020	Plan NameCARUSO AND COMPANY, P.A. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$409,011 / $487,183	2020	CARUSO AND COMPANY, P.A. 401(K) PLAN - Plan #001	5 / 5	$409,011 / $487,183
2019	Plan NameCARUSO AND COMPANY, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$777,437 / $1,128,090	2019	CARUSO AND COMPANY, P.A. CASH BALANCE PLAN - Plan #002	3 / 3	$777,437 / $1,128,090
2019	Plan NameCARUSO AND COMPANY, P.A. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$251,550 / $409,011	2019	CARUSO AND COMPANY, P.A. 401(K) PLAN - Plan #001	5 / 5	$251,550 / $409,011