Carrier Enterprise, Llc 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2010. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Carrier Enterprise, Llc 401(k) Plan Facts (plan year 2010)

Plan name
WATSCO, INC. (2) PROFIT SHARING RETIREMENT PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARRIER ENTERPRISE, LLC
Participants
1,346 (1,343 active employees)
Former employees with a balance
90
Plan assets
$18,436,106 at Dec 31, 2010
Average account balance
$15,062 across 1,224 accounts
Employer contributions
$924,192 in plan year 2010 (8% of all contributions)
Plan year
Jan 1, 2010 – Dec 31, 2010
Plan established
Oct 1, 2009
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2010 (Jan 1, 2010 – Dec 31, 2010), filed Oct 14, 2011. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2010

  • $11.7 million went into the plan in contributions, $924,192 of it from the employer (8%).
  • $330,808 was paid out to participants.
  • Investment and other income added $2.04 million.

How the Carrier Enterprise, Llc 401(k) changed, 2009–2010

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20090$5.07 million$3.24 million$0
20101,346$18.4 million$924,192$330,808

Carrier Enterprise, Llc 401(k) Contact Information

Phone
305-714-4100
Mailing address
2665 SOUTH BAYSHORE DRIVE, SUITE 901, COCONUT GROVE FL 33133
Plan sponsor
CARRIER ENTERPRISE, LLC
Plan administrator
WATSCO, INC.
Employer identification number (EIN)
06-1519509
Plan number
001

Questions about the Carrier Enterprise, Llc 401(k)

Is the Carrier Enterprise, Llc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2010, and no later filing was found under this employer's EIN.

Does Carrier Enterprise, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2010 the employer contributed $924,192, 8% of all contributions.

Does the Carrier Enterprise, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Carrier Enterprise, Llc 401(k) plan?

1,346 participants at the start of plan year 2010, 1,343 of them active employees, and 90 former employees who still had money in the plan.

What is the average 401(k) balance at Carrier Enterprise, Llc?

About $15,062 per account: $18.4 million in plan assets across 1,224 accounts with a balance at the end of plan year 2010.

Who manages the Carrier Enterprise, Llc 401(k) accounts?

T. Rowe Price is the plan's recordkeeper, which is where participants log in to see their balance.

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