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CARRIER GROUP 401(K) PLAN 401k Plan overview

Plan NameCARRIER GROUP 401(K) PLAN
Plan identification number 001

CARRIER GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='204445613' AND PlanID='001'

401k Sponsoring company profile

MANAGEMENT BY CARRIER, INC. has sponsored the creation of one or more 401k plans.

Company Name:MANAGEMENT BY CARRIER, INC.
Employer identification number (EIN):204445613
NAIC Classification:541600

Additional information about MANAGEMENT BY CARRIER, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-02-27
Company Identification Number: 0800619670
Legal Registered Office Address: 608 ROLLINGBROOK DR

BAYTOWN
United States of America (USA)
77521

More information about MANAGEMENT BY CARRIER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARRIER GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANTHONY EDMONDS2024-10-15
0012022-01-01ANTHONY EDMONDS2023-10-13
0012021-01-01ANTHONY EDMONDS2022-10-17
0012020-01-01ANTHONY EDMONDS2021-10-13
0012019-01-01ANTHONY EDMONDS2020-10-14
0012018-01-01ANTHONY EDMONDS2019-10-14
0012017-01-01ANTHONY EDMONDS2018-10-15

Financial Data on CARRIER GROUP 401(K) PLAN

Measure Date Value
2025 : CARRIER GROUP 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1469355
Net assets as of the end of the plan year2025-10-141191731
Total assets as of the beginning of the plan year2025-10-141032796
Value of plan covered by a fidelity bond2025-10-14100000
Participant contributions to plan in this plan year2025-10-14112364
Value of participant loans at end of plan year2025-10-1475220
Other income to plan in this plan year2025-10-14115926
Plan net income in this plan year2025-10-14158935
Net assets as of the end of the plan year2025-10-141191731
Net assets as of the beginning of the plan year2025-10-141032796
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1413571
2024 : CARRIER GROUP 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-15100081
Net assets as of the end of the plan year2024-10-151032796
Total assets as of the beginning of the plan year2024-10-15875201
Value of plan covered by a fidelity bond2024-10-15100000
Participant contributions to plan in this plan year2024-10-15100903
Value of participant loans at end of plan year2024-10-155514
Other contributions to plan in this plan year2024-10-1516976
Other income to plan in this plan year2024-10-15139797
Plan net income in this plan year2024-10-15157595
Net assets as of the end of the plan year2024-10-151032796
Net assets as of the beginning of the plan year2024-10-15875201
Fees paid to broker by Benefit Provider2024-10-1542
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1511564

Potentially related plans

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