Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Watsco, Inc. Profit Sharing Retirement Plan And Trust is a benefit plan reported by Watsco, Inc. under EIN 59-0778222 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,785 participants and $493,159,782 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $493,159,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $493,159,782
- Net assets (BOY)
- $372,650,905
Income & contributions
- Employer contributions
- $9,873,403
- Participant contributions
- $35,471,400
- Total contributions
- $54,769,681
- Total income / additions
- $158,726,576
Expenses & distributions
- Benefits paid
- $38,217,699
- Administrative expenses
- $0
- Total expenses
- $38,217,699
- Net increase / (decrease)
- $120,508,877