Lennox International Inc. Merged Profit Sharing And 401(K) Retirement Plan For Salaried Employees — Form 5500 plan (Lennox International Inc.)
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, Lennox International Inc. Merged Profit Sharing And 401(K) Retirement Plan For Salaried Employees is a benefit plan reported by Lennox International Inc. under EIN 42-0991521 and plan number 042. The latest loaded filing year is 2023. The filing reports 4,931 participants and $731,563,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lennox International Inc.
- EIN
- 42-0991521
- Plan number
- 042
- Plan type
- 2
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 4,931
- End-of-year plan assets
- $731,563,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,931 | H, C | 20241015153606NAL0016771555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $731,563,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $731,563,645
- Net assets (BOY)
- $626,457,584
Income & contributions
- Employer contributions
- $19,899,459
- Participant contributions
- $31,606,868
- Total contributions
- $53,970,735
- Total income / additions
- $174,201,536
Expenses & distributions
- Benefits paid
- $70,154,358
- Administrative expenses
- $496,264
- Total expenses
- $70,659,022
- Net increase / (decrease)
- $103,542,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $287,932 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $183,782 | not reported in the loaded dataset | 2023 |
| Clark,Schaefer,Hackett & Co. | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Pricewaterhouse Coopers Llp | CONSULTANT | $9,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lennox International Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Clark,Schaefer,Hackett & Co. — Schedule C compensation
- Pricewaterhouse Coopers Llp — Schedule C compensation