2023 Form 5500 filing — Lennox International Inc. Merged Profit Sharing And 401(K) Retirement Plan For Salaried Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015153606NAL0016771555001) for Lennox International Inc. Merged Profit Sharing And 401(K) Retirement Plan For Salaried Employees, reported by Lennox International Inc. under EIN 42-0991521 and plan number 042. It reports 4,931 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153606NAL0016771555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lennox International Inc.
- EIN
- 42-0991521
- Plan number
- 042
- Location
- Richardson, TX
- Participants
- 4,931
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $731,563,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $731,563,645
- Employer contributions
- $19,899,459
- Participant contributions
- $31,606,868
- Total income / additions
- $174,201,536
- Benefits paid
- $70,154,358
- Administrative expenses
- $496,264
- Total expenses
- $70,659,022
- Net increase / (decrease)
- $103,542,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $287,932 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $183,782 | not reported in the loaded dataset |
| Clark,Schaefer,Hackett & Co. | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |
| Pricewaterhouse Coopers Llp | CONSULTANT | $9,550 | not reported in the loaded dataset |