401k Plan data: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN plan

LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN
Plan identification number	004

LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LENOX WEALTH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: LENOX WEALTH MANAGEMENT, INC.

Employer identification number (EIN): 311445959

NAIC Classification: 522120
NAIC Description: Savings Institutions

Additional information about LENOX WEALTH MANAGEMENT, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1995-07-24

Company Identification Number: 911991

Legal Registered Office Address: 255 E FIFTH ST
STE 2400
CINCINNATI
United States of America (USA)
45202

More information about LENOX WEALTH MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01
004 2013-01-01

Plan Statistics for LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN

Measure Date Value
2022: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-03-29 348,169
Acturial value of plan assets 2022-03-29 348,169
Funding target for retired participants and beneficiaries receiving payment 2022-03-29 0
Number of terminated vested participants 2022-03-29 0
Fundng target for terminated vested participants 2022-03-29 0
Active participant vested funding target 2022-03-29 337,656
Number of active participants 2022-03-29 2
Total funding liabilities for active participants 2022-03-29 337,656
Total participant count 2022-03-29 2
Total funding target for all participants 2022-03-29 337,656
Balance at beginning of prior year after applicable adjustments 2022-03-29 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-03-29 13,542
Carryover balanced portion elected for use to offset prior years funding requirement 2022-03-29 0
Prefunding balanced used to offset prior years funding requirement 2022-03-29 0
Amount remaining of carryover balance 2022-03-29 0
Amount remaining of prefunding balance 2022-03-29 13,542
Present value of excess contributions 2022-03-29 161,471
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-03-29 170,320
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-03-29 0
Reductions in caryover balances due to elections or deemed elections 2022-03-29 0
Reductions in prefunding balances due to elections or deemed elections 2022-03-29 14,043
Balance of carryovers at beginning of current year 2022-03-29 0
Balance of prefunding at beginning of current year 2022-03-29 0
Total employer contributions 2022-03-29 0
Total employee contributions 2022-03-29 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-03-29 0
Contributions made to avoid restrictions adjusted to valuation date 2022-03-29 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-03-29 0
Unpaid minimum required contributions for all prior years 2022-03-29 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-03-29 0
Remaining amount of unpaid minimum required contributions 2022-03-29 0
Minimum required contributions for current year target normal cost 2022-03-29 0
Net shortfall amortization installment of oustanding balance 2022-03-29 0
Waiver amortization installment 2022-03-29 0
Total funding amount beforereflecting carryover/prefunding balances 2022-03-29 0
Additional cash requirement 2022-03-29 0
Contributions allocatedtoward minimum required contributions for current year 2022-03-29 0
Unpaid minimum required contributions for current year 2022-03-29 0
Unpaid minimum required contributions for all years 2022-03-29 0
2021: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 786,204
Acturial value of plan assets 2021-12-31 786,204
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 838,504
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 838,504
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 838,504
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 16,277
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 16,277
Present value of excess contributions 2021-12-31 282,678
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 296,784
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 13,542
Total employer contributions 2021-12-31 182,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 172,322
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 65,842
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 10,851
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 10,851
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 172,322
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,968,115
Acturial value of plan assets 2020-12-31 3,968,115
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 2,505,525
Number of active participants 2020-12-31 12
Total funding liabilities for active participants 2020-12-31 2,505,525
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 2,505,525
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 13,050
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 13,050
Present value of excess contributions 2020-12-31 378,370
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 398,878
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 16,277
Total employer contributions 2020-12-31 302,987
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 282,678
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 425,561
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 282,678
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,850,521
Acturial value of plan assets 2019-12-31 2,850,521
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 2,033,101
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 2,033,101
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 2,033,101
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 12,838
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 12,838
Present value of excess contributions 2019-12-31 375,446
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 393,880
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 13,050
Total employer contributions 2019-12-31 405,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 378,370
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 407,912
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 378,370
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,404,022
Acturial value of plan assets 2018-12-31 2,404,022
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,613,692
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 1,613,692
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 1,613,692
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 11,341
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 11,341
Present value of excess contributions 2018-12-31 561,591
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 587,256
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 12,838
Total employer contributions 2018-12-31 405,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 375,446
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 400,885
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 375,446
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,594,978
Acturial value of plan assets 2017-12-31 1,594,978
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,123,924
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 1,123,924
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 1,123,924
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 9,583
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 9,583
Present value of excess contributions 2017-12-31 346,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 362,337
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 11,341
Total employer contributions 2017-12-31 600,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 561,591
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 380,433
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 561,591
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 948,407
Acturial value of plan assets 2016-12-31 948,407
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 690,661
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 690,661
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 690,661
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 10,484
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 10,484
Present value of excess contributions 2016-12-31 299,914
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 314,070
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 9,583
Total employer contributions 2016-12-31 470,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 440,576
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 341,773
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 93,610
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 93,610
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 440,576
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-03-29	348,169
Acturial value of plan assets	2022-03-29	348,169
Funding target for retired participants and beneficiaries receiving payment	2022-03-29	0
Number of terminated vested participants	2022-03-29	0
Fundng target for terminated vested participants	2022-03-29	0
Active participant vested funding target	2022-03-29	337,656
Number of active participants	2022-03-29	2
Total funding liabilities for active participants	2022-03-29	337,656
Total participant count	2022-03-29	2
Total funding target for all participants	2022-03-29	337,656
Balance at beginning of prior year after applicable adjustments	2022-03-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-03-29	13,542
Carryover balanced portion elected for use to offset prior years funding requirement	2022-03-29	0
Prefunding balanced used to offset prior years funding requirement	2022-03-29	0
Amount remaining of carryover balance	2022-03-29	0
Amount remaining of prefunding balance	2022-03-29	13,542
Present value of excess contributions	2022-03-29	161,471
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-03-29	170,320
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-03-29	0
Reductions in caryover balances due to elections or deemed elections	2022-03-29	0
Reductions in prefunding balances due to elections or deemed elections	2022-03-29	14,043
Balance of carryovers at beginning of current year	2022-03-29	0
Balance of prefunding at beginning of current year	2022-03-29	0
Total employer contributions	2022-03-29	0
Total employee contributions	2022-03-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-03-29	0
Contributions made to avoid restrictions adjusted to valuation date	2022-03-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-03-29	0
Unpaid minimum required contributions for all prior years	2022-03-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-03-29	0
Remaining amount of unpaid minimum required contributions	2022-03-29	0
Minimum required contributions for current year target normal cost	2022-03-29	0
Net shortfall amortization installment of oustanding balance	2022-03-29	0
Waiver amortization installment	2022-03-29	0
Total funding amount beforereflecting carryover/prefunding balances	2022-03-29	0
Additional cash requirement	2022-03-29	0
Contributions allocatedtoward minimum required contributions for current year	2022-03-29	0
Unpaid minimum required contributions for current year	2022-03-29	0
Unpaid minimum required contributions for all years	2022-03-29	0
2021: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	786,204
Acturial value of plan assets	2021-12-31	786,204
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	838,504
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	838,504
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	838,504
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	16,277
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	16,277
Present value of excess contributions	2021-12-31	282,678
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	296,784
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	13,542
Total employer contributions	2021-12-31	182,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	172,322
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	65,842
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	10,851
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	10,851
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	172,322
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,968,115
Acturial value of plan assets	2020-12-31	3,968,115
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	2,505,525
Number of active participants	2020-12-31	12
Total funding liabilities for active participants	2020-12-31	2,505,525
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	2,505,525
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	13,050
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	13,050
Present value of excess contributions	2020-12-31	378,370
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	398,878
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	16,277
Total employer contributions	2020-12-31	302,987
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	282,678
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	425,561
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	282,678
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,850,521
Acturial value of plan assets	2019-12-31	2,850,521
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,033,101
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	2,033,101
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	2,033,101
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	12,838
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	12,838
Present value of excess contributions	2019-12-31	375,446
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	393,880
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	13,050
Total employer contributions	2019-12-31	405,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	378,370
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	407,912
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	378,370
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,404,022
Acturial value of plan assets	2018-12-31	2,404,022
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,613,692
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	1,613,692
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	1,613,692
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	11,341
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	11,341
Present value of excess contributions	2018-12-31	561,591
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	587,256
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	12,838
Total employer contributions	2018-12-31	405,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	375,446
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	400,885
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	375,446
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,594,978
Acturial value of plan assets	2017-12-31	1,594,978
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,123,924
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	1,123,924
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	1,123,924
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	9,583
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	9,583
Present value of excess contributions	2017-12-31	346,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	362,337
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	11,341
Total employer contributions	2017-12-31	600,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	561,591
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	380,433
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	561,591
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	948,407
Acturial value of plan assets	2016-12-31	948,407
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	690,661
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	690,661
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	690,661
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	10,484
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	10,484
Present value of excess contributions	2016-12-31	299,914
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	314,070
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	9,583
Total employer contributions	2016-12-31	470,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	440,576
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	341,773
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	93,610
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	93,610
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	440,576
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LENOX WEALTH MANAGEMENT, INC.
Employer identification number (EIN):	311445959
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1995-07-24
Company Identification Number:	911991
Legal Registered Office Address:	255 E FIFTH ST STE 2400 CINCINNATI United States of America (USA) 45202

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01
004	2013-01-01