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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:
Incorporation Date:
Company Identification Number:

More information about LENOX WEALTH MANAGEMENT, INC.

The following addresses have been detected on the 401k submissions:

USA Location Address
8044 MONTGOMERY ROAD
SUITE 480
CINCINNATI
OH
452362920
Date first seen: 2011-05-09
Date last seen: 2021-06-02
USA Location Address
8044 MONTGOMERY ROAD - SUITE 170
CINCINNATI
OH
45236
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
2737 WALSH RD.
CINCINNATI
OH
45208
Date first seen: 2007-07-01
Date last seen: 2023-12-31

LENOX WEALTH MANAGEMENT, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
003LENOX WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN2011-01-01 1995-07-01
004LENOX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN2016-01-01 2013-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2022-01-10Employer Contributions $ 182,000
2022-01-10Employee Contributions $ 182,000
2020-04-16Employer Contributions $ 375,639
2020-04-16Employee Contributions $ 375,639
2020-04-07Employer Contributions $ 29,361
2020-04-07Employee Contributions $ 29,361
2018-08-13Employer Contributions $ 300,000
2018-08-13Employee Contributions $ 300,000
2018-05-08Employer Contributions $ 300,000
2018-05-08Employee Contributions $ 300,000
2017-08-15Employer Contributions $ 235,000
2017-08-15Employee Contributions $ 235,000
2017-05-15Employer Contributions $ 235,000
2017-05-15Employee Contributions $ 235,000
2016-08-10Employer Contributions $ 235,000
2016-08-10Employee Contributions $ 235,000
2016-05-20Employer Contributions $ 235,000
2016-05-20Employee Contributions $ 235,000
2015-04-30Employer Contributions $ 330,000
2015-04-30Employee Contributions $ 330,000
2014-06-18Employer Contributions $ 205,000
2014-06-18Employee Contributions $ 205,000

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