Lochinvar, Llc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2013. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Lochinvar, Llc. 401(k) Plan Facts (plan year 2013)

Plan name
LOCHINVAR PROFIT SHARING RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LOCHINVAR, LLC.
Participants
496 (465 active employees)
Former employees with a balance
34
Plan assets
$41,948,857 at Dec 31, 2013
Average account balance
$86,851 across 483 accounts
Employer contributions
$1,449,500 in plan year 2013 (52% of all contributions)
Plan year
Jan 1, 2013 – Dec 31, 2013
Plan established
Dec 1, 1986
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Dec 31, 2013), filed Jul 25, 2014. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2013

  • $2.81 million went into the plan in contributions, $1.45 million of it from the employer (52%).
  • $1.75 million was paid out to participants.
  • Investment and other income added $7.56 million.
  • Administrative expenses were $13,470, about $28 per account.

How the Lochinvar, Llc. 401(k) changed, 20092013

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009439$22.2 million$1.20 million$698,914
2010434$26.8 million$1.29 million$849,394
2011443$28.9 million$1.81 million$822,586
2012467$33.4 million$1.45 million$1.56 million
2013496$41.9 million$1.45 million$1.75 million

Lochinvar, Llc. 401(k) Contact Information

Phone
615-889-8900
Mailing address
300 MADDOX SIMPSON PARKWAY, LEBANON TN 37090
Plan sponsor
LOCHINVAR, LLC.
Employer identification number (EIN)
62-1465249
Plan number
002

Questions about the Lochinvar, Llc. 401(k)

Is the Lochinvar, Llc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2013, and no later filing was found under this employer's EIN.

Does Lochinvar, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2013 the employer contributed $1.45 million, 52% of all contributions.

Does the Lochinvar, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Lochinvar, Llc 401(k) plan?

496 participants at the start of plan year 2013, 465 of them active employees, and 34 former employees who still had money in the plan.

What is the average 401(k) balance at Lochinvar, Llc?

About $86,851 per account: $41.9 million in plan assets across 483 accounts with a balance at the end of plan year 2013.

Who manages the Lochinvar, Llc 401(k) accounts?

THE RETIREMENT PLAN COMPANY, LLC is the plan's recordkeeper, which is where participants log in to see their balance.

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