Jhi Group Inc. Incentive Savings Plan — Form 5500 plan (Jhi Group 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, Jhi Group Inc. Incentive Savings Plan is a benefit plan reported by Jhi Group Inc. under EIN 34-0894044 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $24,818,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jhi Group Inc.
- EIN
- 34-0894044
- Plan number
- 001
- Plan type
- 2
- Location
- Monroeville, OH
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $24,818,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241007153008NAL0007728547002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,818,151
- Net assets (EOY)
- $24,818,151
- Net assets (BOY)
- $20,469,429
Income & contributions
- Employer contributions
- $590,001
- Participant contributions
- $1,047,828
- Total contributions
- $1,824,934
- Total income / additions
- $5,076,808
Expenses & distributions
- Benefits paid
- $713,146
- Administrative expenses
- $14,940
- Total expenses
- $728,086
- Net increase / (decrease)
- $4,348,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,483 | $0 | 2023 |
| Zabarsky & Associates, LLC | CONTRACT ADMIN | $2,178 | not reported in the loaded dataset | 2023 |