Janotta & Herner, Inc. Employee Stock Ownership Plan And Trust — 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, Janotta & Herner, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Jhi Group Inc. under EIN 34-0894044 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $31,547,209 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
- 002
- Plan type
- 2
- Location
- Monroeville, OH
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $31,547,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241010140009NAL0011549667002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,547,209
- Total liabilities (EOY)
- $63,729
- Net assets (EOY)
- $31,483,480
- Net assets (BOY)
- $25,857,310
Income & contributions
- Employer contributions
- $2,000,000
- Total contributions
- $2,000,000
- Total income / additions
- $6,902,623
Expenses & distributions
- Benefits paid
- $1,174,758
- Administrative expenses
- $101,695
- Total expenses
- $1,276,453
- Net increase / (decrease)
- $5,626,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | INVESTMENT MANAGEMENT | $37,965 | not reported in the loaded dataset | 2023 |
| Payne Nickles & Company | AUDITOR | $27,400 | not reported in the loaded dataset | 2023 |
| Zabarsky & Associates, LLC | RECORDKEEPER | $14,416 | not reported in the loaded dataset | 2023 |
| Management Planning, Inc. | VALUATION ADVISOR | $12,159 | not reported in the loaded dataset | 2023 |
| Mills, Potoczak & Company | TRUSTEE | $9,070 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jhi Group Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Monroeville, OH
- Edward D. Jones & Co., L.P. — Schedule C compensation
- Payne Nickles & Company — Schedule C compensation
- Zabarsky & Associates, LLC — Schedule C compensation
- Management Planning, Inc. — Schedule C compensation
- Mills, Potoczak & Company — Schedule C compensation