Monroeville, OH Form 5500 retirement and benefit plan filings

City Form 5500 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, Monroeville, OH has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $56,365,360 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$56,365,360
Total reported liabilities (EOY)
$63,729
Total reported net assets (EOY)
$56,301,631

Contributions & income

Employer contributions
$2,590,001
Participant contributions
$1,047,828
Total income / additions
$11,979,431

Expenses & distributions

Benefits paid / distributions
$1,887,904
Total expenses
$2,004,539
Net increase / (decrease)
$9,974,892

Coverage

Total reported participants
579
Plans with financial statements
2
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monroeville, OH plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Monroeville, OH
PlanSponsorReported assets (EOY)Year
Janotta & Herner, Inc. Employee Stock Ownership Plan And TrustJhi Group Inc.$31,547,2092023
Jhi Group Inc. Incentive Savings PlanJhi Group Inc.$24,818,1512023
Jhi Group Inc. Flexible Benefits PlanJhi Group Inc.not reported in the loaded dataset2023

Related Form 5500 pages