2023 Form 5500 filing — Janotta & Herner, Inc. Employee Stock Ownership Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010140009NAL0011549667002) for Janotta & Herner, Inc. Employee Stock Ownership Plan And Trust, reported by Jhi Group Inc. under EIN 34-0894044 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140009NAL0011549667002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jhi Group Inc.
- EIN
- 34-0894044
- Plan number
- 002
- Location
- Monroeville, OH
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,547,209
- Total liabilities (EOY)
- $63,729
- Net assets (EOY)
- $31,483,480
- Employer contributions
- $2,000,000
- Total income / additions
- $6,902,623
- Benefits paid
- $1,174,758
- Administrative expenses
- $101,695
- Total expenses
- $1,276,453
- Net increase / (decrease)
- $5,626,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co., L.P. | INVESTMENT MANAGEMENT | $37,965 | not reported in the loaded dataset |
| Payne Nickles & Company | AUDITOR | $27,400 | not reported in the loaded dataset |
| Zabarsky & Associates, LLC | RECORDKEEPER | $14,416 | not reported in the loaded dataset |
| Management Planning, Inc. | VALUATION ADVISOR | $12,159 | not reported in the loaded dataset |
| Mills, Potoczak & Company | TRUSTEE | $9,070 | not reported in the loaded dataset |