Original filing (PDF)20250929083106NAL0004913443001

JMI MANAGEMENT, INC.

Name: JMI MANAGEMENT, INC. — JMI MANAGEMENT EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JMI MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

JMI MANAGEMENT EMPLOYEES' PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JMI MANAGEMENT, INC..

Plan sponsor

Name

JMI MANAGEMENT, INC.

EIN

81-0811248

Address

5350 SOCIALVILLE-FOSTER ROAD · MASON, OH · 45040

Phone

(513) 398-5019

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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