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JEO, INC. — JEO EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250729130353NAL0005921106001
JEO, INC.
Form 5500
FILING_RECEIVED
JEO EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
278
Accounts w/ balance
286
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEO, INC.
.
Find decision makers
Plan sponsor
Name
JEO, INC.
EIN
81-5000855
Address
1937 NORTH CHESTNUT STREET · WAHOO, NE · 68066
Phone
(402) 443-4661
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
KRAFT CPA'S PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $730K
(54% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
JEO, Inc. Common stock; $0.01 par value, 1,182 shares $
—
—
$528K
$730K
53.7%
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Knocking points off
Top holding "JEO, Inc. Common stock; $0.01 par value, 1,182 shares $" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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