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JTH INDUSTRIAL, INC. — JTH INDUSTRIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013100645NAL0000470867001
JTH INDUSTRIAL, INC.
Form 5500
FILING_RECEIVED
JTH INDUSTRIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
72% in single holding
No recordkeeper disclosed
Active participants
106
Accounts w/ balance
133
Plan assets (EOY)
$10.2M
Net assets (EOY)
$8.6M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JTH INDUSTRIAL, INC.
.
Find decision makers
Plan sponsor
Name
JTH INDUSTRIAL, INC.
EIN
82-4429448
Address
302 RIVERPORT LANE · KINGSPORT, TN · 37660
Phone
(423) 817-0661
Industry
Construction
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
2025-10-13
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BLACKBURN, CHILDERS & STEAGALL, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $10.2M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
JTH Industrial, Inc.
—
187,500
$1.9M
$7.4M
72.1%
JTH Industrial, Inc.
—
72,500
$725K
$2.9M
27.9%
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Knocking points off
Top holding "JTH Industrial, Inc." is 72% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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