Original filing (PDF)20251013100645NAL0000470867001

JTH INDUSTRIAL, INC.

Name: JTH INDUSTRIAL, INC. — JTH INDUSTRIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: JTH INDUSTRIAL, INC.

Form 5500

FILING_RECEIVED

JTH INDUSTRIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

72% in single holdingNo 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)

/ 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

Participation health

Decision-maker contacts

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

Plan sponsor

Name

JTH INDUSTRIAL, INC.

EIN

82-4429448

Address

302 RIVERPORT LANE · KINGSPORT, TN · 37660

Phone

(423) 817-0661

Industry

Constructionsee 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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