Plan5500

Guy & O'Neill Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Guy & O'Neill Inc. (EIN 39-1234372) is a plan sponsor located in Fredonia, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1234372
Location
Fredonia, WI
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Guy & O'Neill Inc.

  • 6 loaded plans hold $7.4M in reported assets.
  • The largest, Share In Our Growth 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,102 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.4MSummed across loaded plans$7,425,809
Total reported assets$7.4M$7,425,809
Total reported participants1.1K1,102
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7.4M total assets
Net assets$7.4MLiabilities—
Contributions & income
Employer contributions$239.9K
Participant contributions$843K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1M
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Share In Our Growth 401(K) Plan
Participants per plan184Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Share In Our Growth 401(K) Plan$7.4M
    Plan #001 · 228 participants · 2023
  2. 2
    Cigna Dental Ppo Plannot reported in the loaded dataset
    Plan #503 · 222 participants · 2023
  3. 3
    Group Long Term Disability Plannot reported in the loaded dataset
    Plan #601 · 197 participants · 2023
  4. 4
    Group Health Insurance Plannot reported in the loaded dataset
    Plan #701 · 165 participants · 2023
  5. 5
    Guy & O'Neill Inc. Section 105 Health Reimbursement Arrangement Plannot reported in the loaded dataset
    Plan #708 · 164 participants · 2023
  6. 6
    Vsp Vision Plannot reported in the loaded dataset
    Plan #502 · 126 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Guy & O'Neill Inc.. Open one for its full reported snapshot.

  1. 2023
    Guy & O'Neill Inc. Section 105 Health Reimbursement Arrangement Plan164 participants · 2No schedules
    View filing →
  2. 2023
    Share In Our Growth 401(K) Plan228 participants · 2Sch HSch C
    View filing →
  3. 2023
    Group Health Insurance Plan165 participants · 2No schedules
    View filing →
  4. 2023
    Group Long Term Disability Plan197 participants · 2No schedules
    View filing →
  5. 2023
    Vsp Vision Plan126 participants · 2No schedules
    View filing →
  6. 2023
    Cigna Dental Ppo Plan222 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Guy & O'Neill Inc. report on Form 5500?
Guy & O'Neill Inc. (EIN 39-1234372) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Guy & O'Neill Inc.?
The Employer Identification Number (EIN) reported for Guy & O'Neill Inc. is 39-1234372.
What is the latest Form 5500 filing year for Guy & O'Neill Inc.?
The latest loaded Form 5500 filing year for Guy & O'Neill Inc. is 2023.

Related Form 5500 pages