2023 Form 5500 filing — O'Neal, Inc. Employee Stock Ownership Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250326160125NAL0011499315001) for O'Neal, Inc. Employee Stock Ownership Plan And Trust, reported by O'Neal, Inc. under EIN 57-0619503 and plan number 003. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7KReported net assets$2,656
Participants355
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250326160125NAL0011499315001
Plan sponsor
O'Neal, Inc.
EIN
57-0619503
Plan number
003
Location
Greenville, SC
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.7K total assets
Net assets$2.7KLiabilities$0
Money in vs. money out
Total income / additions-$9.5M
Total expenses$896.5K
Benefits paid / distributions$896.5K
Contributions
Employer$851
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,656
Total liabilities (EOY)
$0
Net assets (EOY)
$2,656
Employer contributions
$851
Total income / additions
-$9,521,712
Benefits paid
$896,538
Administrative expenses
$0
Total expenses
$896,538
Net increase / (decrease)
-$10,418,250

Related Form 5500 pages