O'Neil & Associates, Inc. Profit Sharing And Savings Plan — Form 5500 plan (O'Neil & Associates, Inc.)
Plain-English plan 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, O'Neil & Associates, Inc. Profit Sharing And Savings Plan is a benefit plan reported by O'Neil & Associates, Inc. under EIN 31-0629068 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $16,117,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Neil & Associates, Inc.
- EIN
- 31-0629068
- Plan number
- 001
- Plan type
- 2
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $16,117,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241015110828NAL0029353025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,117,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,117,410
- Net assets (BOY)
- $13,551,576
Income & contributions
- Employer contributions
- $309,393
- Participant contributions
- $869,625
- Total contributions
- $1,235,970
- Total income / additions
- $3,302,073
Expenses & distributions
- Benefits paid
- $692,991
- Administrative expenses
- $43,248
- Total expenses
- $736,239
- Net increase / (decrease)
- $2,565,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $36,454 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER | $0 | $31,276 | 2023 |
| Flagel Huber Flagel | LEGAL | $14,500 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $3,575 | $420 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for O'Neil & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Miamisburg, OH
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Flagel Huber Flagel — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation