O Neil & Associates, 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, O Neil & Associates, Inc. (EIN 31-0629068) is a plan sponsor located in Miamisburg, OH 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
- 31-0629068
- Location
- Miamisburg, OH
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $27,858,639
- Total reported liabilities (EOY)
- $4,559,377
- Total reported net assets (EOY)
- $23,299,262
Contributions & income
- Employer contributions
- $1,237,905
- Participant contributions
- $869,625
- Total income / additions
- $5,854,603
Expenses & distributions
- Benefits paid / distributions
- $1,790,960
- Total expenses
- $1,942,012
- Net increase / (decrease)
- $3,912,591
Coverage
- Total reported participants
- 661
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| O'Neil & Associates, Inc. Profit Sharing And Savings Plan | 001 | 221 | $16,117,410 | 2023 |
| O'Neil & Associates, Inc. Employee Stock Ownership Plan | 002 | 273 | $11,741,229 | 2023 |
| Health Insurance Plan | 502 | 167 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Health Insurance Plan | 167 | — | 20241008080156NAL0008173107001 |
| 2023 | O'Neil & Associates, Inc. Profit Sharing And Savings Plan | 221 | H, C | 20241015110828NAL0029353025001 |
| 2023 | O'Neil & Associates, Inc. Employee Stock Ownership Plan | 273 | H | 20241015123201NAL0049403184001 |