O'Neil & Associates, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by O Neil & Associates, Inc. under EIN 31-0629068 and plan number 002. The latest loaded filing year is 2023. The filing reports 273 participants and $11,741,229 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
- 002
- Plan type
- 2
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $11,741,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H | 20241015123201NAL0049403184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,741,229
- Total liabilities (EOY)
- $4,559,377
- Net assets (EOY)
- $7,181,852
- Net assets (BOY)
- $5,835,095
Income & contributions
- Employer contributions
- $928,512
- Total contributions
- $928,512
- Total income / additions
- $2,552,530
Expenses & distributions
- Benefits paid
- $1,097,969
- Administrative expenses
- $0
- Total expenses
- $1,205,773
- Net increase / (decrease)
- $1,346,757
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.