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'Neal, Inc. 401(K) Plan And Trust is a benefit plan reported by O'Neal, Inc. under EIN 57-0619503 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $45,462,384 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,462,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,462,384
- Net assets (BOY)
- $39,135,575
Income & contributions
- Employer contributions
- $891,984
- Participant contributions
- $2,190,790
- Total contributions
- $3,453,414
- Total income / additions
- $10,092,934
Expenses & distributions
- Benefits paid
- $3,730,318
- Administrative expenses
- $35,807
- Total expenses
- $3,766,125
- Net increase / (decrease)
- $6,326,809