How big is GENE Oneill CPA PC's plan?

GENE Oneill CPA PC's plan reported $2.4M in assets and 7 participants for 2024.

Original filing (PDF)20250623140538NAL0008739648001

GENE Oneill CPA PC

Name: GENE Oneill CPA PC — GENE Oneill CPA PC 401(k), Form 5500 (2024)
Creator: GENE Oneill CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GENE Oneill CPA PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · GENE Oneill CPA PC's GENE Oneill CPA PC 401(k) Profit Sharing Plan & Trust held $2.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

GENE Oneill CPA PC's EIN is 04-3346732.

EIN 04-3346732

Plan number 001

Plan year 2024

ACK ID 20250623140538NAL0008739648001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GENE Oneill CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GENE Oneill CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GENE ONEILL CPA PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off