How big is William J. O'NEILL Sales Exchange Co., Inc.'s plan?

William J. O'NEILL Sales Exchange Co., Inc.'s plan reported $4.8M in assets and 4 participants for 2024.

Original filing (PDF)20250929133957NAL0005058531001

William J. O'NEILL Sales Exchange Co., Inc.

Name: William J. O'NEILL Sales Exchange Co., Inc. — Form 5500 Plan 002 (2024)
Creator: William J. O'NEILL Sales Exchange Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William J. O'NEILL Sales Exchange Co., Inc. Profit Sharing Plan

Defined-contribution retirement plan · William J. O'NEILL Sales Exchange Co., Inc.'s William J. O'NEILL Sales Exchange Co., Inc. Profit Sharing Plan held $4.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

William J. O'NEILL Sales Exchange Co., Inc.'s EIN is 11-2326148.

EIN 11-2326148

Plan number 002

Plan year 2024

ACK ID 20250929133957NAL0005058531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William J. O'NEILL Sales Exchange Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William J. O'NEILL Sales Exchange Co., Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM J. O'NEILL SALES EXCHANGE CO., INC..

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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

Helping the score