Original filing (PDF)20250708142405NAL0004771729005

O'NEIL & BURKE, LLP

Name: O'NEIL & BURKE, LLP — O'NEIL & BURKE, LLP PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: O'NEIL & BURKE, LLP

Form 5500-SF

FILING_RECEIVED

O'NEIL & BURKE, LLP PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$927K

Net assets (EOY)

$927K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'NEIL & BURKE, LLP.

Plan sponsor

Name

O'NEIL & BURKE, LLP

EIN

16-1614924all filings

Address

135 NORTH WATER STREET · POUGHKEEPSIE, NY · 12601

Phone

(845) 452-6400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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