Original filing (PDF)20250211102859NAL0019473873001

O'NEIL & ASSOCIATES PROFESSIONAL PRACTICE

Name: O'NEIL & ASSOCIATES PROFESSIONAL PRACTICE — ONEIL AND ASSOCIATES PROFESSIONAL PRACTICE RESOURCES, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: O'NEIL & ASSOCIATES PROFESSIONAL PRACTICE

Form 5500-SF

FILING_RECEIVED

ONEIL AND ASSOCIATES PROFESSIONAL PRACTICE RESOURCES, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O'NEIL & ASSOCIATES PROFESSIONAL PRACTICE.

Plan sponsor

Name

O'NEIL & ASSOCIATES PROFESSIONAL PRACTICE

EIN

26-1518389

Address

PO BOX 30307 · CHARLESTON, SC · 294170307

Phone

(843) 209-3745

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-11

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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