Original filing (PDF)20251014122653NAL0001342915001

O NEIL & ASSOCIATES, INC.

Name: O NEIL & ASSOCIATES, INC. — O'NEIL & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: O NEIL & ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

O'NEIL & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

93% in single holding93% employer stockNo recordkeeper disclosed

Active participants

138

Accounts w/ balance

235

Plan assets (EOY)

$5.4M

Net assets (EOY)

$1.2M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

81% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

O NEIL & ASSOCIATES, INC.

EIN

31-0629068

Address

495 BYERS ROAD · MIAMISBURG, OH · 453423662

Phone

(937) 865-0800

Industry

Information / Tech / Mediasee all

Plan administrator

Name

O NEIL & ASSOCIATES, INC.

EIN

31-0629068

City

MIAMISBURG, OH

Phone

(937) 865-0800

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

FLAGEL HUBER FLAGEL

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $4.7M(87% of reported assets)

Common Stock

$4.4M

1 holding

Cash / Money Market

$307K

1 holding

PI						% of plan
	O'Neil & Associates, Inc. 40,797 Shares Class A Stock	Common Stock	—	$11.2M	$4.4M	81.4%
	Federated Prime Value Obligation Money Market	Cash / Money Market	—	$307K	$307K	5.7%

1–2 of 2

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