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ROBERT J. O'NEILL LLC — ROBERT J. O'NEILL LLC DEFINED BENEFIT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241015193834NAL0059416706001
ROBERT J. O'NEILL LLC
Form 5500-SF
FILING_RECEIVED
ROBERT J. O'NEILL LLC DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$15K
Net assets (EOY)
$15K
Plan health score (directional)
85
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERT J. O'NEILL LLC
.
Find decision makers
Plan sponsor
Name
ROBERT J. O'NEILL LLC
EIN
47-3558944
Address
609 WARD CIRCLE · OLD HICKORY, TN · 371381952
Phone
(406) 490-6911
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
1I · Frozen plan — no new benefit accrual
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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Knocking points off
Plan is frozen (1I) — no new benefit accrual.
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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