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A. J. O'NEAL & ASSOCIATES INC., PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameA. J. O'NEAL & ASSOCIATES INC., PROFIT SHARING PLAN & TRUST
Plan identification number 001

A. J. O'NEAL & ASSOCIATES INC., PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

A. J. ONEAL & ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name:A. J. ONEAL & ASSOCIATES INC
Employer identification number (EIN):592890163

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A. J. O'NEAL & ASSOCIATES INC., PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012007-01-01DENISE SUTTON

Plan Statistics for A. J. O'NEAL & ASSOCIATES INC., PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for A. J. O'NEAL & ASSOCIATES INC., PROFIT SHARING PLAN & TRUST

Measure Date Value
2007: A. J. O'NEAL & ASSOCIATES INC., PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-0145
Total number of active participants reported on line 7a of the Form 55002007-01-0144
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0122
Total of all active and inactive participants2007-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0166
Number of participants with account balances2007-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-015

Financial Data on A. J. O'NEAL & ASSOCIATES INC., PROFIT SHARING PLAN & TRUST

Measure Date Value
2007 : A. J. O'NEAL & ASSOCIATES INC., PROFIT SHARING PLAN & TRUST 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for A. J. O'NEAL & ASSOCIATES INC., PROFIT SHARING PLAN & TRUST

2007: A. J. O'NEAL & ASSOCIATES INC., PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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