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ONEILL ASSET MANAGEMENT LLC 401K PLAN 401k Plan overview

Plan NameONEILL ASSET MANAGEMENT LLC 401K PLAN
Plan identification number 001

ONEILL ASSET MANAGEMENT LLC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ONEILL ASSET MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:ONEILL ASSET MANAGEMENT LLC
Employer identification number (EIN):300521830
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONEILL ASSET MANAGEMENT LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANDREW O'NEILL2024-04-17
0012022-01-01ANDREW O'NEILL2023-04-10
0012021-01-01ANDREW O'NEILL2022-05-12

Financial Data on ONEILL ASSET MANAGEMENT LLC 401K PLAN

Measure Date Value
2025 : ONEILL ASSET MANAGEMENT LLC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-180
Total expenses incurred by plan in this plan year2025-04-181723
Net assets as of the end of the plan year2025-04-18259826
Total assets as of the beginning of the plan year2025-04-18156652
Participant contributions to plan in this plan year2025-04-1837337
Other expenses paid from plan in this plan year2025-04-180
Other contributions to plan in this plan year2025-04-180
Other income to plan in this plan year2025-04-1842862
Plan net income in this plan year2025-04-18103174
Net assets as of the end of the plan year2025-04-18259826
Net assets as of the beginning of the plan year2025-04-18156652
Employer contributions to plan in this plan year2025-04-1824698
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-181723
2024 : ONEILL ASSET MANAGEMENT LLC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-170
Total expenses incurred by plan in this plan year2024-04-17846
Net assets as of the end of the plan year2024-04-17156652
Total assets as of the beginning of the plan year2024-04-1772641
Participant contributions to plan in this plan year2024-04-1740748
Other expenses paid from plan in this plan year2024-04-170
Other contributions to plan in this plan year2024-04-170
Other income to plan in this plan year2024-04-1729084
Plan net income in this plan year2024-04-1784011
Net assets as of the end of the plan year2024-04-17156652
Net assets as of the beginning of the plan year2024-04-1772641
Employer contributions to plan in this plan year2024-04-1715025
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-17846

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