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LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN
Plan identification number 002

LAW OFFICE OF DANIEL J. O'NEILL 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

LAW OFFICE OF DANIEL J. O'NEILL DEFINED BENEFIT PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF DANIEL J. O'NEILL DEFINED BENEFIT PENSION PLAN
Employer identification number (EIN):770428887
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01DANIEL ONEILL2019-11-20 DANIEL ONEILL2019-11-20
0022018-01-01DANIEL ONEILL2019-04-05 DANIEL ONEILL2019-04-05
0022017-01-01DANIEL ONEILL2018-08-03 DANIEL ONEILL2018-08-03
0022016-01-01DANIEL ONEILL2017-07-17 DANIEL ONEILL2017-07-17
0022015-01-01DANIEL ONEILL2016-05-26 DANIEL ONEILL2016-05-26
0022014-01-01DANIEL ONEILL2015-07-29 DANIEL ONEILL2015-07-29
0022013-01-01DANIEL ONEILL
0022012-01-01DANIEL J. O'NEILL
0022011-01-01DANIEL J. O'NEILL
0022010-01-01DOUGLAS S. HENDRY
0022009-01-01DOUGLAS S. HENDRY

Plan Statistics for LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN

401k plan membership statisitcs for LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN

Measure Date Value
2013: LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN

Measure Date Value
2013 : LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$40,582
Expenses. Total of all expenses incurred2013-12-31$1,081
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$191,026
Total plan assets at beginning of year2013-12-31$151,525
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$1,400
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$12,094
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$39,501
Net plan assets at end of year (total assets less liabilities)2013-12-31$191,026
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$151,525
Total contributions received or receivable from employer(s)2013-12-31$27,088
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,081
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$1,010
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$56,444
Expenses. Total of all expenses incurred2012-12-31$1,438
Benefits paid (including direct rollovers)2012-12-31$1,262
Total plan assets at end of year2012-12-31$152,535
Total plan assets at beginning of year2012-12-31$96,519
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$29,474
Expenses. Other expenses not covered elsewhere2012-12-31$176
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$901
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$55,006
Net plan assets at end of year (total assets less liabilities)2012-12-31$151,525
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$96,519
Total contributions received or receivable from employer(s)2012-12-31$26,069
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$324
Total income from all sources2011-12-31$16,351
Expenses. Total of all expenses incurred2011-12-31$33
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$96,519
Total plan assets at beginning of year2011-12-31$80,525
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$33
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$407
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$16,318
Net plan assets at end of year (total assets less liabilities)2011-12-31$96,519
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$80,201
Total contributions received or receivable from employer(s)2011-12-31$15,944
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$324
Total plan liabilities at beginning of year2010-12-31$324
Total income from all sources2010-12-31$17,323
Expenses. Total of all expenses incurred2010-12-31$176
Benefits paid (including direct rollovers)2010-12-31$176
Total plan assets at end of year2010-12-31$80,525
Total plan assets at beginning of year2010-12-31$63,378
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$502
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$17,147
Net plan assets at end of year (total assets less liabilities)2010-12-31$80,201
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$63,054
Total contributions received or receivable from employer(s)2010-12-31$16,821
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN

2013: LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAW OFFICE OF DANIEL J. O'NEILL 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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