Retirement plan

O'NEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: O'NEAL, INC. - O'NEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2021) Form 5500
Creator: O'NEAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, O'NEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, O'NEAL, INC.

O'NEAL, INC.EIN 57-0619503Plan #003PY 2021

10 FALCON CREST DRIVE - GREENVILLE, SC 29607864-298-2000LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$49.7M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$13M

+1.5% from 2020

Total participants

362

+3.1% from 2020

Average account balance

$37,152

-0.2% from 2020

Annual return

4.46%

-2.60 pp from 2020

Benchmarks

See 5,714 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,714 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2K2O3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2K
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 contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CHERRY BEKAERT LLP
Auditor EIN: 560574444
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,152

$104,497-64.4%

$159,487-76.7%

$79,389-53.2%

Participation rate

94.4%

76.6%+17.8pp

82.8%+11.6pp

70.7%+23.7pp

Annual return

4.46%

67.98%-63.5pp

263.71%-259.2pp

116.89%-112.4pp

Employer contribution / active EE

$1,859

$3,418-45.6%

$4,831-61.5%

$2,428-23.4%

Participant deferral / active EE

$6,468-100.0%

$7,354-100.0%

$4,046-100.0%

Admin fee / account holder

$711-100.0%

$10,804-100.0%

$626-100.0%

O'NEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

O'NEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion