JAMES W. O'NEILL & COMPANY INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN
401k plan membership statisitcs for JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-02-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 0 |
| Total of all active and inactive participants | 2019-02-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-02-01 | 0 |
| Total participants | 2019-02-01 | 0 |
| Number of participants with account balances | 2019-02-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-02-01 | 0 |
| 2018: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-02-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 4 |
| Number of retired or separated participants receiving benefits | 2018-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-02-01 | 4 |
| Total of all active and inactive participants | 2018-02-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-02-01 | 0 |
| Total participants | 2018-02-01 | 8 |
| Number of participants with account balances | 2018-02-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-02-01 | 0 |
| 2017: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-02-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-02-01 | 4 |
| Total of all active and inactive participants | 2017-02-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-02-01 | 0 |
| Total participants | 2017-02-01 | 8 |
| Number of participants with account balances | 2017-02-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-02-01 | 0 |
| 2016: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-02-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 4 |
| Total of all active and inactive participants | 2016-02-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-02-01 | 0 |
| Total participants | 2016-02-01 | 8 |
| Number of participants with account balances | 2016-02-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-02-01 | 0 |
| 2015: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-02-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 8 |
| Number of retired or separated participants receiving benefits | 2015-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-02-01 | 3 |
| Total of all active and inactive participants | 2015-02-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-02-01 | 0 |
| Total participants | 2015-02-01 | 11 |
| Number of participants with account balances | 2015-02-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-02-01 | 0 |
| 2014: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 8 |
| Number of retired or separated participants receiving benefits | 2014-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 3 |
| Total of all active and inactive participants | 2014-02-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-02-01 | 0 |
| Total participants | 2014-02-01 | 11 |
| Number of participants with account balances | 2014-02-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-02-01 | 0 |
| 2013: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 3 |
| Total of all active and inactive participants | 2013-02-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-02-01 | 0 |
| Total participants | 2013-02-01 | 11 |
| Number of participants with account balances | 2013-02-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-02-01 | 0 |
| 2012: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 8 |
| Number of retired or separated participants receiving benefits | 2012-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 3 |
| Total of all active and inactive participants | 2012-02-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-01 | 0 |
| Total participants | 2012-02-01 | 11 |
| Number of participants with account balances | 2012-02-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-02-01 | 0 |
| 2011: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 8 |
| Number of retired or separated participants receiving benefits | 2011-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-02-01 | 3 |
| Total of all active and inactive participants | 2011-02-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-02-01 | 0 |
| Total participants | 2011-02-01 | 11 |
| Number of participants with account balances | 2011-02-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-02-01 | 0 |
| 2010: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-02-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-02-01 | 8 |
| Number of retired or separated participants receiving benefits | 2010-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-02-01 | 4 |
| Total of all active and inactive participants | 2010-02-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-02-01 | 0 |
| Total participants | 2010-02-01 | 12 |
| Number of participants with account balances | 2010-02-01 | 9 |
| 2009: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-02-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 8 |
| Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 4 |
| Total of all active and inactive participants | 2009-02-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 0 |
| Total participants | 2009-02-01 | 12 |
| Number of participants with account balances | 2009-02-01 | 9 |
| Measure | Date | Value |
|---|
| 2020 : JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-01-31 | $4,800 |
| Expenses. Total of all expenses incurred | 2020-01-31 | $19,000 |
| Benefits paid (including direct rollovers) | 2020-01-31 | $19,000 |
| Total plan assets at end of year | 2020-01-31 | $0 |
| Total plan assets at beginning of year | 2020-01-31 | $14,200 |
| Value of fidelity bond covering the plan | 2020-01-31 | $250,000 |
| Other income received | 2020-01-31 | $4,800 |
| Net income (gross income less expenses) | 2020-01-31 | $-14,200 |
| Net plan assets at end of year (total assets less liabilities) | 2020-01-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-01-31 | $14,200 |
| 2019 : JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-01-31 | $1,700 |
| Expenses. Total of all expenses incurred | 2019-01-31 | $34,800 |
| Benefits paid (including direct rollovers) | 2019-01-31 | $34,800 |
| Total plan assets at end of year | 2019-01-31 | $14,200 |
| Total plan assets at beginning of year | 2019-01-31 | $47,300 |
| Value of fidelity bond covering the plan | 2019-01-31 | $250,000 |
| Other income received | 2019-01-31 | $1,700 |
| Net income (gross income less expenses) | 2019-01-31 | $-33,100 |
| Net plan assets at end of year (total assets less liabilities) | 2019-01-31 | $14,200 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-01-31 | $47,300 |
| 2018 : JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-01-31 | $1,750 |
| Total plan assets at end of year | 2018-01-31 | $47,300 |
| Total plan assets at beginning of year | 2018-01-31 | $45,550 |
| Value of fidelity bond covering the plan | 2018-01-31 | $250,000 |
| Other income received | 2018-01-31 | $1,750 |
| Net income (gross income less expenses) | 2018-01-31 | $1,750 |
| Net plan assets at end of year (total assets less liabilities) | 2018-01-31 | $47,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-01-31 | $45,550 |
| 2017 : JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-01-31 | $7,810 |
| Expenses. Total of all expenses incurred | 2017-01-31 | $125,839 |
| Total plan assets at end of year | 2017-01-31 | $45,550 |
| Total plan assets at beginning of year | 2017-01-31 | $163,579 |
| Value of fidelity bond covering the plan | 2017-01-31 | $250,000 |
| Other income received | 2017-01-31 | $7,810 |
| Net income (gross income less expenses) | 2017-01-31 | $-118,029 |
| Net plan assets at end of year (total assets less liabilities) | 2017-01-31 | $45,550 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-01-31 | $163,579 |
| Assets. Value of participant loans | 2017-01-31 | $0 |
| Value of corrective distributions | 2017-01-31 | $125,839 |
| 2016 : JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-01-31 | $10,418 |
| Total plan assets at end of year | 2016-01-31 | $668,386 |
| Total plan assets at beginning of year | 2016-01-31 | $657,968 |
| Value of fidelity bond covering the plan | 2016-01-31 | $250,000 |
| Assets. Value of loans (other than to participants) | 2016-01-31 | $88,320 |
| Other income received | 2016-01-31 | $10,418 |
| Net income (gross income less expenses) | 2016-01-31 | $10,418 |
| Net plan assets at end of year (total assets less liabilities) | 2016-01-31 | $668,386 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-01-31 | $657,968 |
| Assets. Value of participant loans | 2016-01-31 | $73,500 |
| 2015 : JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-01-31 | $6,353 |
| Expenses. Total of all expenses incurred | 2015-01-31 | $518,210 |
| Total plan assets at end of year | 2015-01-31 | $156,629 |
| Total plan assets at beginning of year | 2015-01-31 | $668,486 |
| Value of fidelity bond covering the plan | 2015-01-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2015-01-31 | $88,320 |
| Expenses. Other expenses not covered elsewhere | 2015-01-31 | $518,210 |
| Other income received | 2015-01-31 | $6,353 |
| Net income (gross income less expenses) | 2015-01-31 | $-511,857 |
| Net plan assets at end of year (total assets less liabilities) | 2015-01-31 | $156,629 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-01-31 | $668,486 |
| Assets. Value of participant loans | 2015-01-31 | $113,329 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-01-31 | $518,210 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-01-31 | $100 |
| 2014 : JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-01-31 | $24,942 |
| Expenses. Total of all expenses incurred | 2014-01-31 | $100 |
| Total plan assets at end of year | 2014-01-31 | $668,486 |
| Total plan assets at beginning of year | 2014-01-31 | $643,644 |
| Value of fidelity bond covering the plan | 2014-01-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2014-01-31 | $88,320 |
| Other income received | 2014-01-31 | $24,942 |
| Net income (gross income less expenses) | 2014-01-31 | $24,842 |
| Net plan assets at end of year (total assets less liabilities) | 2014-01-31 | $668,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-01-31 | $643,644 |
| Assets. Value of participant loans | 2014-01-31 | $78,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-01-31 | $100 |
| 2013 : JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-01-31 | $30,073 |
| Expenses. Total of all expenses incurred | 2013-01-31 | $100 |
| Total plan assets at end of year | 2013-01-31 | $643,644 |
| Total plan assets at beginning of year | 2013-01-31 | $613,671 |
| Value of fidelity bond covering the plan | 2013-01-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2013-01-31 | $88,320 |
| Other income received | 2013-01-31 | $30,073 |
| Net income (gross income less expenses) | 2013-01-31 | $29,973 |
| Net plan assets at end of year (total assets less liabilities) | 2013-01-31 | $643,644 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-01-31 | $613,671 |
| Assets. Value of participant loans | 2013-01-31 | $82,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-01-31 | $100 |
| 2012 : JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-01-31 | $22,698 |
| Expenses. Total of all expenses incurred | 2012-01-31 | $100 |
| Total plan assets at end of year | 2012-01-31 | $613,671 |
| Total plan assets at beginning of year | 2012-01-31 | $591,073 |
| Value of fidelity bond covering the plan | 2012-01-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2012-01-31 | $88,320 |
| Other income received | 2012-01-31 | $22,698 |
| Net income (gross income less expenses) | 2012-01-31 | $22,598 |
| Net plan assets at end of year (total assets less liabilities) | 2012-01-31 | $613,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-01-31 | $591,073 |
| Assets. Value of participant loans | 2012-01-31 | $70,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-01-31 | $100 |
| 2011 : JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-01-31 | $73,429 |
| Expenses. Total of all expenses incurred | 2011-01-31 | $100 |
| Total plan assets at end of year | 2011-01-31 | $591,073 |
| Total plan assets at beginning of year | 2011-01-31 | $517,744 |
| Value of fidelity bond covering the plan | 2011-01-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2011-01-31 | $71,200 |
| Expenses. Other expenses not covered elsewhere | 2011-01-31 | $100 |
| Other income received | 2011-01-31 | $73,429 |
| Net income (gross income less expenses) | 2011-01-31 | $73,329 |
| Net plan assets at end of year (total assets less liabilities) | 2011-01-31 | $591,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-01-31 | $517,744 |
| Assets. Value of participant loans | 2011-01-31 | $70,500 |
| 2019: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-02-01 | Type of plan entity | Single employer plan |
| 2019-02-01 | This submission is the final filing | Yes |
| 2019-02-01 | Plan funding arrangement – Trust | Yes |
| 2019-02-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-02-01 | Type of plan entity | Single employer plan |
| 2018-02-01 | Plan funding arrangement – Trust | Yes |
| 2018-02-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-02-01 | Type of plan entity | Single employer plan |
| 2017-02-01 | Plan funding arrangement – Trust | Yes |
| 2017-02-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Single employer plan |
| 2016-02-01 | Plan funding arrangement – Trust | Yes |
| 2016-02-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-02-01 | Type of plan entity | Single employer plan |
| 2015-02-01 | Submission has been amended | Yes |
| 2015-02-01 | Plan funding arrangement – Trust | Yes |
| 2015-02-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Submission has been amended | Yes |
| 2014-02-01 | Plan funding arrangement – Trust | Yes |
| 2014-02-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Plan funding arrangement – Trust | Yes |
| 2013-02-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Plan funding arrangement – Trust | Yes |
| 2012-02-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Plan funding arrangement – Trust | Yes |
| 2011-02-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-02-01 | Type of plan entity | Single employer plan |
| 2010-02-01 | Plan funding arrangement – Trust | Yes |
| 2010-02-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES W. O'NEILL & COMPANY, INC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Plan funding arrangement – Trust | Yes |
| 2009-02-01 | Plan benefit arrangement - Trust | Yes |
