Plan Name | ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | O'NEAL, INC. |
Employer identification number (EIN): | 570619503 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about O'NEAL, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1997-06-18 |
Company Identification Number: | 0011581606 |
Legal Registered Office Address: |
PO BOX 10269 GREENVILLE United States of America (USA) 29603 |
More information about O'NEAL, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | JUDITH M CASTLEBERRY | |||
003 | 2016-01-01 | JUDITH M CASTLEBERRY | |||
003 | 2015-01-01 | JUDITH M CASTLEBERRY | |||
003 | 2014-01-01 | JUDITH M CASTLEBERRY | |||
003 | 2013-01-01 | JUDITH M CASTLEBERRY | |||
003 | 2012-01-01 | JUDITH M CASTLEBERRY | |||
003 | 2011-01-01 | JUDITH M CASTLEBERRY | |||
003 | 2009-01-01 | JUDITH M CASTLEBERRY |
Measure | Date | Value |
---|---|---|
2022: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 367 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 223 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 65 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 64 |
Total of all active and inactive participants | 2022-01-01 | 352 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 352 |
Number of participants with account balances | 2022-01-01 | 344 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 16 |
2021: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 350 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 216 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 88 |
Total of all active and inactive participants | 2021-01-01 | 362 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 362 |
Number of participants with account balances | 2021-01-01 | 350 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 20 |
2020: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 354 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 65 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 81 |
Total of all active and inactive participants | 2020-01-01 | 349 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 351 |
Number of participants with account balances | 2020-01-01 | 344 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 26 |
2019: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 320 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 227 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 64 |
Total of all active and inactive participants | 2019-01-01 | 351 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 351 |
Number of participants with account balances | 2019-01-01 | 343 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 19 |
2018: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 318 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 216 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 55 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 49 |
Total of all active and inactive participants | 2018-01-01 | 320 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 320 |
Number of participants with account balances | 2018-01-01 | 308 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 9 |
2017: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 328 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 194 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 73 |
Total of all active and inactive participants | 2017-01-01 | 314 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 314 |
Number of participants with account balances | 2017-01-01 | 311 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 19 |
2016: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 385 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 196 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 88 |
Total of all active and inactive participants | 2016-01-01 | 328 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 328 |
Number of participants with account balances | 2016-01-01 | 322 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 36 |
2015: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 415 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 225 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 79 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 79 |
Total of all active and inactive participants | 2015-01-01 | 383 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 384 |
Number of participants with account balances | 2015-01-01 | 376 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 45 |
2014: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 401 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 245 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 99 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 63 |
Total of all active and inactive participants | 2014-01-01 | 407 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 408 |
Number of participants with account balances | 2014-01-01 | 399 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 22 |
2013: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 409 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 112 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 53 |
Total of all active and inactive participants | 2013-01-01 | 395 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 395 |
Number of participants with account balances | 2013-01-01 | 387 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 20 |
2012: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 384 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 214 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 126 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 64 |
Total of all active and inactive participants | 2012-01-01 | 404 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 404 |
Number of participants with account balances | 2012-01-01 | 395 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 14 |
2011: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 181 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 92 |
Total of all active and inactive participants | 2011-01-01 | 376 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 376 |
Number of participants with account balances | 2011-01-01 | 369 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
2009: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 381 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 153 |
Total of all active and inactive participants | 2009-01-01 | 348 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 348 |
Number of participants with account balances | 2009-01-01 | 347 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 53 |
Measure | Date | Value |
---|---|---|
2022 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,163,997 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,163,997 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,502,394 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,080,050 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,080,050 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $661,596 |
Value of total assets at end of year | 2022-12-31 | $10,420,906 |
Value of total assets at beginning of year | 2022-12-31 | $13,003,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $7 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Total non interest bearing cash at end of year | 2022-12-31 | $590 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $583 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,582,444 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,420,906 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,003,350 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $7 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $9,770,851 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $12,602,767 |
Contributions received in cash from employer | 2022-12-31 | $661,596 |
Employer contributions (assets) at end of year | 2022-12-31 | $649,465 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,080,050 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2022-12-31 | 560574444 |
2021 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $570,633 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $570,633 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $972,718 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $774,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $774,797 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $401,502 |
Value of total assets at end of year | 2021-12-31 | $13,003,350 |
Value of total assets at beginning of year | 2021-12-31 | $12,805,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $773,295 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other income not declared elsewhere | 2021-12-31 | $583 |
Total non interest bearing cash at end of year | 2021-12-31 | $583 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $197,921 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,003,350 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,805,429 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $12,602,767 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $12,305,429 |
Contributions received in cash from employer | 2021-12-31 | $401,502 |
Employer contributions (assets) at end of year | 2021-12-31 | $400,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $774,797 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2021-12-31 | 560574444 |
2020 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $860,934 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $860,934 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,402,320 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $791,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $791,386 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $541,204 |
Value of total assets at end of year | 2020-12-31 | $12,805,429 |
Value of total assets at beginning of year | 2020-12-31 | $12,194,495 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $182 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $610,934 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,805,429 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,194,495 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $182 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $12,305,429 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $11,444,495 |
Contributions received in cash from employer | 2020-12-31 | $541,204 |
Employer contributions (assets) at end of year | 2020-12-31 | $500,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $791,386 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2020-12-31 | 560574444 |
2019 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,878,280 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,878,280 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,628,280 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,005,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,005,334 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $750,000 |
Value of total assets at end of year | 2019-12-31 | $12,194,495 |
Value of total assets at beginning of year | 2019-12-31 | $10,571,549 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $1,005,334 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,622,946 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,194,495 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,571,549 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $11,444,495 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $9,955,949 |
Contributions received in cash from employer | 2019-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $615,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,005,334 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2019-12-31 | 560574444 |
2018 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $1,363,848 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $1,363,848 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,979,448 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $644,189 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $644,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $615,600 |
Value of total assets at end of year | 2018-12-31 | $10,571,549 |
Value of total assets at beginning of year | 2018-12-31 | $9,236,290 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,335,259 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,571,549 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,236,290 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $9,955,949 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $8,736,058 |
Contributions received in cash from employer | 2018-12-31 | $615,600 |
Employer contributions (assets) at end of year | 2018-12-31 | $615,600 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $500,232 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $644,189 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2018-12-31 | 560574444 |
2017 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $1,219,772 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $1,219,772 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,720,156 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $518,070 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $518,070 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $500,232 |
Value of total assets at end of year | 2017-12-31 | $9,236,290 |
Value of total assets at beginning of year | 2017-12-31 | $8,034,204 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other income not declared elsewhere | 2017-12-31 | $152 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,202,086 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,236,290 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,034,204 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $8,736,058 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $7,534,204 |
Contributions received in cash from employer | 2017-12-31 | $500,232 |
Employer contributions (assets) at end of year | 2017-12-31 | $500,232 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $518,070 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2017-12-31 | 560574444 |
2016 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $-1,020,709 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-1,020,709 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $-511,624 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $887,272 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $887,272 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $500,000 |
Value of total assets at end of year | 2016-12-31 | $8,034,204 |
Value of total assets at beginning of year | 2016-12-31 | $9,433,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other income not declared elsewhere | 2016-12-31 | $9,085 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-1,398,896 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,034,204 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,433,100 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $7,534,204 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $8,833,100 |
Contributions received in cash from employer | 2016-12-31 | $500,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $500,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $887,272 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2016-12-31 | 560574444 |
2015 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $2,377,755 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $2,377,755 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,977,755 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $851,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $851,208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $600,000 |
Value of total assets at end of year | 2015-12-31 | $9,433,100 |
Value of total assets at beginning of year | 2015-12-31 | $7,306,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $2,126,547 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,433,100 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,306,553 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $8,833,100 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $6,806,207 |
Contributions received in cash from employer | 2015-12-31 | $600,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $600,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $500,346 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $851,208 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2015-12-31 | 570381582 |
2014 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $731,459 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $731,459 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,231,805 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $835,366 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $835,366 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $500,346 |
Value of total assets at end of year | 2014-12-31 | $7,306,553 |
Value of total assets at beginning of year | 2014-12-31 | $6,910,114 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $396,439 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,306,553 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,910,114 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $6,806,207 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $6,310,104 |
Contributions received in cash from employer | 2014-12-31 | $500,346 |
Employer contributions (assets) at end of year | 2014-12-31 | $500,346 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $600,010 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $835,366 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2014-12-31 | 570381582 |
2013 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $928,467 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $928,467 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,528,477 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $590,918 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $590,918 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $600,010 |
Value of total assets at end of year | 2013-12-31 | $6,910,114 |
Value of total assets at beginning of year | 2013-12-31 | $5,972,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $937,559 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,910,114 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,972,555 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $6,310,104 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $5,466,777 |
Contributions received in cash from employer | 2013-12-31 | $600,010 |
Employer contributions (assets) at end of year | 2013-12-31 | $600,010 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $505,778 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $590,918 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2013-12-31 | 570381582 |
2012 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $714,173 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $714,173 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,219,951 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $485,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $485,326 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $505,778 |
Value of total assets at end of year | 2012-12-31 | $5,972,555 |
Value of total assets at beginning of year | 2012-12-31 | $5,237,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $734,625 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,972,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,237,930 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $5,466,777 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $4,873,930 |
Contributions received in cash from employer | 2012-12-31 | $505,778 |
Employer contributions (assets) at end of year | 2012-12-31 | $505,778 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $364,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $485,326 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2012-12-31 | 570381582 |
2011 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $701,202 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $701,202 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,065,202 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $284,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $284,371 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $364,000 |
Value of total assets at end of year | 2011-12-31 | $5,237,930 |
Value of total assets at beginning of year | 2011-12-31 | $4,457,099 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $780,831 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,237,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,457,099 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $4,873,930 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $4,150,288 |
Contributions received in cash from employer | 2011-12-31 | $364,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $364,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $306,811 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $284,371 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2011-12-31 | 570381582 |
2010 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $204,166 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $204,166 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $510,977 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $265,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $265,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $306,811 |
Value of total assets at end of year | 2010-12-31 | $4,457,099 |
Value of total assets at beginning of year | 2010-12-31 | $4,211,556 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $245,543 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,457,099 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,211,556 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $4,150,288 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $3,838,367 |
Contributions received in cash from employer | 2010-12-31 | $306,811 |
Employer contributions (assets) at end of year | 2010-12-31 | $306,811 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $373,189 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $265,434 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2010-12-31 | 570381582 |
2009 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |