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ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NameONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 003

ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

O'NEAL, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JUDITH M CASTLEBERRY
0032016-01-01JUDITH M CASTLEBERRY
0032015-01-01JUDITH M CASTLEBERRY
0032014-01-01JUDITH M CASTLEBERRY
0032013-01-01JUDITH M CASTLEBERRY
0032012-01-01JUDITH M CASTLEBERRY
0032011-01-01JUDITH M CASTLEBERRY
0032009-01-01JUDITH M CASTLEBERRY

Plan Statistics for ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01367
Total number of active participants reported on line 7a of the Form 55002022-01-01223
Number of retired or separated participants receiving benefits2022-01-0165
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01352
Number of participants with account balances2022-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01350
Total number of active participants reported on line 7a of the Form 55002021-01-01216
Number of retired or separated participants receiving benefits2021-01-0158
Number of other retired or separated participants entitled to future benefits2021-01-0188
Total of all active and inactive participants2021-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01362
Number of participants with account balances2021-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01354
Total number of active participants reported on line 7a of the Form 55002020-01-01203
Number of retired or separated participants receiving benefits2020-01-0165
Number of other retired or separated participants entitled to future benefits2020-01-0181
Total of all active and inactive participants2020-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01351
Number of participants with account balances2020-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01320
Total number of active participants reported on line 7a of the Form 55002019-01-01227
Number of retired or separated participants receiving benefits2019-01-0160
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01351
Number of participants with account balances2019-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01318
Total number of active participants reported on line 7a of the Form 55002018-01-01216
Number of retired or separated participants receiving benefits2018-01-0155
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01320
Number of participants with account balances2018-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01328
Total number of active participants reported on line 7a of the Form 55002017-01-01194
Number of retired or separated participants receiving benefits2017-01-0147
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01314
Number of participants with account balances2017-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01385
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of retired or separated participants receiving benefits2016-01-0144
Number of other retired or separated participants entitled to future benefits2016-01-0188
Total of all active and inactive participants2016-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01328
Number of participants with account balances2016-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0136
2015: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01415
Total number of active participants reported on line 7a of the Form 55002015-01-01225
Number of retired or separated participants receiving benefits2015-01-0179
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01384
Number of participants with account balances2015-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0145
2014: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01401
Total number of active participants reported on line 7a of the Form 55002014-01-01245
Number of retired or separated participants receiving benefits2014-01-0199
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01408
Number of participants with account balances2014-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01409
Total number of active participants reported on line 7a of the Form 55002013-01-01230
Number of retired or separated participants receiving benefits2013-01-01112
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01395
Number of participants with account balances2013-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01384
Total number of active participants reported on line 7a of the Form 55002012-01-01214
Number of retired or separated participants receiving benefits2012-01-01126
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01404
Number of participants with account balances2012-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01329
Total number of active participants reported on line 7a of the Form 55002011-01-01181
Number of retired or separated participants receiving benefits2011-01-01103
Number of other retired or separated participants entitled to future benefits2011-01-0192
Total of all active and inactive participants2011-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01376
Number of participants with account balances2011-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01381
Total number of active participants reported on line 7a of the Form 55002009-01-01138
Number of retired or separated participants receiving benefits2009-01-0157
Number of other retired or separated participants entitled to future benefits2009-01-01153
Total of all active and inactive participants2009-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01348
Number of participants with account balances2009-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0153

Financial Data on ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,163,997
Total unrealized appreciation/depreciation of assets2022-12-31$-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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,080,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$10,420,906
Value of total assets at beginning of year2022-12-31$13,003,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Total non interest bearing cash at end of year2022-12-31$590
Total non interest bearing cash at beginning of year2022-12-31$583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
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 assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$9,770,851
Assets. Invements in employer securities at beginning of year2022-12-31$12,602,767
Contributions received in cash from employer2022-12-31$661,596
Employer contributions (assets) at end of year2022-12-31$649,465
Employer contributions (assets) at beginning of year2022-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,080,050
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-12-31560574444
2021 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$570,633
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$774,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$13,003,350
Value of total assets at beginning of year2021-12-31$12,805,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$773,295
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$583
Total non interest bearing cash at end of year2021-12-31$583
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$12,602,767
Assets. Invements in employer securities at beginning of year2021-12-31$12,305,429
Contributions received in cash from employer2021-12-31$401,502
Employer contributions (assets) at end of year2021-12-31$400,000
Employer contributions (assets) at beginning of year2021-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$774,797
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$860,934
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$791,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$12,805,429
Value of total assets at beginning of year2020-12-31$12,194,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$12,305,429
Assets. Invements in employer securities at beginning of year2020-12-31$11,444,495
Contributions received in cash from employer2020-12-31$541,204
Employer contributions (assets) at end of year2020-12-31$500,000
Employer contributions (assets) at beginning of year2020-12-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$791,386
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,878,280
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,005,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$12,194,495
Value of total assets at beginning of year2019-12-31$10,571,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$1,005,334
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$11,444,495
Assets. Invements in employer securities at beginning of year2019-12-31$9,955,949
Contributions received in cash from employer2019-12-31$750,000
Employer contributions (assets) at end of year2019-12-31$750,000
Employer contributions (assets) at beginning of year2019-12-31$615,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,005,334
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
2018 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,363,848
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$644,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$10,571,549
Value of total assets at beginning of year2018-12-31$9,236,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$9,955,949
Assets. Invements in employer securities at beginning of year2018-12-31$8,736,058
Contributions received in cash from employer2018-12-31$615,600
Employer contributions (assets) at end of year2018-12-31$615,600
Employer contributions (assets) at beginning of year2018-12-31$500,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$644,189
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2018-12-31560574444
2017 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,219,772
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$518,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$9,236,290
Value of total assets at beginning of year2017-12-31$8,034,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$8,736,058
Assets. Invements in employer securities at beginning of year2017-12-31$7,534,204
Contributions received in cash from employer2017-12-31$500,232
Employer contributions (assets) at end of year2017-12-31$500,232
Employer contributions (assets) at beginning of year2017-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$518,070
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2017-12-31560574444
2016 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$-1,020,709
Total unrealized appreciation/depreciation of assets2016-12-31$-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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$887,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$8,034,204
Value of total assets at beginning of year2016-12-31$9,433,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$9,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$7,534,204
Assets. Invements in employer securities at beginning of year2016-12-31$8,833,100
Contributions received in cash from employer2016-12-31$500,000
Employer contributions (assets) at end of year2016-12-31$500,000
Employer contributions (assets) at beginning of year2016-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$887,272
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2016-12-31560574444
2015 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,377,755
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$851,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$9,433,100
Value of total assets at beginning of year2015-12-31$7,306,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$8,833,100
Assets. Invements in employer securities at beginning of year2015-12-31$6,806,207
Contributions received in cash from employer2015-12-31$600,000
Employer contributions (assets) at end of year2015-12-31$600,000
Employer contributions (assets) at beginning of year2015-12-31$500,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$851,208
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLIOTT DAVIS
Accountancy firm EIN2015-12-31570381582
2014 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$731,459
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$835,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$7,306,553
Value of total assets at beginning of year2014-12-31$6,910,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$6,806,207
Assets. Invements in employer securities at beginning of year2014-12-31$6,310,104
Contributions received in cash from employer2014-12-31$500,346
Employer contributions (assets) at end of year2014-12-31$500,346
Employer contributions (assets) at beginning of year2014-12-31$600,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$835,366
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLIOTT DAVIS
Accountancy firm EIN2014-12-31570381582
2013 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$928,467
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$590,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$6,910,114
Value of total assets at beginning of year2013-12-31$5,972,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$6,310,104
Assets. Invements in employer securities at beginning of year2013-12-31$5,466,777
Contributions received in cash from employer2013-12-31$600,010
Employer contributions (assets) at end of year2013-12-31$600,010
Employer contributions (assets) at beginning of year2013-12-31$505,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$590,918
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELLIOTT DAVIS
Accountancy firm EIN2013-12-31570381582
2012 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$714,173
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$485,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$5,972,555
Value of total assets at beginning of year2012-12-31$5,237,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$5,466,777
Assets. Invements in employer securities at beginning of year2012-12-31$4,873,930
Contributions received in cash from employer2012-12-31$505,778
Employer contributions (assets) at end of year2012-12-31$505,778
Employer contributions (assets) at beginning of year2012-12-31$364,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$485,326
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLIOTT DAVIS
Accountancy firm EIN2012-12-31570381582
2011 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$701,202
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$284,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$5,237,930
Value of total assets at beginning of year2011-12-31$4,457,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$4,873,930
Assets. Invements in employer securities at beginning of year2011-12-31$4,150,288
Contributions received in cash from employer2011-12-31$364,000
Employer contributions (assets) at end of year2011-12-31$364,000
Employer contributions (assets) at beginning of year2011-12-31$306,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$284,371
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLIOTT DAVIS
Accountancy firm EIN2011-12-31570381582
2010 : ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$204,166
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$265,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$4,457,099
Value of total assets at beginning of year2010-12-31$4,211,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$4,150,288
Assets. Invements in employer securities at beginning of year2010-12-31$3,838,367
Contributions received in cash from employer2010-12-31$306,811
Employer contributions (assets) at end of year2010-12-31$306,811
Employer contributions (assets) at beginning of year2010-12-31$373,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$265,434
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELLIOTT DAVIS
Accountancy firm EIN2010-12-31570381582
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 securities2009-12-31$0

Form 5500 Responses for ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ONEAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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