401(k) · DOL Form 5500 · 2024
Mark a. O'neal & Associates, Inc. 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.
- $4M
- Total assets
- 130
- Participants
- 11th
- Percentile by assets
Sponsored by Mark a. O'neal & Associates, Inc. · Louisiana · Professional & Technical Services
What the 2024 filing shows
Mark a. O'neal & Associates, Inc. 401(k) Plan holds $4M for 130 participants - about $33,974 per participant, among the smaller plans by assets on file, up 28.8% over the 2024 plan year.
- $4M
- total plan assets (2024 EOY)
- 130
- covered participants
- 11th
- percentile by assets (of 67,083 plans)
- $33,974
- avg assets per participant
What the Filing Says About Mark a. O'neal & Associates, Inc. 401(k) Plan
Mark a. O'neal & Associates, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Mark a. O'neal & Associates, Inc., headquartered in Louisiana. As of the 2024 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 130 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 721330515, and the plan has been effective since 2010-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $3M at the beginning of 2024 to $4M at year-end - a gain of 28.8%. Net assets (after liabilities) closed the year at $4M, with reported net income of $989K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $3M |
| Total Assets (End of Year) | $4M |
| Net Assets (End of Year) | $4M |
| Net Income | $989K |
| Plan Type | 401(k) |
| Employer EIN | 721330515 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 721330515.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.