O'NEIL LLP PROFIT SHARING PLAN

[ EIN: 33-0579012 | Plan No. 001 ]

Form 5500 filing classifies O'NEIL LLP PROFIT SHARING PLAN as a 401(k) plan, sponsored by O'NEIL LLP. The plan is a Small Plan with 18 participants and total assets of $12,607,701 reported for the 2023 plan year.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: O'NEIL LLP

Location: 19800 MACARTHUR BLVD STE 650, IRVINE, CA 92612

EIN: 330579012

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 18

Total Assets: $12,607,701

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