Civic Intelligence

Gene Oneill CPA PC

Plan context: Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust

EIN 04-3346732 • Quincy, MA • 15 filings • 5 plans

21 Mayor Thomas J Mcgrath Hwy Ste 2Quincy, MA 02169-5351
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,401,039

2024 Contributions

$47,256

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,401,039$1,200,520$0200620182024YearValue
$2,401,039Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630200620182024YearValue
6Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202416$2,401,039$47,256$7,876iApproximate average salary by contribution assumption: employee only about $196,900 at 4% or $131,267 at 6%; with 50% employer match about $131,267 at 4% or $87,511 at 6%; with 100% employer match about $98,450 at 4% or $65,633 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-6$2,401,039$47,256$7,876iApproximate average salary by contribution assumption: employee only about $196,900 at 4% or $131,267 at 6%; with 50% employer match about $131,267 at 4% or $87,511 at 6%; with 100% employer match about $98,450 at 4% or $65,633 at 6%.
202316$2,056,806$41,224$6,871iApproximate average salary by contribution assumption: employee only about $171,767 at 4% or $114,511 at 6%; with 50% employer match about $114,511 at 4% or $76,341 at 6%; with 100% employer match about $85,883 at 4% or $57,256 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-6$2,056,806$41,224$6,871iApproximate average salary by contribution assumption: employee only about $171,767 at 4% or $114,511 at 6%; with 50% employer match about $114,511 at 4% or $76,341 at 6%; with 100% employer match about $85,883 at 4% or $57,256 at 6%.
202215$1,715,958$37,559$7,512iApproximate average salary by contribution assumption: employee only about $187,795 at 4% or $125,197 at 6%; with 50% employer match about $125,197 at 4% or $83,464 at 6%; with 100% employer match about $93,898 at 4% or $62,598 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-5$1,715,958$37,559$7,512iApproximate average salary by contribution assumption: employee only about $187,795 at 4% or $125,197 at 6%; with 50% employer match about $125,197 at 4% or $83,464 at 6%; with 100% employer match about $93,898 at 4% or $62,598 at 6%.
202115$2,059,562$39,925$7,985iApproximate average salary by contribution assumption: employee only about $199,625 at 4% or $133,083 at 6%; with 50% employer match about $133,083 at 4% or $88,722 at 6%; with 100% employer match about $99,813 at 4% or $66,542 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-5$2,059,562$39,925$7,985iApproximate average salary by contribution assumption: employee only about $199,625 at 4% or $133,083 at 6%; with 50% employer match about $133,083 at 4% or $88,722 at 6%; with 100% employer match about $99,813 at 4% or $66,542 at 6%.
202016$1,764,416$23,470$3,912iApproximate average salary by contribution assumption: employee only about $97,792 at 4% or $65,194 at 6%; with 50% employer match about $65,194 at 4% or $43,463 at 6%; with 100% employer match about $48,896 at 4% or $32,597 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-6$1,764,416$23,470$3,912iApproximate average salary by contribution assumption: employee only about $97,792 at 4% or $65,194 at 6%; with 50% employer match about $65,194 at 4% or $43,463 at 6%; with 100% employer match about $48,896 at 4% or $32,597 at 6%.
201916$1,499,263$30,122$5,020iApproximate average salary by contribution assumption: employee only about $125,508 at 4% or $83,672 at 6%; with 50% employer match about $83,672 at 4% or $55,781 at 6%; with 100% employer match about $62,754 at 4% or $41,836 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-6$1,499,263$30,122$5,020iApproximate average salary by contribution assumption: employee only about $125,508 at 4% or $83,672 at 6%; with 50% employer match about $83,672 at 4% or $55,781 at 6%; with 100% employer match about $62,754 at 4% or $41,836 at 6%.
201816$1,222,753$41,169$6,862iApproximate average salary by contribution assumption: employee only about $171,538 at 4% or $114,358 at 6%; with 50% employer match about $114,358 at 4% or $76,239 at 6%; with 100% employer match about $85,769 at 4% or $57,179 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-6$1,222,753$41,169$6,862iApproximate average salary by contribution assumption: employee only about $171,538 at 4% or $114,358 at 6%; with 50% employer match about $114,358 at 4% or $76,239 at 6%; with 100% employer match about $85,769 at 4% or $57,179 at 6%.
201716$1,233,970$71,317$11,886iApproximate average salary by contribution assumption: employee only about $297,154 at 4% or $198,103 at 6%; with 50% employer match about $198,103 at 4% or $132,069 at 6%; with 100% employer match about $148,577 at 4% or $99,051 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-6$1,233,970$71,317$11,886iApproximate average salary by contribution assumption: employee only about $297,154 at 4% or $198,103 at 6%; with 50% employer match about $198,103 at 4% or $132,069 at 6%; with 100% employer match about $148,577 at 4% or $99,051 at 6%.
201616$1,000,059$83,145$13,858iApproximate average salary by contribution assumption: employee only about $346,438 at 4% or $230,958 at 6%; with 50% employer match about $230,958 at 4% or $153,972 at 6%; with 100% employer match about $173,219 at 4% or $115,479 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-6$1,000,059$83,145$13,858iApproximate average salary by contribution assumption: employee only about $346,438 at 4% or $230,958 at 6%; with 50% employer match about $230,958 at 4% or $153,972 at 6%; with 100% employer match about $173,219 at 4% or $115,479 at 6%.
201516$854,255$867,411$144,569iApproximate average salary by contribution assumption: employee only about $3,614,213 at 4% or $2,409,475 at 6%; with 50% employer match about $2,409,475 at 4% or $1,606,317 at 6%; with 100% employer match about $1,807,106 at 4% or $1,204,738 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-6$854,255$867,411$144,569iApproximate average salary by contribution assumption: employee only about $3,614,213 at 4% or $2,409,475 at 6%; with 50% employer match about $2,409,475 at 4% or $1,606,317 at 6%; with 100% employer match about $1,807,106 at 4% or $1,204,738 at 6%.
201010$0$9,266-
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-0$0$9,266-
200915$202,336$35,499$7,100iApproximate average salary by contribution assumption: employee only about $177,495 at 4% or $118,330 at 6%; with 50% employer match about $118,330 at 4% or $78,887 at 6%; with 100% employer match about $88,748 at 4% or $59,165 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-5$202,336$35,499$7,100iApproximate average salary by contribution assumption: employee only about $177,495 at 4% or $118,330 at 6%; with 50% employer match about $118,330 at 4% or $78,887 at 6%; with 100% employer match about $88,748 at 4% or $59,165 at 6%.
200815$125,174$45,376$9,075iApproximate average salary by contribution assumption: employee only about $226,880 at 4% or $151,253 at 6%; with 50% employer match about $151,253 at 4% or $100,836 at 6%; with 100% employer match about $113,440 at 4% or $75,627 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-5$125,174$45,376$9,075iApproximate average salary by contribution assumption: employee only about $226,880 at 4% or $151,253 at 6%; with 50% employer match about $151,253 at 4% or $100,836 at 6%; with 100% employer match about $113,440 at 4% or $75,627 at 6%.
200715$0$0-
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-5---
200615$99,409$72,882$14,576iApproximate average salary by contribution assumption: employee only about $364,410 at 4% or $242,940 at 6%; with 50% employer match about $242,940 at 4% or $161,960 at 6%; with 100% employer match about $182,205 at 4% or $121,470 at 6%.
Gene O Neill and Company PC. 401 K Profit Sharing Plan Trust-5$99,409$72,882$14,576iApproximate average salary by contribution assumption: employee only about $364,410 at 4% or $242,940 at 6%; with 50% employer match about $242,940 at 4% or $161,960 at 6%; with 100% employer match about $182,205 at 4% or $121,470 at 6%.