Steven O'Neal, CPA
Plan context: Steven O'Neal, CPA PC, Profit Sharing Plan
EIN 27-2278746 • 15 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$125,306
2024 Contributions
$83,251
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $125,306 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 1 | $125,306 | - | - |
| 2023 | 1 | 2 | $11,685 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 2 | $11,685 | - | - |
| 2022 | 1 | 3 | $255,825 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 3 | $255,825 | - | - |
| 2021 | 1 | 4 | $313,182 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 4 | $313,182 | - | - |
| 2020 | 1 | 3 | $335,698 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 3 | $335,698 | - | - |
| 2019 | 1 | 3 | $263,063 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 3 | $263,063 | - | - |
| 2018 | 1 | 4 | $236,599 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 4 | $236,599 | - | - |
| 2017 | 1 | 3 | $230,414 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 3 | $230,414 | - | - |
| 2016 | 1 | 3 | $213,793 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 3 | $213,793 | - | - |
| 2015 | 1 | 3 | $204,000 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 3 | $204,000 | - | - |
| 2014 | 1 | 3 | $176,757 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 3 | $176,757 | - | - |
| 2013 | 1 | 3 | $158,765 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 3 | $158,765 | - | - |
| 2012 | 1 | 3 | $130,342 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 3 | $130,342 | - | - |
| 2011 | 1 | 2 | $98,861 | $0 | - |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 2 | $98,861 | - | - |
| 2009 | 1 | 1 | $29,958 | $83,251 | $83,251iApproximate average salary by contribution assumption: employee only about $2,081,275 at 4% or $1,387,517 at 6%; with 50% employer match about $1,387,517 at 4% or $925,011 at 6%; with 100% employer match about $1,040,638 at 4% or $693,758 at 6%. |
| Steven O'Neal, CPA PC, Profit Sharing Plan | - | 1 | $29,958 | $83,251 | $83,251iApproximate average salary by contribution assumption: employee only about $2,081,275 at 4% or $1,387,517 at 6%; with 50% employer match about $1,387,517 at 4% or $925,011 at 6%; with 100% employer match about $1,040,638 at 4% or $693,758 at 6%. |