Civic Intelligence

A. J. Oneal & Associates

Plan context: A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust

EIN 59-2980163 • Tampa, FL • 17 filings • 4 plans

109 Falkenburg Rd.Tampa, FL 33619
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$226,978

2017 Contributions

$36,000

Historical Graphs

Total Assets Over Time

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

$258,604$129,302$0199920082016YearValue
$226,978Latest year 2016

Participants Over Time

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

37190199920082016YearValue
7Latest year 2016

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
201710$0$0-
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-0---
201617$226,978$0-
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-7$226,978--
201517$227,250$0-
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-7$227,250--
2014125$237,050$0-
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-25$237,050--
201317$248,166$0-
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-7$248,166--
2011130$240,220$0-
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-30$240,220--
2010121$241,330$0-
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-21$241,330--
2009126$254,180$0-
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-26$254,180--
2008135$258,604$36,000$1,029iApproximate average salary by contribution assumption: employee only about $25,714 at 4% or $17,143 at 6%; with 50% employer match about $17,143 at 4% or $11,429 at 6%; with 100% employer match about $12,857 at 4% or $8,571 at 6%.
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-35$258,604$36,000$1,029iApproximate average salary by contribution assumption: employee only about $25,714 at 4% or $17,143 at 6%; with 50% employer match about $17,143 at 4% or $11,429 at 6%; with 100% employer match about $12,857 at 4% or $8,571 at 6%.
2006133$241,947$36,000$1,091iApproximate average salary by contribution assumption: employee only about $27,273 at 4% or $18,182 at 6%; with 50% employer match about $18,182 at 4% or $12,121 at 6%; with 100% employer match about $13,636 at 4% or $9,091 at 6%.
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-33$241,947$36,000$1,091iApproximate average salary by contribution assumption: employee only about $27,273 at 4% or $18,182 at 6%; with 50% employer match about $18,182 at 4% or $12,121 at 6%; with 100% employer match about $13,636 at 4% or $9,091 at 6%.
2005131$238,449$36,134$1,166iApproximate average salary by contribution assumption: employee only about $29,140 at 4% or $19,427 at 6%; with 50% employer match about $19,427 at 4% or $12,951 at 6%; with 100% employer match about $14,570 at 4% or $9,713 at 6%.
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-31$238,449$36,134$1,166iApproximate average salary by contribution assumption: employee only about $29,140 at 4% or $19,427 at 6%; with 50% employer match about $19,427 at 4% or $12,951 at 6%; with 100% employer match about $14,570 at 4% or $9,713 at 6%.
2004131$197,802$36,000$1,161iApproximate average salary by contribution assumption: employee only about $29,032 at 4% or $19,355 at 6%; with 50% employer match about $19,355 at 4% or $12,903 at 6%; with 100% employer match about $14,516 at 4% or $9,677 at 6%.
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-31$197,802$36,000$1,161iApproximate average salary by contribution assumption: employee only about $29,032 at 4% or $19,355 at 6%; with 50% employer match about $19,355 at 4% or $12,903 at 6%; with 100% employer match about $14,516 at 4% or $9,677 at 6%.
2003137$165,861$36,001$973iApproximate average salary by contribution assumption: employee only about $24,325 at 4% or $16,217 at 6%; with 50% employer match about $16,217 at 4% or $10,811 at 6%; with 100% employer match about $12,163 at 4% or $8,108 at 6%.
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-37$165,861$36,001$973iApproximate average salary by contribution assumption: employee only about $24,325 at 4% or $16,217 at 6%; with 50% employer match about $16,217 at 4% or $10,811 at 6%; with 100% employer match about $12,163 at 4% or $8,108 at 6%.
2002120$123,788$36,000$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-20$123,788$36,000$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
2001121$142,072$0-
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-21$142,072--
2000122$184,713$36,000$1,636iApproximate average salary by contribution assumption: employee only about $40,909 at 4% or $27,273 at 6%; with 50% employer match about $27,273 at 4% or $18,182 at 6%; with 100% employer match about $20,455 at 4% or $13,636 at 6%.
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-22$184,713$36,000$1,636iApproximate average salary by contribution assumption: employee only about $40,909 at 4% or $27,273 at 6%; with 50% employer match about $27,273 at 4% or $18,182 at 6%; with 100% employer match about $20,455 at 4% or $13,636 at 6%.
1999136$160,558$36,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
A.J. Oneal & Associates Inc. Profit Sharing Plan & Trust-36$160,558$36,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.