Civic Intelligence

William R Oneal PC

Plan context: William R. O'Neal Profit Sharing Plan

EIN 63-0828751 • Mobile, AL • 30 filings • 4 plans

116 South Florida StreetMobile, AL 36606
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$2,904,185

2023 Contributions

$3,974

Historical Graphs

Total Assets Over Time

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

$3,279,661$1,639,831$0200020122022YearValue
$2,904,185Latest year 2022

Participants Over Time

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

740200020112022YearValue
4Latest year 2022

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
202310$0$3,974-
William R. O'Neal Profit Sharing Plan-0$0$3,974-
202214$2,904,185$53,274$13,319iApproximate average salary by contribution assumption: employee only about $332,963 at 4% or $221,975 at 6%; with 50% employer match about $221,975 at 4% or $147,983 at 6%; with 100% employer match about $166,481 at 4% or $110,988 at 6%.
William R. O'Neal Profit Sharing Plan-4$2,904,185$53,274$13,319iApproximate average salary by contribution assumption: employee only about $332,963 at 4% or $221,975 at 6%; with 50% employer match about $221,975 at 4% or $147,983 at 6%; with 100% employer match about $166,481 at 4% or $110,988 at 6%.
202114$3,279,661$62,474$15,619iApproximate average salary by contribution assumption: employee only about $390,463 at 4% or $260,308 at 6%; with 50% employer match about $260,308 at 4% or $173,539 at 6%; with 100% employer match about $195,231 at 4% or $130,154 at 6%.
William R. O'Neal Profit Sharing Plan-4$3,279,661$62,474$15,619iApproximate average salary by contribution assumption: employee only about $390,463 at 4% or $260,308 at 6%; with 50% employer match about $260,308 at 4% or $173,539 at 6%; with 100% employer match about $195,231 at 4% or $130,154 at 6%.
202013$2,770,821$77,481$25,827iApproximate average salary by contribution assumption: employee only about $645,675 at 4% or $430,450 at 6%; with 50% employer match about $430,450 at 4% or $286,967 at 6%; with 100% employer match about $322,838 at 4% or $215,225 at 6%.
William R. O'Neal Profit Sharing Plan-3$2,770,821$77,481$25,827iApproximate average salary by contribution assumption: employee only about $645,675 at 4% or $430,450 at 6%; with 50% employer match about $430,450 at 4% or $286,967 at 6%; with 100% employer match about $322,838 at 4% or $215,225 at 6%.
201914$2,331,066$58,748$14,687iApproximate average salary by contribution assumption: employee only about $367,175 at 4% or $244,783 at 6%; with 50% employer match about $244,783 at 4% or $163,189 at 6%; with 100% employer match about $183,588 at 4% or $122,392 at 6%.
William R. O'Neal Profit Sharing Plan-4$2,331,066$58,748$14,687iApproximate average salary by contribution assumption: employee only about $367,175 at 4% or $244,783 at 6%; with 50% employer match about $244,783 at 4% or $163,189 at 6%; with 100% employer match about $183,588 at 4% or $122,392 at 6%.
201814$1,817,210$42,980$10,745iApproximate average salary by contribution assumption: employee only about $268,625 at 4% or $179,083 at 6%; with 50% employer match about $179,083 at 4% or $119,389 at 6%; with 100% employer match about $134,313 at 4% or $89,542 at 6%.
William R. O'Neal Profit Sharing Plan-4$1,817,210$42,980$10,745iApproximate average salary by contribution assumption: employee only about $268,625 at 4% or $179,083 at 6%; with 50% employer match about $179,083 at 4% or $119,389 at 6%; with 100% employer match about $134,313 at 4% or $89,542 at 6%.
201714$1,865,855$46,977$11,744iApproximate average salary by contribution assumption: employee only about $293,606 at 4% or $195,738 at 6%; with 50% employer match about $195,738 at 4% or $130,492 at 6%; with 100% employer match about $146,803 at 4% or $97,869 at 6%.
William R. O'Neal Profit Sharing Plan-4$1,865,855$46,977$11,744iApproximate average salary by contribution assumption: employee only about $293,606 at 4% or $195,738 at 6%; with 50% employer match about $195,738 at 4% or $130,492 at 6%; with 100% employer match about $146,803 at 4% or $97,869 at 6%.
201614$1,614,952$55,977$13,994iApproximate average salary by contribution assumption: employee only about $349,856 at 4% or $233,238 at 6%; with 50% employer match about $233,238 at 4% or $155,492 at 6%; with 100% employer match about $174,928 at 4% or $116,619 at 6%.
William R. O'Neal Profit Sharing Plan-4$1,614,952$55,977$13,994iApproximate average salary by contribution assumption: employee only about $349,856 at 4% or $233,238 at 6%; with 50% employer match about $233,238 at 4% or $155,492 at 6%; with 100% employer match about $174,928 at 4% or $116,619 at 6%.
201514$1,531,633$57,307$14,327iApproximate average salary by contribution assumption: employee only about $358,169 at 4% or $238,779 at 6%; with 50% employer match about $238,779 at 4% or $159,186 at 6%; with 100% employer match about $179,084 at 4% or $119,390 at 6%.
William R. O'Neal Profit Sharing Plan-4$1,531,633$57,307$14,327iApproximate average salary by contribution assumption: employee only about $358,169 at 4% or $238,779 at 6%; with 50% employer match about $238,779 at 4% or $159,186 at 6%; with 100% employer match about $179,084 at 4% or $119,390 at 6%.
201414$1,508,538$56,458$14,115iApproximate average salary by contribution assumption: employee only about $352,863 at 4% or $235,242 at 6%; with 50% employer match about $235,242 at 4% or $156,828 at 6%; with 100% employer match about $176,431 at 4% or $117,621 at 6%.
William R. O'Neal Profit Sharing Plan-4$1,508,538$56,458$14,115iApproximate average salary by contribution assumption: employee only about $352,863 at 4% or $235,242 at 6%; with 50% employer match about $235,242 at 4% or $156,828 at 6%; with 100% employer match about $176,431 at 4% or $117,621 at 6%.
201314$1,411,598$55,365$13,841iApproximate average salary by contribution assumption: employee only about $346,031 at 4% or $230,688 at 6%; with 50% employer match about $230,688 at 4% or $153,792 at 6%; with 100% employer match about $173,016 at 4% or $115,344 at 6%.
William R. O'Neal Profit Sharing Plan-4$1,411,598$55,365$13,841iApproximate average salary by contribution assumption: employee only about $346,031 at 4% or $230,688 at 6%; with 50% employer match about $230,688 at 4% or $153,792 at 6%; with 100% employer match about $173,016 at 4% or $115,344 at 6%.
201214$1,253,975$54,304$13,576iApproximate average salary by contribution assumption: employee only about $339,400 at 4% or $226,267 at 6%; with 50% employer match about $226,267 at 4% or $150,844 at 6%; with 100% employer match about $169,700 at 4% or $113,133 at 6%.
William R. O'Neal Profit Sharing Plan-4$1,253,975$54,304$13,576iApproximate average salary by contribution assumption: employee only about $339,400 at 4% or $226,267 at 6%; with 50% employer match about $226,267 at 4% or $150,844 at 6%; with 100% employer match about $169,700 at 4% or $113,133 at 6%.
201114$1,162,367$53,338$13,335iApproximate average salary by contribution assumption: employee only about $333,363 at 4% or $222,242 at 6%; with 50% employer match about $222,242 at 4% or $148,161 at 6%; with 100% employer match about $166,681 at 4% or $111,121 at 6%.
William R. O'Neal Profit Sharing Plan-4$1,162,367$53,338$13,335iApproximate average salary by contribution assumption: employee only about $333,363 at 4% or $222,242 at 6%; with 50% employer match about $222,242 at 4% or $148,161 at 6%; with 100% employer match about $166,681 at 4% or $111,121 at 6%.
201012$1,071,764$53,639$26,820iApproximate average salary by contribution assumption: employee only about $670,488 at 4% or $446,992 at 6%; with 50% employer match about $446,992 at 4% or $297,994 at 6%; with 100% employer match about $335,244 at 4% or $223,496 at 6%.
William R. O'Neal Profit Sharing Plan-2$1,071,764$53,639$26,820iApproximate average salary by contribution assumption: employee only about $670,488 at 4% or $446,992 at 6%; with 50% employer match about $446,992 at 4% or $297,994 at 6%; with 100% employer match about $335,244 at 4% or $223,496 at 6%.
200914$930,392$53,517$13,379iApproximate average salary by contribution assumption: employee only about $334,481 at 4% or $222,988 at 6%; with 50% employer match about $222,988 at 4% or $148,658 at 6%; with 100% employer match about $167,241 at 4% or $111,494 at 6%.
William R. O'Neal Profit Sharing Plan-4$930,392$53,517$13,379iApproximate average salary by contribution assumption: employee only about $334,481 at 4% or $222,988 at 6%; with 50% employer match about $222,988 at 4% or $148,658 at 6%; with 100% employer match about $167,241 at 4% or $111,494 at 6%.
200813$784,430$50,352$16,784iApproximate average salary by contribution assumption: employee only about $419,600 at 4% or $279,733 at 6%; with 50% employer match about $279,733 at 4% or $186,489 at 6%; with 100% employer match about $209,800 at 4% or $139,867 at 6%.
William R. O'Neal Profit Sharing Plan-3$784,430$50,352$16,784iApproximate average salary by contribution assumption: employee only about $419,600 at 4% or $279,733 at 6%; with 50% employer match about $279,733 at 4% or $186,489 at 6%; with 100% employer match about $209,800 at 4% or $139,867 at 6%.
200713$0$0-
William R. O'Neal Profit Sharing Plan-3---
200613$967,410$48,229$16,076iApproximate average salary by contribution assumption: employee only about $401,908 at 4% or $267,939 at 6%; with 50% employer match about $267,939 at 4% or $178,626 at 6%; with 100% employer match about $200,954 at 4% or $133,969 at 6%.
William R. O'Neal Profit Sharing Plan-3$967,410$48,229$16,076iApproximate average salary by contribution assumption: employee only about $401,908 at 4% or $267,939 at 6%; with 50% employer match about $267,939 at 4% or $178,626 at 6%; with 100% employer match about $200,954 at 4% or $133,969 at 6%.
200513$800,773$40,650$13,550iApproximate average salary by contribution assumption: employee only about $338,750 at 4% or $225,833 at 6%; with 50% employer match about $225,833 at 4% or $150,556 at 6%; with 100% employer match about $169,375 at 4% or $112,917 at 6%.
William R. O'Neal Profit Sharing Plan-3$800,773$40,650$13,550iApproximate average salary by contribution assumption: employee only about $338,750 at 4% or $225,833 at 6%; with 50% employer match about $225,833 at 4% or $150,556 at 6%; with 100% employer match about $169,375 at 4% or $112,917 at 6%.
200424$753,876$44,974$11,244iApproximate average salary by contribution assumption: employee only about $281,088 at 4% or $187,392 at 6%; with 50% employer match about $187,392 at 4% or $124,928 at 6%; with 100% employer match about $140,544 at 4% or $93,696 at 6%.
William R. O'Neal Profit Sharing Plan-4$753,876$44,974$11,244iApproximate average salary by contribution assumption: employee only about $281,088 at 4% or $187,392 at 6%; with 50% employer match about $187,392 at 4% or $124,928 at 6%; with 100% employer match about $140,544 at 4% or $93,696 at 6%.
WILLIAM R. ONEAL MONEY PURCHASE PENSION PLAN-0---
200325$665,346$43,943$8,789iApproximate average salary by contribution assumption: employee only about $219,715 at 4% or $146,477 at 6%; with 50% employer match about $146,477 at 4% or $97,651 at 6%; with 100% employer match about $109,858 at 4% or $73,238 at 6%.
William R. O'Neal Profit Sharing Plan-5$665,346$43,943$8,789iApproximate average salary by contribution assumption: employee only about $219,715 at 4% or $146,477 at 6%; with 50% employer match about $146,477 at 4% or $97,651 at 6%; with 100% employer match about $109,858 at 4% or $73,238 at 6%.
WILLIAM R. ONEAL MONEY PURCHASE PENSION PLAN-2---
200226$520,472$44,999$7,500iApproximate average salary by contribution assumption: employee only about $187,496 at 4% or $124,997 at 6%; with 50% employer match about $124,997 at 4% or $83,331 at 6%; with 100% employer match about $93,748 at 4% or $62,499 at 6%.
William R. O'Neal Profit Sharing Plan-6$516,093$44,999$7,500iApproximate average salary by contribution assumption: employee only about $187,496 at 4% or $124,997 at 6%; with 50% employer match about $124,997 at 4% or $83,331 at 6%; with 100% employer match about $93,748 at 4% or $62,499 at 6%.
WILLIAM R. ONEAL MONEY PURCHASE PENSION PLAN-5$4,379--
200127$0$0-
William R. O'Neal Profit Sharing Plan-7---
WILLIAM R. ONEAL MONEY PURCHASE PENSION PLAN-7---
200037$958,557$65,653$9,379iApproximate average salary by contribution assumption: employee only about $234,475 at 4% or $156,317 at 6%; with 50% employer match about $156,317 at 4% or $104,211 at 6%; with 100% employer match about $117,238 at 4% or $78,158 at 6%.
William R. O'Neal Profit Sharing Plan-7$351,489$19,137$2,734iApproximate average salary by contribution assumption: employee only about $68,346 at 4% or $45,564 at 6%; with 50% employer match about $45,564 at 4% or $30,376 at 6%; with 100% employer match about $34,173 at 4% or $22,782 at 6%.
WILLIAM R ONEAL MONEY PURCHASE PENSION PLAN-7$303,534$23,258$3,323iApproximate average salary by contribution assumption: employee only about $83,064 at 4% or $55,376 at 6%; with 50% employer match about $55,376 at 4% or $36,917 at 6%; with 100% employer match about $41,532 at 4% or $27,688 at 6%.
WILLIAM R. ONEAL MONEY PURCHASE PENSION PLAN-7$303,534$23,258$3,323iApproximate average salary by contribution assumption: employee only about $83,064 at 4% or $55,376 at 6%; with 50% employer match about $55,376 at 4% or $36,917 at 6%; with 100% employer match about $41,532 at 4% or $27,688 at 6%.