Plan Snapshot
- Plan Sponsor: Steven O'Neal, Cpa
- Sponsor EIN: 272278746
- Sponsor Address: 111 EAST DRAKE RD, SALLISAW, OK, 74955
- Plan Type: DC
- Total Participants: 1
- Total Assets: $125,306
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $125,306 | $0 | $0 |
| 2023 | 2 | $11,685 | $0 | $0 |
| 2022 | 3 | $255,825 | $0 | $0 |