Original filing (PDF)20251015160626NAL0010545810017

MICHAEL J. O'LEARY, M.D., INC.

Name: MICHAEL J. O'LEARY, M.D., INC. — MICHAEL J. O'LEARY, M.D., INC. 401(K) PLAN, Form 5500 (2024)
Creator: MICHAEL J. O'LEARY, M.D., INC.

Form 5500-SF

FILING_RECEIVED

MICHAEL J. O'LEARY, M.D., INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL J. O'LEARY, M.D., INC..

Plan sponsor

Name

MICHAEL J. O'LEARY, M.D., INC.

EIN

33-0924769

Address

3590 CAMINO DEL RIO N. · SUITE 101 · SAN DIEGO, CA · 92108

Phone

(619) 229-4903

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2G · Total participant-directed accounts

2E · Profit-sharing

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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