Original filing (PDF)20250427152704NAL0017555120001

DAVID M. O'NEIL, M.D., P.A.

Name: DAVID M. O'NEIL, M.D., P.A. — DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: DAVID M. O'NEIL, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 5.4 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID M. O'NEIL, M.D., P.A..

Plan sponsor

Name

DAVID M. O'NEIL, M.D., P.A.

EIN

52-1331293

Address

17 FONTANA LANE, #201 · BALTIMORE, MD · 21237

Phone

(410) 686-8220

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-04-27

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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