How big is JOAN D. O'LEARY, M.D., P.L.'s plan?

JOAN D. O'LEARY, M.D., P.L.'s plan reported $2.0M in assets and 5 participants for 2022.

Original filing (PDF)20230925122644NAL0004515043001

JOAN D. O'LEARY, M.D., P.L.

Name: JOAN D. O'LEARY, M.D., P.L. — O'LEARY 401(k) Profit, Form 5500 (2022)
Creator: JOAN D. O'LEARY, M.D., P.L.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'LEARY 401(k) Profit Sharing Plan

401(k) retirement plan · JOAN D. O'LEARY, M.D., P.L.'s O'LEARY 401(k) Profit Sharing Plan held $2.0M in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

JOAN D. O'LEARY, M.D., P.L.'s EIN is 59-3626152.

EIN 59-3626152

Plan number 001

Plan year 2022

ACK ID 20230925122644NAL0004515043001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for JOAN D. O'LEARY, M.D., P.L. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

JOAN D. O'LEARY, M.D., P.L.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

JOAN D. O'LEARY, M.D., P.L.

EIN

all filings

Address

12143 DIVIDING OAKS TRAIL EAST · JACKSONVILLE, FL · 32223

Phone

(904) 673-1604

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator