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

JOAN D. O'LEARY, M.D., P.L.'s plan reported $811K in assets and 5 participants for 2023.

Original filing (PDF)20240820103355NAL0005711810001

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

Name: JOAN D. O'LEARY, M.D., P.L. — O'LEARY Cash Balance, Form 5500 (2023)
Creator: JOAN D. O'LEARY, M.D., P.L.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'LEARY Cash Balance Pension Plan

Defined-benefit pension plan · JOAN D. O'LEARY, M.D., P.L.'s O'LEARY Cash Balance Pension Plan held $811K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$811K

Net assets (EOY)

$811K

Plan identifiers

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

EIN 59-3626152

Plan number 002

Plan year 2023

ACK ID 20240820103355NAL0005711810001

Official Form 5500 document

Download the official 2023 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 2023 Form 5500 (PDF)

Plan features

JOAN D. O'LEARY, M.D., P.L.'s plan includes a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score