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 PENSION PLAN, Form 5500 (2023)
Creator: JOAN D. O'LEARY, M.D., P.L.

Form 5500-SF

FILING_RECEIVED

O'LEARY CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$811K

Net assets (EOY)

$811K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOAN D. O'LEARY, M.D., P.L..

Plan sponsor

Name

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

EIN

59-3626152all filings

Address

3430 KORI ROAD, SUITE 4 · JACKSONVILLE, FL · 32257

Phone

(904) 880-5554

Industry

Law Offices· Professional & Technical Servicessee 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

2024-08-20

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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