Original filing (PDF)20250404082913NAL0006707219001

DANIEL OHARA M D P A

Name: DANIEL OHARA M D P A — DANIEL OHARA M D P A 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DANIEL OHARA M D P A

Form 5500-SF

FILING_RECEIVED

DANIEL OHARA M D P A 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$209K

Net assets (EOY)

$209K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL OHARA M D P A.

Plan sponsor

Name

DANIEL OHARA M D P A

EIN

65-1157989

Address

660 GLADES RD STE 380 · BOCA RATON, FL · 334316469

Phone

(561) 393-1994

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

FLORIDA SURGICAL PHYSICIANS, P.A.

FLORIDA SURGICAL PHYSICIANS, P.A. 401(K) RETIREMENT PLAN

$209K · 6 participants

NORMAN J. TORRES, M.D., P.A.

NORMAN J. TORRES, M.D., P.A. 401(K) PLAN

$209K · 4 participants

PIRATE PEDIATRICS, P.A.

PIRATE PEDIATRICS, P.A. CASH BALANCE PLAN

$209K · 9 participants

SAN DIEGO UPTOWN PEDIATRICS MEDICAL GROUP INC.

SAN DIEGO UPTOWN PEDIATRICS MEDICAL GROUP 401K PROFIT SHARING PLAN

$209K · 5 participants

REINER LLC

REINER LLC 401(K) PROFIT SHARING PLAN & TRUST