Joan D. O'leary, M.D., P.L.

Form 5500

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

12143 Dividing Oaks Trail East, Jacksonville, FL 32223 (904) 673-1604 EIN:59-3626152 Plan Admin:William A O'leary

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameO'LEARY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,230,930 / $1,995,612	2022	O'LEARY 401(K) PROFIT SHARING PLAN - Plan #001	11 / 11	$2,230,930 / $1,995,612
2022	Plan NameO'LEARY CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$547,388 / $629,474	2022	O'LEARY CASH BALANCE PENSION PLAN - Plan #002	6 / 5	$547,388 / $629,474
2021	Plan NameO'LEARY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,906,860 / $2,230,930	2021	O'LEARY 401(K) PROFIT SHARING PLAN - Plan #001	12 / 11	$1,906,860 / $2,230,930
2021	Plan NameO'LEARY CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$426,233 / $547,388	2021	O'LEARY CASH BALANCE PENSION PLAN - Plan #002	7 / 6	$426,233 / $547,388
2020	Plan NameO'LEARY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,803,773 / $1,906,860	2020	O'LEARY 401(K) PROFIT SHARING PLAN - Plan #001	11 / 10	$1,803,773 / $1,906,860
2020	Plan NameO'LEARY CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$275,165 / $426,233	2020	O'LEARY CASH BALANCE PENSION PLAN - Plan #002	6 / 7	$275,165 / $426,233
2019	Plan NameO'LEARY PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY12 / 9 Assets BOY/EOY$1,067,770 / $1,803,773	2019	O'LEARY PROFIT SHARING PLAN AND TRUST - Plan #001	12 / 9	$1,067,770 / $1,803,773
2019	Plan NameO'LEARY CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$129,338 / $275,165	2019	O'LEARY CASH BALANCE PENSION PLAN - Plan #002	5 / 6	$129,338 / $275,165