Civic Intelligence

Joan D. Oleary, M.D., P.L.

Plan context: O'LEARY CASH BALANCE PENSION PLAN

EIN 59-3626152 • Jacksonville, FL • 29 filings • 5 plans

3430 Kori Road, Suite 4Jacksonville, FL 32257
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$810,794

2023 Contributions

$109,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,778,318$1,389,159$0200020122023YearValue
$810,794Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260200020122023YearValue
5Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202315$810,794$109,000$21,800iApproximate average salary by contribution assumption: employee only about $545,000 at 4% or $363,333 at 6%; with 50% employer match about $363,333 at 4% or $242,222 at 6%; with 100% employer match about $272,500 at 4% or $181,667 at 6%.
O'LEARY CASH BALANCE PENSION PLAN-5$810,794$109,000$21,800iApproximate average salary by contribution assumption: employee only about $545,000 at 4% or $363,333 at 6%; with 50% employer match about $363,333 at 4% or $242,222 at 6%; with 100% employer match about $272,500 at 4% or $181,667 at 6%.
2022211$2,625,086$226,772$20,616iApproximate average salary by contribution assumption: employee only about $515,391 at 4% or $343,594 at 6%; with 50% employer match about $343,594 at 4% or $229,063 at 6%; with 100% employer match about $257,695 at 4% or $171,797 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-11$1,995,612$80,093$7,281iApproximate average salary by contribution assumption: employee only about $182,030 at 4% or $121,353 at 6%; with 50% employer match about $121,353 at 4% or $80,902 at 6%; with 100% employer match about $91,015 at 4% or $60,677 at 6%.
O'LEARY CASH BALANCE PENSION PLAN-5$629,474$146,679$29,336iApproximate average salary by contribution assumption: employee only about $733,395 at 4% or $488,930 at 6%; with 50% employer match about $488,930 at 4% or $325,953 at 6%; with 100% employer match about $366,698 at 4% or $244,465 at 6%.
2021211$2,778,318$240,153$21,832iApproximate average salary by contribution assumption: employee only about $545,802 at 4% or $363,868 at 6%; with 50% employer match about $363,868 at 4% or $242,579 at 6%; with 100% employer match about $272,901 at 4% or $181,934 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-11$2,230,930$150,992$13,727iApproximate average salary by contribution assumption: employee only about $343,164 at 4% or $228,776 at 6%; with 50% employer match about $228,776 at 4% or $152,517 at 6%; with 100% employer match about $171,582 at 4% or $114,388 at 6%.
O'LEARY CASH BALANCE PENSION PLAN-6$547,388$89,161$14,860iApproximate average salary by contribution assumption: employee only about $371,504 at 4% or $247,669 at 6%; with 50% employer match about $247,669 at 4% or $165,113 at 6%; with 100% employer match about $185,752 at 4% or $123,835 at 6%.
2020210$2,333,093$210,803$21,080iApproximate average salary by contribution assumption: employee only about $527,008 at 4% or $351,338 at 6%; with 50% employer match about $351,338 at 4% or $234,226 at 6%; with 100% employer match about $263,504 at 4% or $175,669 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-10$1,906,860$75,837$7,584iApproximate average salary by contribution assumption: employee only about $189,593 at 4% or $126,395 at 6%; with 50% employer match about $126,395 at 4% or $84,263 at 6%; with 100% employer match about $94,796 at 4% or $63,198 at 6%.
O'LEARY CASH BALANCE PENSION PLAN-7$426,233$134,966$19,281iApproximate average salary by contribution assumption: employee only about $482,021 at 4% or $321,348 at 6%; with 50% employer match about $321,348 at 4% or $214,232 at 6%; with 100% employer match about $241,011 at 4% or $160,674 at 6%.
201929$2,078,938$630,337$70,037iApproximate average salary by contribution assumption: employee only about $1,750,936 at 4% or $1,167,291 at 6%; with 50% employer match about $1,167,291 at 4% or $778,194 at 6%; with 100% employer match about $875,468 at 4% or $583,645 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-9$1,803,773$492,603$54,734iApproximate average salary by contribution assumption: employee only about $1,368,342 at 4% or $912,228 at 6%; with 50% employer match about $912,228 at 4% or $608,152 at 6%; with 100% employer match about $684,171 at 4% or $456,114 at 6%.
O'LEARY CASH BALANCE PENSION PLAN-6$275,165$137,734$22,956iApproximate average salary by contribution assumption: employee only about $573,892 at 4% or $382,594 at 6%; with 50% employer match about $382,594 at 4% or $255,063 at 6%; with 100% employer match about $286,946 at 4% or $191,297 at 6%.
2018212$1,197,108$169,338$14,112iApproximate average salary by contribution assumption: employee only about $352,788 at 4% or $235,192 at 6%; with 50% employer match about $235,192 at 4% or $156,794 at 6%; with 100% employer match about $176,394 at 4% or $117,596 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-12$1,067,770$40,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
O'LEARY CASH BALANCE PENSION PLAN-5$129,338$129,338$25,868iApproximate average salary by contribution assumption: employee only about $646,690 at 4% or $431,127 at 6%; with 50% employer match about $431,127 at 4% or $287,418 at 6%; with 100% employer match about $323,345 at 4% or $215,563 at 6%.
201716$1,088,377$71,764$11,961iApproximate average salary by contribution assumption: employee only about $299,017 at 4% or $199,344 at 6%; with 50% employer match about $199,344 at 4% or $132,896 at 6%; with 100% employer match about $149,508 at 4% or $99,672 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-6$1,088,377$71,764$11,961iApproximate average salary by contribution assumption: employee only about $299,017 at 4% or $199,344 at 6%; with 50% employer match about $199,344 at 4% or $132,896 at 6%; with 100% employer match about $149,508 at 4% or $99,672 at 6%.
201614$959,198$56,629$14,157iApproximate average salary by contribution assumption: employee only about $353,931 at 4% or $235,954 at 6%; with 50% employer match about $235,954 at 4% or $157,303 at 6%; with 100% employer match about $176,966 at 4% or $117,977 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-4$959,198$56,629$14,157iApproximate average salary by contribution assumption: employee only about $353,931 at 4% or $235,954 at 6%; with 50% employer match about $235,954 at 4% or $157,303 at 6%; with 100% employer match about $176,966 at 4% or $117,977 at 6%.
201515$884,986$35,029$7,006iApproximate average salary by contribution assumption: employee only about $175,145 at 4% or $116,763 at 6%; with 50% employer match about $116,763 at 4% or $77,842 at 6%; with 100% employer match about $87,573 at 4% or $58,382 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-5$884,986$35,029$7,006iApproximate average salary by contribution assumption: employee only about $175,145 at 4% or $116,763 at 6%; with 50% employer match about $116,763 at 4% or $77,842 at 6%; with 100% employer match about $87,573 at 4% or $58,382 at 6%.
201414$858,196$63,679$15,920iApproximate average salary by contribution assumption: employee only about $397,994 at 4% or $265,329 at 6%; with 50% employer match about $265,329 at 4% or $176,886 at 6%; with 100% employer match about $198,997 at 4% or $132,665 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-4$858,196$63,679$15,920iApproximate average salary by contribution assumption: employee only about $397,994 at 4% or $265,329 at 6%; with 50% employer match about $265,329 at 4% or $176,886 at 6%; with 100% employer match about $198,997 at 4% or $132,665 at 6%.
201314$779,711$59,196$14,799iApproximate average salary by contribution assumption: employee only about $369,975 at 4% or $246,650 at 6%; with 50% employer match about $246,650 at 4% or $164,433 at 6%; with 100% employer match about $184,988 at 4% or $123,325 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-4$779,711$59,196$14,799iApproximate average salary by contribution assumption: employee only about $369,975 at 4% or $246,650 at 6%; with 50% employer match about $246,650 at 4% or $164,433 at 6%; with 100% employer match about $184,988 at 4% or $123,325 at 6%.
201214$681,697$60,316$15,079iApproximate average salary by contribution assumption: employee only about $376,975 at 4% or $251,317 at 6%; with 50% employer match about $251,317 at 4% or $167,544 at 6%; with 100% employer match about $188,488 at 4% or $125,658 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-4$681,697$60,316$15,079iApproximate average salary by contribution assumption: employee only about $376,975 at 4% or $251,317 at 6%; with 50% employer match about $251,317 at 4% or $167,544 at 6%; with 100% employer match about $188,488 at 4% or $125,658 at 6%.
201113$577,326$57,925$19,308iApproximate average salary by contribution assumption: employee only about $482,708 at 4% or $321,806 at 6%; with 50% employer match about $321,806 at 4% or $214,537 at 6%; with 100% employer match about $241,354 at 4% or $160,903 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-3$577,326$57,925$19,308iApproximate average salary by contribution assumption: employee only about $482,708 at 4% or $321,806 at 6%; with 50% employer match about $321,806 at 4% or $214,537 at 6%; with 100% employer match about $241,354 at 4% or $160,903 at 6%.
201014$537,240$62,780$15,695iApproximate average salary by contribution assumption: employee only about $392,375 at 4% or $261,583 at 6%; with 50% employer match about $261,583 at 4% or $174,389 at 6%; with 100% employer match about $196,188 at 4% or $130,792 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-4$537,240$62,780$15,695iApproximate average salary by contribution assumption: employee only about $392,375 at 4% or $261,583 at 6%; with 50% employer match about $261,583 at 4% or $174,389 at 6%; with 100% employer match about $196,188 at 4% or $130,792 at 6%.
200914$437,743$60,895$15,224iApproximate average salary by contribution assumption: employee only about $380,594 at 4% or $253,729 at 6%; with 50% employer match about $253,729 at 4% or $169,153 at 6%; with 100% employer match about $190,297 at 4% or $126,865 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-4$437,743$60,895$15,224iApproximate average salary by contribution assumption: employee only about $380,594 at 4% or $253,729 at 6%; with 50% employer match about $253,729 at 4% or $169,153 at 6%; with 100% employer match about $190,297 at 4% or $126,865 at 6%.
200814$319,807$48,542$12,136iApproximate average salary by contribution assumption: employee only about $303,388 at 4% or $202,258 at 6%; with 50% employer match about $202,258 at 4% or $134,839 at 6%; with 100% employer match about $151,694 at 4% or $101,129 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-4$319,807$48,542$12,136iApproximate average salary by contribution assumption: employee only about $303,388 at 4% or $202,258 at 6%; with 50% employer match about $202,258 at 4% or $134,839 at 6%; with 100% employer match about $151,694 at 4% or $101,129 at 6%.
200714$412,486$48,875$12,219iApproximate average salary by contribution assumption: employee only about $305,469 at 4% or $203,646 at 6%; with 50% employer match about $203,646 at 4% or $135,764 at 6%; with 100% employer match about $152,734 at 4% or $101,823 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-4$412,486$48,875$12,219iApproximate average salary by contribution assumption: employee only about $305,469 at 4% or $203,646 at 6%; with 50% employer match about $203,646 at 4% or $135,764 at 6%; with 100% employer match about $152,734 at 4% or $101,823 at 6%.
200612$338,000$41,662$20,831iApproximate average salary by contribution assumption: employee only about $520,775 at 4% or $347,183 at 6%; with 50% employer match about $347,183 at 4% or $231,456 at 6%; with 100% employer match about $260,388 at 4% or $173,592 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-2$338,000$41,662$20,831iApproximate average salary by contribution assumption: employee only about $520,775 at 4% or $347,183 at 6%; with 50% employer match about $347,183 at 4% or $231,456 at 6%; with 100% employer match about $260,388 at 4% or $173,592 at 6%.
200513$261,170$50,557$16,852iApproximate average salary by contribution assumption: employee only about $421,308 at 4% or $280,872 at 6%; with 50% employer match about $280,872 at 4% or $187,248 at 6%; with 100% employer match about $210,654 at 4% or $140,436 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-3$261,170$50,557$16,852iApproximate average salary by contribution assumption: employee only about $421,308 at 4% or $280,872 at 6%; with 50% employer match about $280,872 at 4% or $187,248 at 6%; with 100% employer match about $210,654 at 4% or $140,436 at 6%.
200413$194,685$44,340$14,780iApproximate average salary by contribution assumption: employee only about $369,500 at 4% or $246,333 at 6%; with 50% employer match about $246,333 at 4% or $164,222 at 6%; with 100% employer match about $184,750 at 4% or $123,167 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-3$194,685$44,340$14,780iApproximate average salary by contribution assumption: employee only about $369,500 at 4% or $246,333 at 6%; with 50% employer match about $246,333 at 4% or $164,222 at 6%; with 100% employer match about $184,750 at 4% or $123,167 at 6%.
200312$139,585$45,629$22,815iApproximate average salary by contribution assumption: employee only about $570,363 at 4% or $380,242 at 6%; with 50% employer match about $380,242 at 4% or $253,494 at 6%; with 100% employer match about $285,181 at 4% or $190,121 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-2$139,585$45,629$22,815iApproximate average salary by contribution assumption: employee only about $570,363 at 4% or $380,242 at 6%; with 50% employer match about $380,242 at 4% or $253,494 at 6%; with 100% employer match about $285,181 at 4% or $190,121 at 6%.
200212$78,590$43,250$21,625iApproximate average salary by contribution assumption: employee only about $540,625 at 4% or $360,417 at 6%; with 50% employer match about $360,417 at 4% or $240,278 at 6%; with 100% employer match about $270,313 at 4% or $180,208 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-2$78,590$43,250$21,625iApproximate average salary by contribution assumption: employee only about $540,625 at 4% or $360,417 at 6%; with 50% employer match about $360,417 at 4% or $240,278 at 6%; with 100% employer match about $270,313 at 4% or $180,208 at 6%.
200112$39,527$28,299$14,150iApproximate average salary by contribution assumption: employee only about $353,738 at 4% or $235,825 at 6%; with 50% employer match about $235,825 at 4% or $157,217 at 6%; with 100% employer match about $176,869 at 4% or $117,913 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-2$39,527$28,299$14,150iApproximate average salary by contribution assumption: employee only about $353,738 at 4% or $235,825 at 6%; with 50% employer match about $235,825 at 4% or $157,217 at 6%; with 100% employer match about $176,869 at 4% or $117,913 at 6%.
200012$11,190$11,190$5,595iApproximate average salary by contribution assumption: employee only about $139,875 at 4% or $93,250 at 6%; with 50% employer match about $93,250 at 4% or $62,167 at 6%; with 100% employer match about $69,938 at 4% or $46,625 at 6%.
Joan D. O'Leary, M.D., P.L. Profit Sharing Plan-2$11,190$11,190$5,595iApproximate average salary by contribution assumption: employee only about $139,875 at 4% or $93,250 at 6%; with 50% employer match about $93,250 at 4% or $62,167 at 6%; with 100% employer match about $69,938 at 4% or $46,625 at 6%.