JOSEPH J. BARR, JR., A.P.C. PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$625K
Net assets (EOY)
$625K
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
95
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH J. BARR, JR., A.P.C..
Plan sponsor
Name
JOSEPH J. BARR, JR., A.P.C.
EIN
33-0128558
Address
9820 WILLOW CREEK ROAD, SUITE 230 · SAN DIEGO, CA · 92131
Phone
(619) 235-0444
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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.
