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Original filing (PDF)20240826192328NAL0010040465001
MARBASA LLC
Form 5500-SF
FILING_RECEIVED
DR. MARTHA E BARRAGAN DDS, INC. DEFINED BENEFIT PLAN II
Defined-benefit pension plan
Signals · 1
Late filing · 9.3 mo
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 9.3 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARBASA LLC.
Plan sponsor
Name
MARBASA LLC
EIN
46-1142616
Address
634 N 13TH STREET · SAN JOSE, CA · 951123012
Phone
(408) 288-5490
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-08-26
Pension benefit codes
1A · Pay-related DB formula
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 providersRelated plans
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