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JOSEPH F. BARAKEH, D.O., PH.D. — JOSEPH F. BARAKEH, D.O., PH.D. 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260128163118NAL0003534081001
JOSEPH F. BARAKEH, D.O., PH.D.
Form 5500-SF
FILING_RECEIVED
JOSEPH F. BARAKEH, D.O., PH.D. 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.4 mo
Active participants
5
Accounts w/ balance
11
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOSEPH F. BARAKEH, D.O., PH.D.
.
Find decision makers
Plan sponsor
Name
JOSEPH F. BARAKEH, D.O., PH.D.
EIN
90-0506360
Address
1855 SAN MIGUEL DRIVE, SUITE 28 · WALNUT CREEK, CA · 94596
Phone
(925) 935-8820
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2026-01-28
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 2.4 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.
—
Trustee phone
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