Original filing (PDF)20250415100539NAL0006151490001

SUSAN F BARNES MD INC

Name: SUSAN F BARNES MD INC — COLLABORATIVE RETIREMENT TRUST, Form 5500 (2024)
Creator: SUSAN F BARNES MD INC

Form 5500-SF

FILING_RECEIVED

COLLABORATIVE RETIREMENT TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$881K

Net assets (EOY)

$881K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUSAN F BARNES MD INC.

Plan sponsor

Name

SUSAN F BARNES MD INC

EIN

46-2013125all filings

Address

6510 SOUTH 6TH STREET · UNIT 79 · KLAMATH FALLS, OR · 97603

Phone

(541) 880-6622

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

COLLABORATIVE OFFICE SERVICES, LLC

EIN

84-3755476

City

RENO, NV

Phone

(203) 622-2000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

MERRITT W. DUNLAP, MD, PC

MERRITT W. DUNLAP, MD, PC 401K PLAN

$881K · 5 participants

INTEGRATED PAIN ASSOCIATES, PLLC

INTEGRATED PAIN ASSOCIATES 401(K) PLAN

$881K · 76 participants

CHICAGO UPTOWN MEDICAL CENTER,S.

CHICAGO UPTOWN MEDICAL CENTER, S.C. RETIREMENT SAVINGS PLAN

$881K · 12 participants

AESTHETICS HAWAII LLC

AESTHETICS HAWAII LLC 401(K) RETIREMENT SAVINGS PLAN

$881K · 6 participants

DARRICK J. ALAIMO, M.D.

DARRICK J. ALAIMO, M.D. RETIREMENT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.