How big is Susan F Barnes MD Inc.'s plan?

Susan F Barnes MD Inc.'s plan reported $881K in assets and 2 participants for 2024.

Original filing (PDF)20250415100539NAL0006151490001

Susan F Barnes MD Inc.

Name: Susan F Barnes MD Inc. — Collaborative Retirement, Form 5500 (2024)
Creator: Susan F Barnes MD Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · Susan F Barnes MD Inc.'s Collaborative Retirement Trust held $881K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$881K

Net assets (EOY)

$881K

Plan identifiers

Susan F Barnes MD Inc.'s EIN is 46-2013125.

EIN 46-2013125

Plan number 001

Plan year 2024

ACK ID 20250415100539NAL0006151490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Susan F Barnes MD Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Susan F Barnes MD Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts.

Decision-maker contacts

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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