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CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN 401k Plan overview

Plan NameCENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN
Plan identification number 001

CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC
Employer identification number (EIN):264789674
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANNALISA PASTORE2024-10-14
0012022-01-01ANNALISA PASTORE2023-06-23
0012021-01-01ANNALISA PASTORE2022-08-30
0012020-01-01ANNALISA PASTORE2021-10-08
0012020-01-01ANNALISA PASTORE2022-08-29
0012019-01-01ANNALISA PASTORE2020-07-17
0012018-01-01ANNALISA PASTORE2019-10-12
0012017-01-01ANNALISA PASTORE2018-10-15
0012016-01-01ANNALISA PASTORE2017-07-21
0012015-10-01ANNALISA PASTORE2016-07-26

Plan Statistics for CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN

401k plan membership statisitcs for CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN

Measure Date Value
2025: CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-132
Total number of particpants at end of year2025-10-132
Number of Participants With Account Balances2025-10-132
2024: CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-142
Total number of particpants at end of year2024-10-142
Number of Participants With Account Balances2024-10-142
2022: CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-302
Total number of particpants at end of year2022-08-302
Number of Participants With Account Balances2022-08-302

Financial Data on CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN

Measure Date Value
2025 : CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN 2025 401k financial data
Net assets as of the end of the plan year2025-10-13630091
Total assets as of the beginning of the plan year2025-10-13501593
Value of plan covered by a fidelity bond2025-10-1360000
Participant contributions to plan in this plan year2025-10-1332487
Other income to plan in this plan year2025-10-1355888
Plan net income in this plan year2025-10-13128498
Net assets as of the end of the plan year2025-10-13630091
Net assets as of the beginning of the plan year2025-10-13501593
Employer contributions to plan in this plan year2025-10-1340123
2024 : CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN 2024 401k financial data
Net assets as of the end of the plan year2024-10-14501593
Total assets as of the beginning of the plan year2024-10-14375560
Value of plan covered by a fidelity bond2024-10-1460000
Participant contributions to plan in this plan year2024-10-1431949
Other income to plan in this plan year2024-10-1463804
Plan net income in this plan year2024-10-14126033
Net assets as of the end of the plan year2024-10-14501593
Net assets as of the beginning of the plan year2024-10-14375560
Employer contributions to plan in this plan year2024-10-1430280
2022 : CENTER FOR HOLISTIC & INTEGRATIVE MEDICINE, LLC 401(K) PLAN 2022 401k financial data
Net assets as of the end of the plan year2022-08-30414120
Total assets as of the beginning of the plan year2022-08-30322058
Value of plan covered by a fidelity bond2022-08-3040000
Participant contributions to plan in this plan year2022-08-3021185
Other income to plan in this plan year2022-08-3048066
Plan net income in this plan year2022-08-3092062
Net assets as of the end of the plan year2022-08-30414120
Net assets as of the beginning of the plan year2022-08-30322058
Employer contributions to plan in this plan year2022-08-3022811

Potentially related plans

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