401k Plan data: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN plan

COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

COTTONWOOD HOLISTIC FAMILY HEALTH has sponsored the creation of one or more 401k plans.

Company Name: COTTONWOOD HOLISTIC FAMILY HEALTH

Employer identification number (EIN): 202517745

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAY CIOTTI, MD 2024-08-09
001 2022-01-01 JAY CIOTTI, MD 2023-07-29
001 2021-01-01 JAY CIOTTI, MD 2022-10-04
001 2020-01-01 SUZANNE CIOTTI 2021-07-20 SUZANNE CIOTTI 2021-07-20
001 2019-01-01 SUZANNE CIOTTI 2020-07-21 SUZANNE CIOTTI 2020-07-21
001 2018-01-01 SUZANNE CIOTTI 2019-09-24 SUZANNE CIOTTI 2019-09-24
001 2017-01-01 SUZANNE CIOTTI 2018-07-16 SUZANNE CIOTTI 2018-07-16
001 2016-01-01 SUZANNE CIOTTI 2017-07-25 SUZANNE CIOTTI 2017-07-25
001 2015-01-01 SUZANNE CIOTTI 2016-10-14 SUZANNE CIOTTI 2016-10-14
001 2014-01-01 SUZANNE CIOTTI
001 2013-01-01 SUZANNE CIOTTI
001 2012-01-01 SUZANNE CIOTTI
001 2011-01-01 SUZANNE CIOTTI
001 2009-01-01 SUZANNE CIOTTI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAY CIOTTI, MD	2024-08-09
001	2022-01-01	JAY CIOTTI, MD	2023-07-29
001	2021-01-01	JAY CIOTTI, MD	2022-10-04
001	2020-01-01	SUZANNE CIOTTI	2021-07-20	SUZANNE CIOTTI	2021-07-20
001	2019-01-01	SUZANNE CIOTTI	2020-07-21	SUZANNE CIOTTI	2020-07-21
001	2018-01-01	SUZANNE CIOTTI	2019-09-24	SUZANNE CIOTTI	2019-09-24
001	2017-01-01	SUZANNE CIOTTI	2018-07-16	SUZANNE CIOTTI	2018-07-16
001	2016-01-01	SUZANNE CIOTTI	2017-07-25	SUZANNE CIOTTI	2017-07-25
001	2015-01-01	SUZANNE CIOTTI	2016-10-14	SUZANNE CIOTTI	2016-10-14
001	2014-01-01	SUZANNE CIOTTI
001	2013-01-01	SUZANNE CIOTTI
001	2012-01-01	SUZANNE CIOTTI
001	2011-01-01	SUZANNE CIOTTI
001	2009-01-01	SUZANNE CIOTTI

Plan Statistics for COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-21 13
Total number of particpants at end of year 2025-07-21 0
Number of Participants With Account Balances 2025-07-21 0
2024: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-08-09 14
Total number of particpants at end of year 2024-08-09 15
Number of Participants With Account Balances 2024-08-09 15
2014: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2009: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2025: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-21	13
Total number of particpants at end of year	2025-07-21	0
Number of Participants With Account Balances	2025-07-21	0
2024: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-08-09	14
Total number of particpants at end of year	2024-08-09	15
Number of Participants With Account Balances	2024-08-09	15
2014: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2009: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-21	0
Total liabilities as of the beginning of the plan year	2025-07-21	0
Total expenses incurred by plan in this plan year	2025-07-21	2430295
Net assets as of the end of the plan year	2025-07-21	0
Total assets as of the beginning of the plan year	2025-07-21	2334352
Value of plan covered by a fidelity bond	2025-07-21	60000
Participant contributions to plan in this plan year	2025-07-21	0
Other contributions to plan in this plan year	2025-07-21	0
Other income to plan in this plan year	2025-07-21	95943
Plan net income in this plan year	2025-07-21	-2334352
Net assets as of the end of the plan year	2025-07-21	0
Net assets as of the beginning of the plan year	2025-07-21	2334352
Employer contributions to plan in this plan year	2025-07-21	0
2024 : COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-08-09	0
Total liabilities as of the beginning of the plan year	2024-08-09	0
Total expenses incurred by plan in this plan year	2024-08-09	11302
Net assets as of the end of the plan year	2024-08-09	2068981
Total assets as of the beginning of the plan year	2024-08-09	1645004
Value of plan covered by a fidelity bond	2024-08-09	60000
Participant contributions to plan in this plan year	2024-08-09	77085
Other contributions to plan in this plan year	2024-08-09	1441
Other income to plan in this plan year	2024-08-09	344225
Plan net income in this plan year	2024-08-09	423977
Net assets as of the end of the plan year	2024-08-09	2068981
Net assets as of the beginning of the plan year	2024-08-09	1645004
Employer contributions to plan in this plan year	2024-08-09	12528
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-09	11302
2014 : COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$59,854
Total plan assets at end of year	2014-12-31	$509,045
Total plan assets at beginning of year	2014-12-31	$449,191
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$41,345
Other income received	2014-12-31	$6,077
Net income (gross income less expenses)	2014-12-31	$59,854
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$509,045
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$449,191
Total contributions received or receivable from employer(s)	2014-12-31	$12,432
2013 : COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$74,436
Total plan assets at end of year	2013-12-31	$409,197
Total plan assets at beginning of year	2013-12-31	$334,761
Total contributions received or receivable from participants	2013-12-31	$40,055
Other income received	2013-12-31	$26,384
Net income (gross income less expenses)	2013-12-31	$74,436
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$409,197
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$334,761
Total contributions received or receivable from employer(s)	2013-12-31	$7,997
2012 : COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$74,483
Total plan assets at end of year	2012-12-31	$334,761
Total plan assets at beginning of year	2012-12-31	$260,278
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$46,399
Other income received	2012-12-31	$12,085
Net income (gross income less expenses)	2012-12-31	$74,483
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$334,761
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$260,278
Total contributions received or receivable from employer(s)	2012-12-31	$15,999
2011 : COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$36,203
Total plan assets at end of year	2011-12-31	$260,278
Total plan assets at beginning of year	2011-12-31	$224,075
Total contributions received or receivable from participants	2011-12-31	$40,198
Other income received	2011-12-31	$-19,788
Net income (gross income less expenses)	2011-12-31	$36,203
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$260,278
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$224,075
Total contributions received or receivable from employer(s)	2011-12-31	$15,793
2010 : COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$75,981
Total plan assets at end of year	2010-12-31	$224,075
Total plan assets at beginning of year	2010-12-31	$148,094
Total contributions received or receivable from participants	2010-12-31	$40,334
Other income received	2010-12-31	$31,046
Net income (gross income less expenses)	2010-12-31	$75,981
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$224,075
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$148,094
Total contributions received or receivable from employer(s)	2010-12-31	$4,601

Form 5500 Responses for COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN

2014: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COTTONWOOD HOLISTIC FAMILY HEALTH, P. C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COTTONWOOD HOLISTIC FAMILY HEALTH
Employer identification number (EIN):	202517745
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)