Plan5500

Cottonwood Healthcare, LLC. Retirement Plan — Form 5500 plan (Cottonwood Healthcare, LLC.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cottonwood Healthcare, LLC. Retirement Plan is a benefit plan reported by Cottonwood Healthcare, LLC. under EIN 81-1395533 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $746,704 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cottonwood Healthcare, LLC.
EIN
81-1395533
Plan number
001
Plan type
2
Location
American Fork, UT
Latest filing year
2023
Participants
361
End-of-year plan assets
$746,704

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20241015141037NAL0049825760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$746,704
Total liabilities (EOY)
$15,156
Net assets (EOY)
$731,548
Net assets (BOY)
$650,629

Income & contributions

Employer contributions
$13,681
Participant contributions
$153,172
Total contributions
$166,853
Total income / additions
$281,707

Expenses & distributions

Benefits paid
$181,149
Administrative expenses
$19,639
Total expenses
$200,788
Net increase / (decrease)
$80,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Plan Consultants, LLCRECORDKEEPER - TPA$21,396not reported in the loaded dataset2023

Related Form 5500 pages