Mount Rainier, MD Form 5500 retirement and benefit plan filings
City Form 5500 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, Mount Rainier, MD has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,119,522 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $5,119,522
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $5,119,522
Contributions & income
- Employer contributions
- $224,842
- Participant contributions
- $405,588
- Total income / additions
- $1,403,889
Expenses & distributions
- Benefits paid / distributions
- $637,027
- Total expenses
- $686,957
- Net increase / (decrease)
- $716,932
Coverage
- Total reported participants
- 464
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Rainier, MD plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Wholistic Management Inc 401(K) Profit Sharing Plan & Trust | Wholistic Management Inc | $5,082,007 | 2023 |
| Kapri Home Services Co. 401(K) Plan | Kapri Home Services Co. | $37,515 | 2023 |
| Wholistic Management Inc Wrap Benefit Plan | Wholistic Management Inc | not reported in the loaded dataset | 2023 |
Largest plans in Mount Rainier → · Mount Rainier plans by participants → · Mount Rainier plans with financial data → · Mount Rainier plans with provider compensation → · $1B+ plans in Mount Rainier →
Related Form 5500 pages
- All MD Form 5500 filings
- Wholistic Management Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Wholistic Management Inc — all reported plans
- Kapri Home Services Co. 401(K) Plan (plan 001)
- Kapri Home Services Co. — all reported plans
- Wholistic Management Inc Wrap Benefit Plan (plan 501)
- Methodology
- Data sources