2023 Form 5500 filing — Wholistic Management Inc 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913135800NAL0011751601001) for Wholistic Management Inc 401(K) Profit Sharing Plan & Trust, reported by Wholistic Management Inc under EIN 33-0994409 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913135800NAL0011751601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wholistic Management Inc
- EIN
- 33-0994409
- Plan number
- 001
- Location
- Mount Rainier, MD
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,082,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,082,007
- Employer contributions
- $224,842
- Participant contributions
- $405,588
- Total income / additions
- $1,371,020
- Benefits paid
- $637,027
- Administrative expenses
- $49,930
- Total expenses
- $686,957
- Net increase / (decrease)
- $684,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Advisors Corporat | ADVISOR | $20,730 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $15,167 | not reported in the loaded dataset |
| 401k Generation | CONTRACT ADMINISTRATOR | $13,173 | not reported in the loaded dataset |