Wholistic Management Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Wholistic Management Inc)
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, Wholistic Management Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Wholistic Management Inc under EIN 33-0994409 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $5,082,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wholistic Management Inc
- EIN
- 33-0994409
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Rainier, MD
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $5,082,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20240913135800NAL0011751601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,082,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,082,007
- Net assets (BOY)
- $4,397,944
Income & contributions
- Employer contributions
- $224,842
- Participant contributions
- $405,588
- Total contributions
- $636,893
- Total income / additions
- $1,371,020
Expenses & distributions
- Benefits paid
- $637,027
- Administrative expenses
- $49,930
- Total expenses
- $686,957
- Net increase / (decrease)
- $684,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporat | ADVISOR | $20,730 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $15,167 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $13,173 | not reported in the loaded dataset | 2023 |