2023 Form 5500 filing — Holistic Care Home Health Agency, Inc. 401(K) Plan

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 20250115121632NAL0011753539001) for Holistic Care Home Health Agency, Inc. 401(K) Plan, reported by Holistic Care Home Health Agency, Inc. under EIN 26-1232528 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$94.1KReported net assets$94,065

Participants209

Provider compensation$8863 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250115121632NAL0011753539001
Plan sponsor: Holistic Care Home Health Agency, Inc.
EIN: 26-1232528
Plan number: 001
Location: El Paso, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$94.1K total assets

Net assets$94.1KLiabilities$0

Money in vs. money out

Total income / additions$5.1K

Total expenses$7K

Benefits paid / distributions$6.1K

Full reported line items

Total assets (EOY): $94,065
Total liabilities (EOY): $0
Net assets (EOY): $94,065
Total income / additions: $5,104
Benefits paid: $6,072
Administrative expenses: $886
Total expenses: $6,958
Net increase / (decrease): -$1,854

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Lincoln National Corporation$544
SERVICE PROVIDER · Direct $544 · Indirect $0
2
The Retirement Advantage Inc$300
TPA · Direct $300
3
Lincoln Financial Advisors Corp (Ac$42
SERVICE PROVIDER · Direct $42

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250115121632NAL0011753539001 cover?: It is the 2023 Form 5500 filing for Holistic Care Home Health Agency, Inc. 401(K) Plan, reported by Holistic Care Home Health Agency, Inc. (EIN 26-1232528).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).