Plan5500

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.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.1MPlan net assets, end of year$5,082,007
Participants316Covered participants reported
Assets / participant$16.1KComputed: assets ÷ participants$16,082 (computed)
Provider compensation$49.1K3 Schedule C provider row(s)$49,070
Plan sponsor
Wholistic Management Inc
EIN
33-0994409
Plan number
001
Plan type
2
Location
Mount Rainier, MD
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    316 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$687K
Benefits paid / distributions$637K
Contributions
Employer$224.8K
Participant$405.6K
Full reported line items

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
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lincoln Financial Advisors Corporat$20.7K
    ADVISOR · Direct $20.7K
  2. 2
    Paychex, Inc.$15.2K
    RECORDKEEPER · Direct $15.2K
  3. 3
    401k Generation$13.2K
    CONTRACT ADMINISTRATOR · Direct $13.2K

What to inspect next

Frequently asked questions

Who sponsors the Wholistic Management Inc 401(K) Profit Sharing Plan & Trust?
Wholistic Management Inc 401(K) Profit Sharing Plan & Trust is reported as sponsored by Wholistic Management Inc (EIN 33-0994409, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Wholistic Management Inc 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Wholistic Management Inc 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does Wholistic Management Inc 401(K) Profit Sharing Plan & Trust report?
Wholistic Management Inc 401(K) Profit Sharing Plan & Trust reports 316 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Wholistic Management Inc 401(K) Profit Sharing Plan & Trust?
Wholistic Management Inc 401(K) Profit Sharing Plan & Trust reports $5,082,007 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages