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THE HOLISTIC HEART LLC - 401(K) 401k Plan overview

Plan NameTHE HOLISTIC HEART LLC - 401(K)
Plan identification number 001

THE HOLISTIC HEART LLC - 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE HOLISTIC HEART LLC has sponsored the creation of one or more 401k plans.

Company Name:THE HOLISTIC HEART LLC
Employer identification number (EIN):473232289
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOLISTIC HEART LLC - 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KRISTEN ACCIARI2024-05-30
0012022-01-01KRISTEN ACCIARI2023-07-10
0012021-01-01KRISTEN ACCIARI2022-11-22
0012021-01-01KRISTEN ACCIARI2022-11-10

Financial Data on THE HOLISTIC HEART LLC - 401(K)

Measure Date Value
2025 : THE HOLISTIC HEART LLC - 401(K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-0419371
Net assets as of the end of the plan year2025-09-04102474
Total assets as of the beginning of the plan year2025-09-0473320
Value of plan covered by a fidelity bond2025-09-048000
Participant contributions to plan in this plan year2025-09-0438725
Other income to plan in this plan year2025-09-049800
Plan net income in this plan year2025-09-0429154
Net assets as of the end of the plan year2025-09-04102474
Net assets as of the beginning of the plan year2025-09-0473320
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-04525
2024 : THE HOLISTIC HEART LLC - 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-303038
Net assets as of the end of the plan year2024-05-3073320
Total assets as of the beginning of the plan year2024-05-3030258
Value of plan covered by a fidelity bond2024-05-304000
Participant contributions to plan in this plan year2024-05-3036907
Other income to plan in this plan year2024-05-309193
Plan net income in this plan year2024-05-3043062
Net assets as of the end of the plan year2024-05-3073320
Net assets as of the beginning of the plan year2024-05-3030258
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-30363

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