NATIONAL ASSOCIATION FOR HOLISTIC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION FOR HOLIS 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : NATIONAL ASSOCIATION FOR HOLIS 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-19 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-19 | 182 |
| Net assets as of the end of the plan year | 2025-05-19 | 21015 |
| Total assets as of the beginning of the plan year | 2025-05-19 | 11593 |
| Value of plan covered by a fidelity bond | 2025-05-19 | 20000 |
| Participant contributions to plan in this plan year | 2025-05-19 | 7788 |
| Value of participant loans at end of plan year | 2025-05-19 | 1018 |
| Other expenses paid from plan in this plan year | 2025-05-19 | 0 |
| Other contributions to plan in this plan year | 2025-05-19 | 0 |
| Other income to plan in this plan year | 2025-05-19 | 1816 |
| Plan net income in this plan year | 2025-05-19 | 9422 |
| Net assets as of the end of the plan year | 2025-05-19 | 21015 |
| Net assets as of the beginning of the plan year | 2025-05-19 | 11593 |
| Employer contributions to plan in this plan year | 2025-05-19 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-19 | 182 |
| 2024 : NATIONAL ASSOCIATION FOR HOLIS 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-25 | 78 |
| Net assets as of the end of the plan year | 2024-07-25 | 11593 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 4347 |
| Value of plan covered by a fidelity bond | 2024-07-25 | 20000 |
| Participant contributions to plan in this plan year | 2024-07-25 | 5907 |
| Other expenses paid from plan in this plan year | 2024-07-25 | 0 |
| Other contributions to plan in this plan year | 2024-07-25 | 0 |
| Other income to plan in this plan year | 2024-07-25 | 1417 |
| Plan net income in this plan year | 2024-07-25 | 7246 |
| Net assets as of the end of the plan year | 2024-07-25 | 11593 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 4347 |
| Employer contributions to plan in this plan year | 2024-07-25 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-25 | 78 |
| 2022 : NATIONAL ASSOCIATION FOR HOLIS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-25 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-25 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-25 | 0 |
| Net assets as of the end of the plan year | 2022-05-25 | 559 |
| Total assets as of the beginning of the plan year | 2022-05-25 | 0 |
| Value of plan covered by a fidelity bond | 2022-05-25 | 20000 |
| Participant contributions to plan in this plan year | 2022-05-25 | 558 |
| Other expenses paid from plan in this plan year | 2022-05-25 | 0 |
| Other contributions to plan in this plan year | 2022-05-25 | 0 |
| Other income to plan in this plan year | 2022-05-25 | 1 |
| Plan net income in this plan year | 2022-05-25 | 559 |
| Net assets as of the end of the plan year | 2022-05-25 | 559 |
| Net assets as of the beginning of the plan year | 2022-05-25 | 0 |
| Employer contributions to plan in this plan year | 2022-05-25 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-25 | 0 |
