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HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameHOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN
Plan identification number 001

HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOLISTIC CARE AND RECOVERY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOLISTIC CARE AND RECOVERY, INC.
Employer identification number (EIN):473182810
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Additional information about HOLISTIC CARE AND RECOVERY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2015-02-19
Company Identification Number: P15000016592
Legal Registered Office Address: 315 Doris Drive

Lakeland

33813

More information about HOLISTIC CARE AND RECOVERY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CATHERINE ONUOHA
0012016-01-01CATHERINE ONUOHA
0012015-02-19CATHERINE ONUOHA

Plan Statistics for HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN

401k plan membership statisitcs for HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN

Measure Date Value
2023: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0111
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-018
Number of participants with account balances2022-01-011
2021: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017
Number of participants with account balances2021-01-011
2020: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-011
2019: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-192
Total number of active participants reported on line 7a of the Form 55002015-02-192
Number of retired or separated participants receiving benefits2015-02-190
Number of other retired or separated participants entitled to future benefits2015-02-190
Total of all active and inactive participants2015-02-192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-190
Total participants2015-02-192
Number of participants with account balances2015-02-191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-190

Financial Data on HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN

Measure Date Value
2023 : HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$-52,646
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$705,551
Total plan assets at beginning of year2023-12-31$758,197
Value of fidelity bond covering the plan2023-12-31$150,000
Other income received2023-12-31$-52,646
Net income (gross income less expenses)2023-12-31$-52,646
Net plan assets at end of year (total assets less liabilities)2023-12-31$705,551
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$758,197
Assets. Value of employer securities2023-12-31$705,551
2022 : HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$106,095
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$758,197
Total plan assets at beginning of year2022-12-31$652,102
Value of fidelity bond covering the plan2022-12-31$80,000
Other income received2022-12-31$106,095
Net income (gross income less expenses)2022-12-31$106,095
Net plan assets at end of year (total assets less liabilities)2022-12-31$758,197
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$652,102
Assets. Value of employer securities2022-12-31$758,197
2021 : HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$107,962
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$652,102
Total plan assets at beginning of year2021-12-31$544,140
Other income received2021-12-31$107,962
Net income (gross income less expenses)2021-12-31$107,962
Net plan assets at end of year (total assets less liabilities)2021-12-31$652,102
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$544,140
Assets. Value of employer securities2021-12-31$652,102
2020 : HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$134,303
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$544,140
Total plan assets at beginning of year2020-12-31$409,837
Other income received2020-12-31$134,303
Net income (gross income less expenses)2020-12-31$134,303
Net plan assets at end of year (total assets less liabilities)2020-12-31$544,140
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$409,837
Assets. Value of employer securities2020-12-31$544,140
2019 : HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$66,291
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$409,837
Total plan assets at beginning of year2019-12-31$343,546
Other income received2019-12-31$66,291
Net income (gross income less expenses)2019-12-31$66,291
Net plan assets at end of year (total assets less liabilities)2019-12-31$409,837
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$343,546
Assets. Value of employer securities2019-12-31$409,837
2018 : HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$129,738
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$343,546
Total plan assets at beginning of year2018-12-31$213,808
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$129,738
Net income (gross income less expenses)2018-12-31$129,738
Net plan assets at end of year (total assets less liabilities)2018-12-31$343,546
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$213,808
Assets. Value of employer securities2018-12-31$343,546
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$150,327
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$213,808
Total plan assets at beginning of year2017-12-31$63,481
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$150,327
Net income (gross income less expenses)2017-12-31$150,327
Net plan assets at end of year (total assets less liabilities)2017-12-31$213,808
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$63,481
Assets. Value of employer securities2017-12-31$213,808
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$-190,519
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$63,481
Total plan assets at beginning of year2016-12-31$254,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-190,519
Net income (gross income less expenses)2016-12-31$-190,519
Net plan assets at end of year (total assets less liabilities)2016-12-31$63,481
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$254,000
Assets. Value of employer securities2016-12-31$63,481
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$254,000
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$254,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$163,757
Other income received2015-12-31$90,243
Net income (gross income less expenses)2015-12-31$254,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$254,000
Assets. Value of employer securities2015-12-31$254,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0

Form 5500 Responses for HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN

2023: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOLISTIC CARE AND RECOVERY, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-02-19Type of plan entitySingle employer plan
2015-02-19First time form 5500 has been submittedYes
2015-02-19This return/report is a short plan year return/report (less than 12 months)Yes
2015-02-19Plan funding arrangement – TrustYes
2015-02-19Plan benefit arrangement - TrustYes

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