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Form 5500 · Retirement plan · EL PASO, TX

HOLISTIC CARE HOME HEALTH AGENCY, INC.

The filing calls this plan HOLISTIC CARE HOME HEALTH AGENCY, INC. 401(K) PLAN.

HOLISTIC CARE HOME HEALTH AGENCY, INC. of EL PASO, TX's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Augustas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1232528 · plan 001 · plan year 2024, filed Apr 14, 2025

Participants at the start of the year
200
Contracts on file
1
Contract value
—
Plan year end
August

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in August.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC0August—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
HOLISTIC CARE HOME HEALTH AGENCY, INC.
EIN 26-1232528
LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-1140070
$9,876
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Paid out in benefits
$66,326
Participants at the start of the year
200
Participants with account balances
0

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 58-0662558
HANCOCK, ASKEW & CO, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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