Whole Life Home Health Care, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Whole Life Home Health Care, INC.
  • Sponsor EIN: 263857261
  • Sponsor Address: 2235 ENCINITAS BLVD, SUITE 206, ENCINITAS, CA, 92024
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $617,369

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$617,369$0$0
202316$441,156$0$38,960
202218$236,545$0$34,950
201914$281,298$0$18,182
201816$252,058$0$22,624

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