Holistic Management International
Plan context: Holistic Management International 403(B) Plan
EIN 85-0324203 • Albuquerque, NM • 21 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$476,892
2025 Contributions
$4,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $476,892 | $0 | - |
| Holistic Management International 403(B) Plan | - | 4 | $476,892 | $0 | - |
| 2024 | 1 | 4 | $432,732 | $0 | - |
| Holistic Management International 403(B) Plan | - | 4 | $432,732 | $0 | - |
| 2023 | 1 | 4 | $407,501 | $0 | - |
| Holistic Management International 403(B) Plan | - | 4 | $407,501 | $0 | - |
| 2022 | 1 | 4 | $366,129 | $4,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Holistic Management International 403(B) Plan | - | 4 | $366,129 | $4,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2021 | 1 | 3 | $439,167 | $24,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| Holistic Management International 403(B) Plan | - | 3 | $439,167 | $24,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2020 | 1 | 4 | $365,797 | $24,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Holistic Management International 403(B) Plan | - | 4 | $365,797 | $24,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2019 | 1 | 4 | $308,857 | $24,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Holistic Management International 403(B) Plan | - | 4 | $308,857 | $24,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2018 | 1 | 5 | $284,163 | $25,899 | $5,180iApproximate average salary by contribution assumption: employee only about $129,495 at 4% or $86,330 at 6%; with 50% employer match about $86,330 at 4% or $57,553 at 6%; with 100% employer match about $64,748 at 4% or $43,165 at 6%. |
| Holistic Management International 403(B) Plan | - | 5 | $284,163 | $25,899 | $5,180iApproximate average salary by contribution assumption: employee only about $129,495 at 4% or $86,330 at 6%; with 50% employer match about $86,330 at 4% or $57,553 at 6%; with 100% employer match about $64,748 at 4% or $43,165 at 6%. |
| 2017 | 1 | 4 | $282,682 | $42,933 | $10,733iApproximate average salary by contribution assumption: employee only about $268,331 at 4% or $178,888 at 6%; with 50% employer match about $178,888 at 4% or $119,258 at 6%; with 100% employer match about $134,166 at 4% or $89,444 at 6%. |
| Holistic Management International 403(B) Plan | - | 4 | $282,682 | $42,933 | $10,733iApproximate average salary by contribution assumption: employee only about $268,331 at 4% or $178,888 at 6%; with 50% employer match about $178,888 at 4% or $119,258 at 6%; with 100% employer match about $134,166 at 4% or $89,444 at 6%. |
| 2016 | 1 | 4 | $216,069 | $46,671 | $11,668iApproximate average salary by contribution assumption: employee only about $291,694 at 4% or $194,463 at 6%; with 50% employer match about $194,463 at 4% or $129,642 at 6%; with 100% employer match about $145,847 at 4% or $97,231 at 6%. |
| Holistic Management International 403(B) Plan | - | 4 | $216,069 | $46,671 | $11,668iApproximate average salary by contribution assumption: employee only about $291,694 at 4% or $194,463 at 6%; with 50% employer match about $194,463 at 4% or $129,642 at 6%; with 100% employer match about $145,847 at 4% or $97,231 at 6%. |
| 2015 | 1 | 4 | $167,670 | $64,378 | $16,095iApproximate average salary by contribution assumption: employee only about $402,363 at 4% or $268,242 at 6%; with 50% employer match about $268,242 at 4% or $178,828 at 6%; with 100% employer match about $201,181 at 4% or $134,121 at 6%. |
| Holistic Management International 403(B) Plan | - | 4 | $167,670 | $64,378 | $16,095iApproximate average salary by contribution assumption: employee only about $402,363 at 4% or $268,242 at 6%; with 50% employer match about $268,242 at 4% or $178,828 at 6%; with 100% employer match about $201,181 at 4% or $134,121 at 6%. |
| 2014 | 1 | 4 | $134,511 | $33,923 | $8,481iApproximate average salary by contribution assumption: employee only about $212,019 at 4% or $141,346 at 6%; with 50% employer match about $141,346 at 4% or $94,231 at 6%; with 100% employer match about $106,009 at 4% or $70,673 at 6%. |
| Holistic Management International 403(B) Plan | - | 4 | $134,511 | $33,923 | $8,481iApproximate average salary by contribution assumption: employee only about $212,019 at 4% or $141,346 at 6%; with 50% employer match about $141,346 at 4% or $94,231 at 6%; with 100% employer match about $106,009 at 4% or $70,673 at 6%. |
| 2013 | 1 | 3 | $95,186 | $24,516 | $8,172iApproximate average salary by contribution assumption: employee only about $204,300 at 4% or $136,200 at 6%; with 50% employer match about $136,200 at 4% or $90,800 at 6%; with 100% employer match about $102,150 at 4% or $68,100 at 6%. |
| Holistic Management International 403(B) Plan | - | 3 | $95,186 | $24,516 | $8,172iApproximate average salary by contribution assumption: employee only about $204,300 at 4% or $136,200 at 6%; with 50% employer match about $136,200 at 4% or $90,800 at 6%; with 100% employer match about $102,150 at 4% or $68,100 at 6%. |
| 2012 | 1 | 2 | $59,721 | $25,031 | $12,516iApproximate average salary by contribution assumption: employee only about $312,888 at 4% or $208,592 at 6%; with 50% employer match about $208,592 at 4% or $139,061 at 6%; with 100% employer match about $156,444 at 4% or $104,296 at 6%. |
| Holistic Management International 403(B) Plan | - | 2 | $59,721 | $25,031 | $12,516iApproximate average salary by contribution assumption: employee only about $312,888 at 4% or $208,592 at 6%; with 50% employer match about $208,592 at 4% or $139,061 at 6%; with 100% employer match about $156,444 at 4% or $104,296 at 6%. |
| 2011 | 1 | 2 | $28,350 | $30,578 | $15,289iApproximate average salary by contribution assumption: employee only about $382,225 at 4% or $254,817 at 6%; with 50% employer match about $254,817 at 4% or $169,878 at 6%; with 100% employer match about $191,113 at 4% or $127,408 at 6%. |
| Holistic Management International 403(B) Plan | - | 2 | $28,350 | $30,578 | $15,289iApproximate average salary by contribution assumption: employee only about $382,225 at 4% or $254,817 at 6%; with 50% employer match about $254,817 at 4% or $169,878 at 6%; with 100% employer match about $191,113 at 4% or $127,408 at 6%. |
| 2010 | 1 | 3 | $94,318 | $7,500 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Holistic Management International 403(B) Plan | - | 3 | $94,318 | $7,500 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2009 | 1 | 3 | $109,272 | $68,554 | $22,851iApproximate average salary by contribution assumption: employee only about $571,283 at 4% or $380,856 at 6%; with 50% employer match about $380,856 at 4% or $253,904 at 6%; with 100% employer match about $285,642 at 4% or $190,428 at 6%. |
| Holistic Management International 403(B) Plan | - | 3 | $109,272 | $68,554 | $22,851iApproximate average salary by contribution assumption: employee only about $571,283 at 4% or $380,856 at 6%; with 50% employer match about $380,856 at 4% or $253,904 at 6%; with 100% employer match about $285,642 at 4% or $190,428 at 6%. |
| 2008 | 1 | 5 | $168,249 | $81,946 | $16,389iApproximate average salary by contribution assumption: employee only about $409,730 at 4% or $273,153 at 6%; with 50% employer match about $273,153 at 4% or $182,102 at 6%; with 100% employer match about $204,865 at 4% or $136,577 at 6%. |
| Holistic Management International 403(B) Plan | - | 5 | $168,249 | $81,946 | $16,389iApproximate average salary by contribution assumption: employee only about $409,730 at 4% or $273,153 at 6%; with 50% employer match about $273,153 at 4% or $182,102 at 6%; with 100% employer match about $204,865 at 4% or $136,577 at 6%. |
| 2007 | 1 | 33 | $0 | $0 | - |
| Holistic Management International 403(B) Plan | - | 33 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Holistic Management International 403(B) Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Holistic Management International 403(B) Plan | - | 0 | - | - | - |