Holistic Management International at 2425 San Pedro Dr NE STE A, Albuquerque, Nm 87110 lists Ann Adams and Jonathan Cobb as associates.
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Sanchez, Mowrer & Desiderio, P.C.
Registered Agent
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115 8TH ST SW, ALBUQUERQUE, NM 87102
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Ann Adams
CEO
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Jonathan Cobb
Director
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Kelly Sidoryk
Director
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Kevin Boyer
Director
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Kirrily Blomfield
Director
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Sarah Williford
Director
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Avery Anderson
Director
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Brad Schmidt
Director
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Breanna Owens
Director
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2425 SAN PEDRO DR NE STE A, ALBUQUERQUE, NM 87110
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHOLISTIC MANAGEMENT INTERNATIONAL 403(B) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$366,129 / $407,501 | 2023 | HOLISTIC MANAGEMENT INTERNATIONAL 403(B) PLAN - Plan #001 | 6 / 5 | $366,129 / $407,501 |
| 2022 | Plan NameHOLISTIC MANAGEMENT INTERNATIONAL 403(B) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$439,167 / $366,129 | 2022 | HOLISTIC MANAGEMENT INTERNATIONAL 403(B) PLAN - Plan #001 | 6 / 6 | $439,167 / $366,129 |
| 2021 | Plan NameHOLISTIC MANAGEMENT INTERNATIONAL 403(B) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$365,797 / $439,167 | 2021 | HOLISTIC MANAGEMENT INTERNATIONAL 403(B) PLAN - Plan #001 | 6 / 6 | $365,797 / $439,167 |
| 2020 | Plan NameHOLISTIC MANAGEMENT INTERNATIONAL 403(B) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$308,857 / $365,797 | 2020 | HOLISTIC MANAGEMENT INTERNATIONAL 403(B) PLAN - Plan #001 | 5 / 6 | $308,857 / $365,797 |
| 2019 | Plan NameHOLISTIC MANAGEMENT INTERNATIONAL 403(B) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$284,163 / $308,857 | 2019 | HOLISTIC MANAGEMENT INTERNATIONAL 403(B) PLAN - Plan #001 | 5 / 4 | $284,163 / $308,857 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps Contributions$451,367 Revenue$1,339,657 Expenses$1,145,729 Assets EOY$4,654,875 Liabilities$69,052 | 2022 | $451,367 | $1,339,657 | $1,145,729 | $4,654,875 | $69,052 | |
| 2021 | # of Emps Contributions$438,586 Revenue$1,240,026 Expenses$915,509 Assets EOY$5,447,209 Liabilities$40,432 | 2021 | $438,586 | $1,240,026 | $915,509 | $5,447,209 | $40,432 | |
| 2020 | # of Emps Contributions$439,853 Revenue$910,051 Expenses$847,999 Assets EOY$5,030,313 Liabilities$67,822 | 2020 | $439,853 | $910,051 | $847,999 | $5,030,313 | $67,822 | |
| 2019 | # of Emps Contributions$372,961 Revenue$891,630 Expenses$785,651 Assets EOY$4,245,478 Liabilities$55,980 | 2019 | $372,961 | $891,630 | $785,651 | $4,245,478 | $55,980 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/27/2021 | Approved$67,453 Forgiven$67,728 LenderBank of America, National Association Jobs6 | 03/27/2021 | $67,453 | $67,728 | Bank of America, National Association | 6 |
| 05/11/2020 | Approved$42,850 Forgiven$43,321 LenderBank of America, National Association Jobs5 | 05/11/2020 | $42,850 | $43,321 | Bank of America, National Association | 5 |
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