Plan5500

Self Help Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Self Help Inc (EIN 04-2376180) is a plan sponsor located in Brockton, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2376180
Location
Brockton, MA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Self Help Inc

  • 3 loaded plans hold $13M in reported assets.
  • The largest, Self-Help, Inc. Tax Sheltered Annuity Plan, holds 51% of this company's reported plan assets.
  • Plans cover 616 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13MSummed across loaded plans$13,045,715
Total reported assets$13M$13,045,715
Total reported participants616
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13M total assets
Net assets$13MLiabilities$0
Contributions & income
Employer contributions$365K
Participant contributions$453.1K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$877K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets51%Self-Help, Inc. Tax Sheltered Annuity Plan
Participants per plan205Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Self-Help, Inc. Tax Sheltered Annuity Plan$6.7M
    Plan #002 · 241 participants · 2023
  2. 2
    Self-Help, Inc. Pension Plan$6.3M
    Plan #001 · 234 participants · 2023
  3. 3
    Self Help Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #502 · 141 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Self Help Inc. Open one for its full reported snapshot.

  1. 2023
    Self Help Inc. Health And Welfare Benefits Plan141 participants · 2No schedules
    View filing →
  2. 2023
    Self-Help, Inc. Pension Plan234 participants · 2Sch HSch C
    View filing →
  3. 2023
    Self-Help, Inc. Tax Sheltered Annuity Plan241 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Self Help Inc report on Form 5500?
Self Help Inc (EIN 04-2376180) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Self Help Inc?
The Employer Identification Number (EIN) reported for Self Help Inc is 04-2376180.
What is the latest Form 5500 filing year for Self Help Inc?
The latest loaded Form 5500 filing year for Self Help Inc is 2023.

Related Form 5500 pages