Self Help Movement 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 Movement Inc. (EIN 23-1985315) is a plan sponsor located in Philadelphia, PA 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
23-1985315
Location
Philadelphia, PA
Loaded plans
1
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 Movement Inc.

  • 1 loaded plans hold $3.2M in reported assets.
  • The largest, Self Help Movement Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 116 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.2MSummed across loaded plans$3,206,525
Total reported assets$3.2M$3,206,525
Total reported participants116
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets$3.2MLiabilities
Contributions & income
Employer contributions$145.6K
Participant contributions$265.5K
Total income / additions$988K
Expenses & distributions
Benefits paid / distributions$302.9K
Total expenses$309.3K
Net increase / (decrease)$678.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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 assets100%Self Help Movement Inc. 401(K) Plan
Participants per plan116Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 116 participants · 2023
EFAST2 filings

Latest loaded filings

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

  1. 2023
    Self Help Movement Inc. 401(K) Plan116 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Self Help Movement Inc. report on Form 5500?
Self Help Movement Inc. (EIN 23-1985315) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Self Help Movement Inc.?
The Employer Identification Number (EIN) reported for Self Help Movement Inc. is 23-1985315.
What is the latest Form 5500 filing year for Self Help Movement Inc.?
The latest loaded Form 5500 filing year for Self Help Movement Inc. is 2023.

Related Form 5500 pages