How many benefit plans does First Help Financial, LLC report on Form 5500?

First Help Financial, LLC (EIN 38-3739185) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for First Help Financial, LLC?

The Employer Identification Number (EIN) reported for First Help Financial, LLC is 38-3739185.

What is the latest Form 5500 filing year for First Help Financial, LLC?

The latest loaded Form 5500 filing year for First Help Financial, LLC is 2023.

First Help Financial, LLC — 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, First Help Financial, LLC (EIN 38-3739185) is a plan sponsor located in Needham, 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: 38-3739185
Location: Needham, MA
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 First Help Financial, LLC

1 loaded plans hold $9.6M in reported assets.
The largest, First Help Financial And Treacy & Company Retirement Plan, holds 100% of this company's reported plan assets.
Plans cover 274 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$9.6MSummed across loaded plans$9,626,543

Total reported assets$9.6M$9,626,543

Total reported participants274

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.6M total assets

Net assets$9.6MLiabilities$0

Contributions & income

Employer contributions$486.4K

Participant contributions$933.6K

Total income / additions$2.9M

Expenses & distributions

Benefits paid / distributions$1.3M

Total expenses$1.3M

Net increase / (decrease)$1.6M

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%First Help Financial And Treacy & Company Retirement Plan

Participants per plan274Average 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
First Help Financial And Treacy & Company Retirement Plan$9.6M
Plan #002 · 274 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 First Help Financial, LLC. Open one for its full reported snapshot.

2023
First Help Financial And Treacy & Company Retirement Plan274 participants · 3Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does First Help Financial, LLC report on Form 5500?: First Help Financial, LLC (EIN 38-3739185) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for First Help Financial, LLC?: The Employer Identification Number (EIN) reported for First Help Financial, LLC is 38-3739185.
What is the latest Form 5500 filing year for First Help Financial, LLC?: The latest loaded Form 5500 filing year for First Help Financial, LLC is 2023.