Self Help Services Corporation — 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 Services Corporation (EIN 56-1849615) is a plan sponsor located in Durham, NC 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
56-1849615
Location
Durham, NC
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 Services Corporation

  • 3 loaded plans hold $118.2M in reported assets.
  • The largest, 403(B) Plan For Self-Help Services Corporation, holds 64% of this company's reported plan assets.
  • Plans cover 2,147 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$118.2MSummed across loaded plans$118,249,509
Total reported assets$118.2M$118,249,509
Total reported participants2.1K2,147
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$118.2M total assets
Net assets$118.2MLiabilities$0
Contributions & income
Employer contributions$4.8M
Participant contributions$4.9M
Total income / additions$27M
Expenses & distributions
Benefits paid / distributions$7.4M
Total expenses$7.4M
Net increase / (decrease)$19.6M

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 assets64%403(B) Plan For Self-Help Services Corporation
Participants per plan716Average 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
    Plan #001 · 470 participants · 2023
  2. 2
    Plan #002 · 861 participants · 2023
  3. 3
    Plan #521 · 816 participants · 2023
EFAST2 filings

Latest loaded filings

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

  1. 2023
    Self Help Services Corporation Health And Welfare Plan816 participants · 2No schedules
    View filing →
  2. 2023
    403(B) Plan For Self-Help Services Corporation470 participants · 3Sch HSch C
    View filing →
  3. 2023
    Employee Benefit Plan Of Self Help861 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Self Help Services Corporation report on Form 5500?
Self Help Services Corporation (EIN 56-1849615) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Self Help Services Corporation?
The Employer Identification Number (EIN) reported for Self Help Services Corporation is 56-1849615.
What is the latest Form 5500 filing year for Self Help Services Corporation?
The latest loaded Form 5500 filing year for Self Help Services Corporation is 2023.

Related Form 5500 pages