2023 Form 5500 filing — Self Enhancement, Inc. 401k Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240613142405NAL0049139184001) for Self Enhancement, Inc. 401k Plan, reported by Self Enhancement, Inc. under EIN 93-1086629 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.8MReported net assets$5,761,101
Participants250
Provider compensation$58.3K2 Schedule C row(s)$58,292
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240613142405NAL0049139184001
Plan sponsor
Self Enhancement, Inc.
EIN
93-1086629
Plan number
001
Location
Portland, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$24.2K
Money in vs. money out
Total income / additions$1.5M
Total expenses$585.3K
Benefits paid / distributions$477.2K
Contributions
Employer$270.4K
Participant$495.9K
Full reported line items
Total assets (EOY)
$5,785,276
Total liabilities (EOY)
$24,175
Net assets (EOY)
$5,761,101
Employer contributions
$270,415
Participant contributions
$495,903
Total income / additions
$1,502,003
Benefits paid
$477,243
Administrative expenses
$46,798
Total expenses
$585,327
Net increase / (decrease)
$916,676
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $46.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $11.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240613142405NAL0049139184001 cover?
It is the 2023 Form 5500 filing for Self Enhancement, Inc. 401k Plan, reported by Self Enhancement, Inc. (EIN 93-1086629).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages