2023 Form 5500 filing — Selfhelp Community Services, Inc. 403(B) 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 20241015105753NAL0014442691001) for Selfhelp Community Services, Inc. 403(B) Plan, reported by Selfhelp Community Services, Inc. under EIN 13-1624178 and plan number 001. It reports 2,553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015105753NAL0014442691001
Filing year
2023
Form type
2
Plan sponsor
Selfhelp Community Services, Inc.
EIN
13-1624178
Plan number
001
Location
New York, NY
Participants
2,553
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,401,659
Total liabilities (EOY)
$0
Net assets (EOY)
$12,401,659
Employer contributions
$674,392
Participant contributions
$1,227,513
Total income / additions
$3,769,942
Benefits paid
$1,252,167
Administrative expenses
$119,804
Total expenses
$1,371,971
Net increase / (decrease)
$2,397,971
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Epic Retirement Plan ServicesNONE$117,320$0
Prospect Financial Services, LLCNONE$26,178not reported in the loaded dataset

Related Form 5500 pages