2023 Form 5500 filing — Self Help Movement Inc. 401(K) 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 20241015142937NAL0016627619002) for Self Help Movement Inc. 401(K) Plan, reported by Self Help Movement Inc. under EIN 23-1985315 and plan number 001. It reports 116 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)$3.2MReported net assets$3,206,525
Participants116
Provider compensation$7662 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015142937NAL0016627619002
Plan sponsor
Self Help Movement Inc.
EIN
23-1985315
Plan number
001
Location
Philadelphia, PA
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)$3.2M total assets
Net assets$3.2MLiabilities
Money in vs. money out
Total income / additions$988K
Total expenses$309.3K
Benefits paid / distributions$302.9K
Contributions
Employer$145.6K
Participant$265.5K
Full reported line items
Total assets (EOY)
$3,206,525
Net assets (EOY)
$3,206,525
Employer contributions
$145,600
Participant contributions
$265,511
Total income / additions
$988,032
Benefits paid
$302,923
Administrative expenses
$6,400
Total expenses
$309,323
Net increase / (decrease)
$678,709
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Indirect $464
  2. 2
    NONE · Indirect $302

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015142937NAL0016627619002 cover?
It is the 2023 Form 5500 filing for Self Help Movement Inc. 401(K) Plan, reported by Self Help Movement Inc. (EIN 23-1985315).
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