2023 Form 5500 filing — Employee Benefit Plan Of Self Help

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 20241015195728NAL0030806913001) for Employee Benefit Plan Of Self Help, reported by Self-Help Services Corporation under EIN 56-1849615 and plan number 002. It reports 861 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)$42.8MReported net assets$42,791,729
Participants861
Provider compensation$5.7K1 Schedule C row(s)$5,700
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015195728NAL0030806913001
Plan sponsor
Self-Help Services Corporation
EIN
56-1849615
Plan number
002
Location
Durham, NC
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)$42.8M total assets
Net assets$42.8MLiabilities$0
Money in vs. money out
Total income / additions$11.8M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$3M
Participant$2.9M
Full reported line items
Total assets (EOY)
$42,791,729
Total liabilities (EOY)
$0
Net assets (EOY)
$42,791,729
Employer contributions
$2,978,570
Participant contributions
$2,852,079
Total income / additions
$11,751,812
Benefits paid
$2,265,542
Administrative expenses
$7,150
Total expenses
$2,272,692
Net increase / (decrease)
$9,479,120
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $5.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015195728NAL0030806913001 cover?
It is the 2023 Form 5500 filing for Employee Benefit Plan Of Self Help, reported by Self-Help Services Corporation (EIN 56-1849615).
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