2023 Form 5500 filing — Self-Help Enterprises Employees' 401(K) Retirement 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 20251118114535NAL0004276016001) for Self-Help Enterprises Employees' 401(K) Retirement Plan, reported by Self-Help Enterprises under EIN 94-1592676 and plan number 002. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251118114535NAL0004276016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Self-Help Enterprises
- EIN
- 94-1592676
- Plan number
- 002
- Location
- Visalia, CA
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,102,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,102,024
- Employer contributions
- $987,754
- Participant contributions
- $844,470
- Total income / additions
- $4,303,259
- Benefits paid
- $973,807
- Administrative expenses
- $70,616
- Total expenses
- $1,044,423
- Net increase / (decrease)
- $3,258,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Advisers LLC | NONE | $57,762 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $21,580 | not reported in the loaded dataset |