Selfhelp Community Services, Inc. 403(B) Plan — Form 5500 plan (Selfhelp Community Services, Inc.)

Plain-English plan 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, Selfhelp Community Services, Inc. 403(B) Plan is a benefit plan reported by Selfhelp Community Services, Inc. under EIN 13-1624178 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,553 participants and $12,401,659 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Selfhelp Community Services, Inc.
EIN
13-1624178
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,553
End-of-year plan assets
$12,401,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,553H, C20241015105753NAL0014442691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,401,659
Total liabilities (EOY)
$0
Net assets (EOY)
$12,401,659
Net assets (BOY)
$10,003,688

Income & contributions

Employer contributions
$674,392
Participant contributions
$1,227,513
Total contributions
$2,064,638
Total income / additions
$3,769,942

Expenses & distributions

Benefits paid
$1,252,167
Administrative expenses
$119,804
Total expenses
$1,371,971
Net increase / (decrease)
$2,397,971

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$117,320$02023
Prospect Financial Services, LLCNONE$26,178not reported in the loaded dataset2023

Related Form 5500 pages