Self-Help Enterprises Employees' 401(K) Retirement Plan — Form 5500 plan (Self-Help Enterprises)
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, Self-Help Enterprises Employees' 401(K) Retirement Plan is a benefit plan reported by Self-Help Enterprises under EIN 94-1592676 and plan number 002. The latest loaded filing year is 2023. The filing reports 252 participants and $18,102,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Self-Help Enterprises
- EIN
- 94-1592676
- Plan number
- 002
- Plan type
- 2
- Location
- Visalia, CA
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $18,102,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20251118114535NAL0004276016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,102,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,102,024
- Net assets (BOY)
- $14,843,188
Income & contributions
- Employer contributions
- $987,754
- Participant contributions
- $844,470
- Total contributions
- $1,967,626
- Total income / additions
- $4,303,259
Expenses & distributions
- Benefits paid
- $973,807
- Administrative expenses
- $70,616
- Total expenses
- $1,044,423
- Net increase / (decrease)
- $3,258,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Investment Advisers LLC | NONE | $57,762 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $21,580 | not reported in the loaded dataset | 2023 |