Self-Help Enterprises 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Self-Help Enterprises
  • Sponsor EIN: 941592676
  • Sponsor Address: 8445 W. ELOWIN CT., VISALIA, CA, 932919262
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 222
  • Total Assets: $18.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023222$18.1M$987,754$844,470
2022202$14.8M$760,539$741,910

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