401k Plan data: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION plan

EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION
Plan identification number	002

EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SELF HELP FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: SELF HELP FEDERAL CREDIT UNION

Employer identification number (EIN): 561849615

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01 KRISTIN RICHMAN 2019-12-06
002 2017-01-01 KRISTIN RICHMAN 2018-10-12 DONNA KOEHN 2018-10-12

Plan Statistics for EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2022 401k membership
Total participants, beginning-of-year 2022-01-01 758
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 633
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 225
Total of all active and inactive participants 2022-01-01 861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 861
Number of participants with account balances 2022-01-01 861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 34
2021: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2021 401k membership
Total participants, beginning-of-year 2021-01-01 661
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 564
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 181
Total of all active and inactive participants 2021-01-01 747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 747
Number of participants with account balances 2021-01-01 747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 49
2020: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2020 401k membership
Total participants, beginning-of-year 2020-01-01 478
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 498
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 107
Total of all active and inactive participants 2020-01-01 606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 606
Number of participants with account balances 2020-01-01 606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2019 401k membership
Total participants, beginning-of-year 2019-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 390
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 88
Total of all active and inactive participants 2019-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 478
Number of participants with account balances 2019-01-01 478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6

Measure	Date	Value
2022: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2022 401k membership
Total participants, beginning-of-year	2022-01-01	758
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	633
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	225
Total of all active and inactive participants	2022-01-01	861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	861
Number of participants with account balances	2022-01-01	861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	34
2021: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2021 401k membership
Total participants, beginning-of-year	2021-01-01	661
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	564
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	181
Total of all active and inactive participants	2021-01-01	747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	747
Number of participants with account balances	2021-01-01	747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	49
2020: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2020 401k membership
Total participants, beginning-of-year	2020-01-01	478
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	498
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	107
Total of all active and inactive participants	2020-01-01	606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	606
Number of participants with account balances	2020-01-01	606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2019 401k membership
Total participants, beginning-of-year	2019-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	390
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	88
Total of all active and inactive participants	2019-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	478
Number of participants with account balances	2019-01-01	478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6

Financial Data on EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION

Measure	Date	Value
2022 : EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$1,407,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$923,469
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,381,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,375,066
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-587
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,685,655
Value of total assets at end of year	2022-12-31	$33,312,609
Value of total assets at beginning of year	2022-12-31	$33,362,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,800
Total interest from all sources	2022-12-31	$172,275
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$480,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$480,489
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,752,831
Participant contributions at end of year	2022-12-31	$1,258,822
Participant contributions at beginning of year	2022-12-31	$1,147,523
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$48,715
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$104,714
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,604,269
Other income not declared elsewhere	2022-12-31	$-67,427
Administrative expenses (other) incurred	2022-12-31	$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,457,810
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$33,312,609
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,362,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$24,951,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,787,530
Interest on participant loans	2022-12-31	$55,355
Interest earned on other investments	2022-12-31	$116,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$29
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$7,053,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,322,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,347,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,328,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,375,066
Contract administrator fees	2022-12-31	$5,550
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,626,561
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,324,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,320,131
Expenses. Certain deemed distributions of participant loans	2021-12-31	$-548
Value of total corrective distributions	2021-12-31	$82
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,646,207
Value of total assets at end of year	2021-12-31	$33,362,449
Value of total assets at beginning of year	2021-12-31	$26,060,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,025
Total interest from all sources	2021-12-31	$150,383
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$416,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$416,726
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,039,761
Participant contributions at end of year	2021-12-31	$1,147,523
Participant contributions at beginning of year	2021-12-31	$1,207,529
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$104,714
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$101,084
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$175,510
Other income not declared elsewhere	2021-12-31	$3,630
Administrative expenses (other) incurred	2021-12-31	$5,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,301,871
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,362,449
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,060,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,787,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,499,787
Interest on participant loans	2021-12-31	$58,623
Interest earned on other investments	2021-12-31	$91,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,322,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,252,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,409,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,430,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,320,131
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$228,029
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,773,002
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$877,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$872,838
Expenses. Certain deemed distributions of participant loans	2020-12-31	$291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,490,668
Value of total assets at end of year	2020-12-31	$26,060,578
Value of total assets at beginning of year	2020-12-31	$19,936,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,121
Total interest from all sources	2020-12-31	$148,765
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$309,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$309,569
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,573,876
Participant contributions at end of year	2020-12-31	$1,207,529
Participant contributions at beginning of year	2020-12-31	$1,151,961
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$101,084
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$43,551
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$106,524
Other income not declared elsewhere	2020-12-31	$59,364
Administrative expenses (other) incurred	2020-12-31	$4,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,895,752
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,060,578
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,936,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,499,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,565,933
Interest on participant loans	2020-12-31	$64,288
Interest earned on other investments	2020-12-31	$84,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,252,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,175,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,764,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,810,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$872,838
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2020-12-31	560747981
2019 : EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$781,417
Total transfer of assets to this plan	2019-12-31	$781,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,930,431
Total income from all sources (including contributions)	2019-12-31	$5,930,431
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$646,969
Total of all expenses incurred	2019-12-31	$646,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$638,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$638,606
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,928
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,928
Value of total corrective distributions	2019-12-31	$72
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,781,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,781,130
Value of total assets at end of year	2019-12-31	$19,936,797
Value of total assets at end of year	2019-12-31	$19,936,797
Value of total assets at beginning of year	2019-12-31	$13,871,918
Value of total assets at beginning of year	2019-12-31	$13,871,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,363
Total interest from all sources	2019-12-31	$130,536
Total interest from all sources	2019-12-31	$130,536
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$301,484
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$301,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$301,484
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$301,484
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,089,031
Contributions received from participants	2019-12-31	$1,089,031
Participant contributions at end of year	2019-12-31	$1,151,961
Participant contributions at end of year	2019-12-31	$1,151,961
Participant contributions at beginning of year	2019-12-31	$988,449
Participant contributions at beginning of year	2019-12-31	$988,449
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$43,551
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$43,551
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$530,324
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$530,324
Other income not declared elsewhere	2019-12-31	$7,019
Administrative expenses (other) incurred	2019-12-31	$6,363
Administrative expenses (other) incurred	2019-12-31	$6,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,283,462
Value of net income/loss	2019-12-31	$5,283,462
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,936,797
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,936,797
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,871,918
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,871,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,565,933
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,565,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,418,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,418,394
Interest on participant loans	2019-12-31	$56,759
Interest on participant loans	2019-12-31	$56,759
Interest earned on other investments	2019-12-31	$73,777
Interest earned on other investments	2019-12-31	$73,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,175,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,465,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,465,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,710,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,710,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,161,775
Contributions received in cash from employer	2019-12-31	$1,161,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$638,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$638,606
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm name	2019-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2019-12-31	560747981
Accountancy firm EIN	2019-12-31	560747981

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION

2022: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMPLOYEE BENEFIT PLAN OF SELF HELP SERVICES CORPORATION 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075167

Policy instance

Insurance contract or identification number	075167
Number of Individuals Covered	861
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075167

Policy instance

Insurance contract or identification number	075167
Number of Individuals Covered	747
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075167

Policy instance

Insurance contract or identification number	075167
Number of Individuals Covered	606
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075167

Policy instance

Insurance contract or identification number	075167
Number of Individuals Covered	478
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SELF HELP FEDERAL CREDIT UNION
Employer identification number (EIN):	561849615
NAIC Classification:	624200