First Help Financial
Plan context: First Help Financial and Treacy & Company Retirement Plan
EIN 38-3739185 • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
379
2024 Assets
$12,424,356
2024 Contributions
$2,257,412
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 379 | $12,424,356 | $2,257,412 | $5,956iApproximate average salary by contribution assumption: employee only about $148,906 at 4% or $99,271 at 6%; with 50% employer match about $99,271 at 4% or $66,180 at 6%; with 100% employer match about $74,453 at 4% or $49,635 at 6%. |
| First Help Financial and Treacy & Company Retirement Plan | - | 379 | $12,424,356 | $2,257,412 | $5,956iApproximate average salary by contribution assumption: employee only about $148,906 at 4% or $99,271 at 6%; with 50% employer match about $99,271 at 4% or $66,180 at 6%; with 100% employer match about $74,453 at 4% or $49,635 at 6%. |
| First Help Financial LLC Employee Benefits Plan | - | 375 | - | - | - |
| 2023 | 1 | 298 | $9,626,543 | $1,449,664 | $4,865iApproximate average salary by contribution assumption: employee only about $121,616 at 4% or $81,077 at 6%; with 50% employer match about $81,077 at 4% or $54,052 at 6%; with 100% employer match about $60,808 at 4% or $40,539 at 6%. |
| First Help Financial and Treacy & Company Retirement Plan | - | 298 | $9,626,543 | $1,449,664 | $4,865iApproximate average salary by contribution assumption: employee only about $121,616 at 4% or $81,077 at 6%; with 50% employer match about $81,077 at 4% or $54,052 at 6%; with 100% employer match about $60,808 at 4% or $40,539 at 6%. |
| 2022 | 1 | 236 | $7,986,451 | $1,566,174 | $6,636iApproximate average salary by contribution assumption: employee only about $165,908 at 4% or $110,606 at 6%; with 50% employer match about $110,606 at 4% or $73,737 at 6%; with 100% employer match about $82,954 at 4% or $55,303 at 6%. |
| First Help Financial and Treacy & Company Retirement Plan | - | 236 | $7,986,451 | $1,566,174 | $6,636iApproximate average salary by contribution assumption: employee only about $165,908 at 4% or $110,606 at 6%; with 50% employer match about $110,606 at 4% or $73,737 at 6%; with 100% employer match about $82,954 at 4% or $55,303 at 6%. |