Civic Intelligence

Self Help for the Elderly

Plan context: Tax Deferred Annuity Plan of Self Help for the Elderly

EIN 94-1750717 • San Francisco, CA • 42 filings • 9 plans

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731 Sansome Street, Suite 100San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

476

2024 Assets

$15,851,151

2024 Contributions

$1,253,855

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$15,851,151$7,925,576$0200920172024YearValue
$15,851,151Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4762380200920172024YearValue
476Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242476$15,851,151$1,253,855$2,634iApproximate average salary by contribution assumption: employee only about $65,854 at 4% or $43,902 at 6%; with 50% employer match about $43,902 at 4% or $29,268 at 6%; with 100% employer match about $32,927 at 4% or $21,951 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-476$15,851,151$1,253,855$2,634iApproximate average salary by contribution assumption: employee only about $65,854 at 4% or $43,902 at 6%; with 50% employer match about $43,902 at 4% or $29,268 at 6%; with 100% employer match about $32,927 at 4% or $21,951 at 6%.
Self-Help for the Elderly Health & Welfare Plan-238---
20232423$13,606,430$1,106,621$2,616iApproximate average salary by contribution assumption: employee only about $65,403 at 4% or $43,602 at 6%; with 50% employer match about $43,602 at 4% or $29,068 at 6%; with 100% employer match about $32,702 at 4% or $21,801 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-423$13,606,430$1,106,621$2,616iApproximate average salary by contribution assumption: employee only about $65,403 at 4% or $43,602 at 6%; with 50% employer match about $43,602 at 4% or $29,068 at 6%; with 100% employer match about $32,702 at 4% or $21,801 at 6%.
Self-Help for the Elderly Health & Welfare Plan-216---
20222405$12,249,047$1,172,432$2,895iApproximate average salary by contribution assumption: employee only about $72,372 at 4% or $48,248 at 6%; with 50% employer match about $48,248 at 4% or $32,165 at 6%; with 100% employer match about $36,186 at 4% or $24,124 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-405$12,249,047$1,172,432$2,895iApproximate average salary by contribution assumption: employee only about $72,372 at 4% or $48,248 at 6%; with 50% employer match about $48,248 at 4% or $32,165 at 6%; with 100% employer match about $36,186 at 4% or $24,124 at 6%.
Self-Help for the Elderly Health & Welfare Plan-214---
20212195$13,531,176$805,981$4,133iApproximate average salary by contribution assumption: employee only about $103,331 at 4% or $68,887 at 6%; with 50% employer match about $68,887 at 4% or $45,925 at 6%; with 100% employer match about $51,665 at 4% or $34,444 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-163$13,531,176$805,981$4,945iApproximate average salary by contribution assumption: employee only about $123,617 at 4% or $82,411 at 6%; with 50% employer match about $82,411 at 4% or $54,941 at 6%; with 100% employer match about $61,808 at 4% or $41,206 at 6%.
Self-Help for the Elderly Health & Welfare Plan-195---
20202179$11,518,260$790,249$4,415iApproximate average salary by contribution assumption: employee only about $110,370 at 4% or $73,580 at 6%; with 50% employer match about $73,580 at 4% or $49,053 at 6%; with 100% employer match about $55,185 at 4% or $36,790 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-150$11,518,260$790,249$5,268iApproximate average salary by contribution assumption: employee only about $131,708 at 4% or $87,805 at 6%; with 50% employer match about $87,805 at 4% or $58,537 at 6%; with 100% employer match about $65,854 at 4% or $43,903 at 6%.
Self-Help for the Elderly Health & Welfare Plan-179---
20192197$10,168,411$822,521$4,175iApproximate average salary by contribution assumption: employee only about $104,381 at 4% or $69,587 at 6%; with 50% employer match about $69,587 at 4% or $46,391 at 6%; with 100% employer match about $52,190 at 4% or $34,794 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-147$10,168,411$822,521$5,595iApproximate average salary by contribution assumption: employee only about $139,885 at 4% or $93,256 at 6%; with 50% employer match about $93,256 at 4% or $62,171 at 6%; with 100% employer match about $69,942 at 4% or $46,628 at 6%.
Self-Help for the Elderly Health & Welfare Plan-197---
20182232$8,502,933$661,107$2,850iApproximate average salary by contribution assumption: employee only about $71,240 at 4% or $47,493 at 6%; with 50% employer match about $47,493 at 4% or $31,662 at 6%; with 100% employer match about $35,620 at 4% or $23,747 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-128$8,502,933$661,107$5,165iApproximate average salary by contribution assumption: employee only about $129,122 at 4% or $86,082 at 6%; with 50% employer match about $86,082 at 4% or $57,388 at 6%; with 100% employer match about $64,561 at 4% or $43,041 at 6%.
Self-Help for the Elderly Health & Welfare Plan-232---
20172347$8,612,543$780,477$2,249iApproximate average salary by contribution assumption: employee only about $56,230 at 4% or $37,487 at 6%; with 50% employer match about $37,487 at 4% or $24,991 at 6%; with 100% employer match about $28,115 at 4% or $18,743 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-347$8,612,543$780,477$2,249iApproximate average salary by contribution assumption: employee only about $56,230 at 4% or $37,487 at 6%; with 50% employer match about $37,487 at 4% or $24,991 at 6%; with 100% employer match about $28,115 at 4% or $18,743 at 6%.
Self-Help for the Elderly Health & Welfare Plan-230---
20162367$7,315,594$610,199$1,663iApproximate average salary by contribution assumption: employee only about $41,567 at 4% or $27,711 at 6%; with 50% employer match about $27,711 at 4% or $18,474 at 6%; with 100% employer match about $20,783 at 4% or $13,856 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-367$7,315,594$610,199$1,663iApproximate average salary by contribution assumption: employee only about $41,567 at 4% or $27,711 at 6%; with 50% employer match about $27,711 at 4% or $18,474 at 6%; with 100% employer match about $20,783 at 4% or $13,856 at 6%.
Self-Help for the Elderly Health & Welfare Plan-129---
20152374$6,989,291$375,429$1,004iApproximate average salary by contribution assumption: employee only about $25,096 at 4% or $16,730 at 6%; with 50% employer match about $16,730 at 4% or $11,154 at 6%; with 100% employer match about $12,548 at 4% or $8,365 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-374$6,989,291$375,429$1,004iApproximate average salary by contribution assumption: employee only about $25,096 at 4% or $16,730 at 6%; with 50% employer match about $16,730 at 4% or $11,154 at 6%; with 100% employer match about $12,548 at 4% or $8,365 at 6%.
Self-Help for the Elderly Health & Welfare Plan-159---
20142408$7,811,126$529,569$1,298iApproximate average salary by contribution assumption: employee only about $32,449 at 4% or $21,633 at 6%; with 50% employer match about $21,633 at 4% or $14,422 at 6%; with 100% employer match about $16,225 at 4% or $10,816 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-408$7,811,126$529,569$1,298iApproximate average salary by contribution assumption: employee only about $32,449 at 4% or $21,633 at 6%; with 50% employer match about $21,633 at 4% or $14,422 at 6%; with 100% employer match about $16,225 at 4% or $10,816 at 6%.
Self-Help for the Elderly Health & Welfare Plan-159---
20132126$7,723,481$385,211$3,057iApproximate average salary by contribution assumption: employee only about $76,431 at 4% or $50,954 at 6%; with 50% employer match about $50,954 at 4% or $33,969 at 6%; with 100% employer match about $38,215 at 4% or $25,477 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-91$7,723,481$385,211$4,233iApproximate average salary by contribution assumption: employee only about $105,827 at 4% or $70,551 at 6%; with 50% employer match about $70,551 at 4% or $47,034 at 6%; with 100% employer match about $52,914 at 4% or $35,276 at 6%.
Self-Help for the Elderly Health & Welfare Plan-126---
20122163$7,018,051$464,355$2,849iApproximate average salary by contribution assumption: employee only about $71,220 at 4% or $47,480 at 6%; with 50% employer match about $47,480 at 4% or $31,653 at 6%; with 100% employer match about $35,610 at 4% or $23,740 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-112$7,018,051$464,355$4,146iApproximate average salary by contribution assumption: employee only about $103,651 at 4% or $69,100 at 6%; with 50% employer match about $69,100 at 4% or $46,067 at 6%; with 100% employer match about $51,825 at 4% or $34,550 at 6%.
Self-Help for the Elderly Health & Welfare Plan-163---
20112238$6,325,881$544,776$2,289iApproximate average salary by contribution assumption: employee only about $57,224 at 4% or $38,150 at 6%; with 50% employer match about $38,150 at 4% or $25,433 at 6%; with 100% employer match about $28,612 at 4% or $19,075 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-135$6,325,881$544,776$4,035iApproximate average salary by contribution assumption: employee only about $100,884 at 4% or $67,256 at 6%; with 50% employer match about $67,256 at 4% or $44,838 at 6%; with 100% employer match about $50,442 at 4% or $33,628 at 6%.
Self-Help for the Elderly Health & Welfare Plan-238---
20101143$7,020,836$520,833$3,642iApproximate average salary by contribution assumption: employee only about $91,055 at 4% or $60,703 at 6%; with 50% employer match about $60,703 at 4% or $40,469 at 6%; with 100% employer match about $45,527 at 4% or $30,352 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-143$7,020,836$520,833$3,642iApproximate average salary by contribution assumption: employee only about $91,055 at 4% or $60,703 at 6%; with 50% employer match about $60,703 at 4% or $40,469 at 6%; with 100% employer match about $45,527 at 4% or $30,352 at 6%.
20091151$6,181,709$464,089$3,073iApproximate average salary by contribution assumption: employee only about $76,836 at 4% or $51,224 at 6%; with 50% employer match about $51,224 at 4% or $34,149 at 6%; with 100% employer match about $38,418 at 4% or $25,612 at 6%.
Tax Deferred Annuity Plan of Self Help for the Elderly-151$6,181,709$464,089$3,073iApproximate average salary by contribution assumption: employee only about $76,836 at 4% or $51,224 at 6%; with 50% employer match about $51,224 at 4% or $34,149 at 6%; with 100% employer match about $38,418 at 4% or $25,612 at 6%.
200810$0$0-
Tax Deferred Annuity Plan of Self Help for the Elderly-0---
200710$0$0-
Tax Deferred Annuity Plan of Self Help for the Elderly-0---
200610$0$0-
Tax Deferred Annuity Plan of Self Help for the Elderly-0---
200510$0$0-
Tax Deferred Annuity Plan of Self Help for the Elderly-0---
200410$0$0-
Tax Deferred Annuity Plan of Self Help for the Elderly-0---
200310$0$0-
Tax Deferred Annuity Plan of Self Help for the Elderly-0---
200230$0$0-
403B THRIFT PLAN OF SELF HELP FOR THE ELDERLY-0---
Tax Deferred Annuity Plan of Self Help for the Elderly-0---
Self-Help for the Elderly Health & Welfare Plan-0---
200110$0$0-
Tax Deferred Annuity Plan of Self Help for the Elderly-0---
200010$0$0-
Tax Deferred Annuity Plan of Self Help for the Elderly-0---
199910$0$0-
Tax Deferred Annuity Plan of Self Help for the Elderly-0---