Help Scout 401(K) Plan — Form 5500 plan (Help Scout Pbc)

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, Help Scout 401(K) Plan is a benefit plan reported by Help Scout Pbc under EIN 27-5313720 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $7,331,422 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Help Scout Pbc
EIN
27-5313720
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
173
End-of-year plan assets
$7,331,422

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241010112555NAL0019987249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,331,422
Total liabilities (EOY)
$0
Net assets (EOY)
$7,331,422
Net assets (BOY)
$5,495,591

Income & contributions

Employer contributions
$210,035
Participant contributions
$1,255,777
Total contributions
$1,597,918
Total income / additions
$2,582,899

Expenses & distributions

Benefits paid
$708,998
Administrative expenses
$38,070
Total expenses
$747,068
Net increase / (decrease)
$1,835,831

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Betterment For Business, LLCRECORDKEEPER$38,068not reported in the loaded dataset2023

Related Form 5500 pages