Helpside Inc. 401(K) Plan — Form 5500 plan (Helpside Inc.)
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, Helpside Inc. 401(K) Plan is a benefit plan reported by Helpside Inc. under EIN 87-0476353 and plan number 333. The latest loaded filing year is 2023. The filing reports 12,500 participants and $197,927,488 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helpside Inc.
- EIN
- 87-0476353
- Plan number
- 333
- Plan type
- 3
- Location
- Lindon, UT
- Latest filing year
- 2023
- Participants
- 12,500
- End-of-year plan assets
- $197,927,488
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,500 | H, C | 20241024133944NAL0000964545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $197,927,488
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $197,927,488
- Net assets (BOY)
- $157,856,926
Income & contributions
- Employer contributions
- $9,197,761
- Participant contributions
- $22,794,632
- Total contributions
- $36,586,269
- Total income / additions
- $64,986,442
Expenses & distributions
- Benefits paid
- $20,640,827
- Administrative expenses
- $1,813,492
- Total expenses
- $22,647,797
- Net increase / (decrease)
- $42,338,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 401(K) Belay, LLC | CONSULTING | $718,319 | not reported in the loaded dataset | 2023 |
| National Benefit Services, LLC | RECORDKEEPER | $562,750 | $0 | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $505,246 | $0 | 2023 |
| Wealth Plan Investment Management, | INVESTMENT ADVISORY - PLA | $22,013 | not reported in the loaded dataset | 2023 |
| Helpside, Inc. | PLAN SPONSOR | $200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Helpside Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Lindon, UT
- 401(K) Belay, LLC — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation
- Transamerica Financial Life Insuran — Schedule C compensation
- Wealth Plan Investment Management, — Schedule C compensation
- Helpside, Inc. — Schedule C compensation