Plan5500

Chargebee 401(K) Plan — Form 5500 plan (Chargebee, 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, Chargebee 401(K) Plan is a benefit plan reported by Chargebee, Inc. under EIN 99-0362987 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $7,796,959 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chargebee, Inc.
EIN
99-0362987
Plan number
001
Plan type
2
Location
Walnut, CA
Latest filing year
2023
Participants
229
End-of-year plan assets
$7,796,959

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20241014154904NAL0054284674028

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,796,959
Total liabilities (EOY)
$0
Net assets (EOY)
$7,796,959
Net assets (BOY)
$5,750,480

Income & contributions

Employer contributions
$931,887
Participant contributions
$1,860,048
Total contributions
$3,029,312
Total income / additions
$4,258,168

Expenses & distributions

Benefits paid
$2,203,096
Administrative expenses
$8,359
Total expenses
$2,211,689
Net increase / (decrease)
$2,046,479

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Guideline, Inc.RECORDKEEPER$8,359not reported in the loaded dataset2023

Related Form 5500 pages