2023 Form 5500 filing — Helpside Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241024133944NAL0000964545001) for Helpside Inc. 401(K) Plan, reported by Helpside Inc. under EIN 87-0476353 and plan number 333. It reports 12,500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241024133944NAL0000964545001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Helpside Inc.
- EIN
- 87-0476353
- Plan number
- 333
- Location
- Lindon, UT
- Participants
- 12,500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $197,927,488
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $197,927,488
- Employer contributions
- $9,197,761
- Participant contributions
- $22,794,632
- Total income / additions
- $64,986,442
- Benefits paid
- $20,640,827
- Administrative expenses
- $1,813,492
- Total expenses
- $22,647,797
- Net increase / (decrease)
- $42,338,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 401(K) Belay, LLC | CONSULTING | $718,319 | not reported in the loaded dataset |
| National Benefit Services, LLC | RECORDKEEPER | $562,750 | $0 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $505,246 | $0 |
| Wealth Plan Investment Management, | INVESTMENT ADVISORY - PLA | $22,013 | not reported in the loaded dataset |
| Helpside, Inc. | PLAN SPONSOR | $200 | not reported in the loaded dataset |