Help Usa, Inc. Employees' Retirement Plan — Form 5500 plan (Help Usa, 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, Help Usa, Inc. Employees' Retirement Plan is a benefit plan reported by Help Usa, Inc. under EIN 13-3922973 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,916 participants and $35,996,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Help Usa, Inc.
- EIN
- 13-3922973
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,916
- End-of-year plan assets
- $35,996,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,916 | H, C | 20241015122432NAL0047891424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,996,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,996,608
- Net assets (BOY)
- $32,209,323
Income & contributions
- Employer contributions
- $1,698,161
- Participant contributions
- $2,723,097
- Total contributions
- $4,563,938
- Total income / additions
- $9,277,790
Expenses & distributions
- Benefits paid
- $5,302,857
- Administrative expenses
- $187,648
- Total expenses
- $5,490,505
- Net increase / (decrease)
- $3,787,285
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $214,015 | $0 | 2023 |
| Prime Pensions, Inc. | CONTRACT ADMINISTRATOR | $80,728 | $22,831 | 2023 |
| Mml Investors Services LLC | OTHER | $0 | $58,798 | 2023 |
| Help Usa Inc | CONTRACT ADMINISTRATOR | $8,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Help Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Insurance Company — Schedule C compensation
- Prime Pensions, Inc. — Schedule C compensation
- Mml Investors Services LLC — Schedule C compensation
- Help Usa Inc — Schedule C compensation