2023 Form 5500 filing — Navex Global 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 20240911130950NAL0004281555001) for Navex Global 401(K) Plan, reported by Navex Global, Inc. under EIN 03-0513136 and plan number 001. It reports 1,564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911130950NAL0004281555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Navex Global, Inc.
- EIN
- 03-0513136
- Plan number
- 001
- Location
- Lake Oswego, OR
- Participants
- 1,564
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,926,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,926,254
- Employer contributions
- $2,373,990
- Participant contributions
- $8,107,157
- Total income / additions
- $25,012,341
- Benefits paid
- $4,420,535
- Administrative expenses
- $122,614
- Total expenses
- $4,557,914
- Net increase / (decrease)
- $20,454,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $122,614 | $0 |