2023 Form 5500 filing — Crexi 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 20241004131744NAL0023788386001) for Crexi 401(K) Plan, reported by Commercial Real Estate Exchange, Inc. under EIN 47-2718061 and plan number 001. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.8MReported net assets$5,783,441
Participants340
Provider compensation$62.8K2 Schedule C row(s)$62,756
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004131744NAL0023788386001
- Plan sponsor
- Commercial Real Estate Exchange, Inc.
- EIN
- 47-2718061
- Plan number
- 001
- Location
- Playa Vista, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,783,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,783,441
- Employer contributions
- $0
- Participant contributions
- $1,652,313
- Total income / additions
- $3,130,470
- Benefits paid
- $317,600
- Administrative expenses
- $44,184
- Total expenses
- $372,756
- Net increase / (decrease)
- $2,757,714
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,184 | $0 |
| Ameriprise Financial Services Inc | ADVISOR | $0 | $18,572 |