2023 Form 5500 filing — Brex 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 20241010214108NAL0037122896001) for Brex 401(K) Plan, reported by Brex Inc. under EIN 32-0517957 and plan number 001. It reports 1,215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010214108NAL0037122896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brex Inc.
- EIN
- 32-0517957
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 1,215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,203,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,203,995
- Employer contributions
- $0
- Participant contributions
- $14,121,888
- Total income / additions
- $26,913,783
- Benefits paid
- $5,652,272
- Administrative expenses
- $127,281
- Total expenses
- $5,857,151
- Net increase / (decrease)
- $21,056,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marcum Llp | ACCOUNTANT/AUDITOR | $102,387 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $19,857 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $5,037 | not reported in the loaded dataset |