Plan5500

Wex Inc. Employee Savings Plan — Form 5500 plan (Wex 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, Wex Inc. Employee Savings Plan is a benefit plan reported by Wex Inc. under EIN 01-0526993 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,810 participants and $434,962,299 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wex Inc.
EIN
01-0526993
Plan number
001
Plan type
2
Location
Portland, ME
Latest filing year
2023
Participants
5,810
End-of-year plan assets
$434,962,299

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,810H, C20241011093333NAL0021598321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$434,962,299
Total liabilities (EOY)
$0
Net assets (EOY)
$434,962,299
Net assets (BOY)
$345,523,471

Income & contributions

Employer contributions
$18,226,464
Participant contributions
$30,130,551
Total contributions
$56,817,141
Total income / additions
$121,731,199

Expenses & distributions

Benefits paid
$32,046,728
Administrative expenses
$243,117
Total expenses
$32,292,371
Net increase / (decrease)
$89,438,828

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$239,588$02023

Related Form 5500 pages