Box, Inc. 401(K) Plan — Form 5500 plan (Box, 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, Box, Inc. 401(K) Plan is a benefit plan reported by Box, Inc. under EIN 20-2714444 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,962 participants and $228,481,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Box, Inc.
EIN
20-2714444
Plan number
001
Plan type
2
Location
Redwood City, CA
Latest filing year
2023
Participants
2,962
End-of-year plan assets
$228,481,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,962H, C20240927180624NAL0004432592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$228,481,147
Total liabilities (EOY)
$0
Net assets (EOY)
$228,481,147
Net assets (BOY)
$168,524,984

Income & contributions

Employer contributions
$0
Participant contributions
$29,101,670
Total contributions
$33,138,258
Total income / additions
$71,314,778

Expenses & distributions

Benefits paid
$11,209,024
Administrative expenses
$130,267
Total expenses
$11,358,615
Net increase / (decrease)
$59,956,163

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$130,267$02023

Related Form 5500 pages