Navan 401(K) Savings Plan — Form 5500 plan (Navan, 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, Navan 401(K) Savings Plan is a benefit plan reported by Navan, Inc. under EIN 47-3424780 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,671 participants and $45,150,679 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Navan, Inc.
EIN
47-3424780
Plan number
001
Plan type
2
Location
Palo Alto, CA
Latest filing year
2023
Participants
1,671
End-of-year plan assets
$45,150,679

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,671H, C20241001184525NAL0007263425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,150,679
Total liabilities (EOY)
$0
Net assets (EOY)
$45,150,679
Net assets (BOY)
$27,587,811

Income & contributions

Employer contributions
$1,791,556
Participant contributions
$10,996,597
Total contributions
$14,561,129
Total income / additions
$21,509,001

Expenses & distributions

Benefits paid
$3,792,007
Administrative expenses
$137,003
Total expenses
$3,946,133
Net increase / (decrease)
$17,562,868

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$122,975$02023
Miller KaplanNONE$14,000not reported in the loaded dataset2023

Related Form 5500 pages