Navan, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Inc. (EIN 47-3424780) is a plan sponsor located in Palo Alto, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-3424780
Location
Palo Alto, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$45,150,679
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$45,150,679

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
2,820
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Navan, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Navan 401(K) Savings Plan0011,671$45,150,6792023
Navan, Inc. Health & Welfare Plan5011,149not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Navan, Inc.
YearPlanParticipantsSchedulesFiling
2023Navan, Inc. Health & Welfare Plan1,14920240612170909NAL0052672480001
2023Navan 401(K) Savings Plan1,671H, C20241001184525NAL0007263425001

Related Form 5500 pages