2023 Form 5500 filing — Crexi 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 20241004131744NAL0023788386001) for Crexi 401(K) Plan, reported by Commercial Real Estate Exchange, Inc. under EIN 47-2718061 and plan number 001. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.8MReported net assets$5,783,441
Participants340
Provider compensation$62.8K2 Schedule C row(s)$62,756
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004131744NAL0023788386001
Plan sponsor
Commercial Real Estate Exchange, Inc.
EIN
47-2718061
Plan number
001
Location
Playa Vista, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$372.8K
Benefits paid / distributions$317.6K
Contributions
Employer$0
Participant$1.7M
Full reported line items
Total assets (EOY)
$5,783,441
Total liabilities (EOY)
$0
Net assets (EOY)
$5,783,441
Employer contributions
$0
Participant contributions
$1,652,313
Total income / additions
$3,130,470
Benefits paid
$317,600
Administrative expenses
$44,184
Total expenses
$372,756
Net increase / (decrease)
$2,757,714

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$44,184$0
Ameriprise Financial Services IncADVISOR$0$18,572

Related Form 5500 pages