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, Navex Global 401(K) Plan is a benefit plan reported by Navex Global, Inc. under EIN 03-0513136 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,564 participants and $80,926,254 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,926,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,926,254
- Net assets (BOY)
- $60,471,827
Income & contributions
- Employer contributions
- $2,373,990
- Participant contributions
- $8,107,157
- Total contributions
- $12,604,604
- Total income / additions
- $25,012,341
Expenses & distributions
- Benefits paid
- $4,420,535
- Administrative expenses
- $122,614
- Total expenses
- $4,557,914
- Net increase / (decrease)
- $20,454,427