Current Snapshot
Latest Year
2024
2024 Participants
70
2024 Assets
$16,995,317
2024 Contributions
$2,094,386
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 70 | $16,995,317 | $2,094,386 | $29,920iApproximate average salary by contribution assumption: employee only about $747,995 at 4% or $498,663 at 6%; with 50% employer match about $498,663 at 4% or $332,442 at 6%; with 100% employer match about $373,998 at 4% or $249,332 at 6%. |
| Expensify 401(K) Plan | - | 70 | $16,995,317 | $2,094,386 | $29,920iApproximate average salary by contribution assumption: employee only about $747,995 at 4% or $498,663 at 6%; with 50% employer match about $498,663 at 4% or $332,442 at 6%; with 100% employer match about $373,998 at 4% or $249,332 at 6%. |
| 2023 | 1 | 84 | $13,943,797 | $2,352,674 | $28,008iApproximate average salary by contribution assumption: employee only about $700,201 at 4% or $466,800 at 6%; with 50% employer match about $466,800 at 4% or $311,200 at 6%; with 100% employer match about $350,100 at 4% or $233,400 at 6%. |
| Expensify 401(K) Plan | - | 84 | $13,943,797 | $2,352,674 | $28,008iApproximate average salary by contribution assumption: employee only about $700,201 at 4% or $466,800 at 6%; with 50% employer match about $466,800 at 4% or $311,200 at 6%; with 100% employer match about $350,100 at 4% or $233,400 at 6%. |
| 2022 | 2 | 93 | $10,050,820 | $2,337,967 | $25,139iApproximate average salary by contribution assumption: employee only about $628,486 at 4% or $418,991 at 6%; with 50% employer match about $418,991 at 4% or $279,327 at 6%; with 100% employer match about $314,243 at 4% or $209,495 at 6%. |
| Expensify 401(K) Plan | - | 93 | $10,050,820 | $2,337,967 | $25,139iApproximate average salary by contribution assumption: employee only about $628,486 at 4% or $418,991 at 6%; with 50% employer match about $418,991 at 4% or $279,327 at 6%; with 100% employer match about $314,243 at 4% or $209,495 at 6%. |
| EXPENSIFY EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | - | 86 | - | - | - |
| 2021 | 2 | 102 | $9,846,842 | $2,179,944 | $21,372iApproximate average salary by contribution assumption: employee only about $534,300 at 4% or $356,200 at 6%; with 50% employer match about $356,200 at 4% or $237,467 at 6%; with 100% employer match about $267,150 at 4% or $178,100 at 6%. |
| Expensify 401(K) Plan | - | 102 | $9,846,842 | $2,179,944 | $21,372iApproximate average salary by contribution assumption: employee only about $534,300 at 4% or $356,200 at 6%; with 50% employer match about $356,200 at 4% or $237,467 at 6%; with 100% employer match about $267,150 at 4% or $178,100 at 6%. |
| EXPENSIFY EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | - | 101 | - | - | - |