2023 Form 5500 filing — Polaris 401k Retirement Savings 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 20240618111835NAL0001599811001) for Polaris 401k Retirement Savings Plan, reported by Polaris Industries Inc. under EIN 41-1857431 and plan number 001. It reports 8,906 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240618111835NAL0001599811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Polaris Industries Inc.
- EIN
- 41-1857431
- Plan number
- 001
- Location
- Medina, MN
- Participants
- 8,906
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,016,620,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,016,620,689
- Employer contributions
- $37,041,256
- Participant contributions
- $52,766,141
- Total income / additions
- $249,829,435
- Benefits paid
- $89,096,588
- Administrative expenses
- $587,618
- Total expenses
- $89,861,653
- Net increase / (decrease)
- $159,967,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $515,821 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset |