2023 Form 5500 filing — Polaris 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 20241008075000NAL0008167859001) for Polaris 401(K) Plan, reported by Polaris Home Funding Corporation under EIN 38-3601693 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008075000NAL0008167859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Polaris Home Funding Corporation
- EIN
- 38-3601693
- Plan number
- 001
- Location
- Grandville, MI
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,881,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,881,673
- Employer contributions
- $198,965
- Participant contributions
- $524,798
- Total income / additions
- $2,053,881
- Benefits paid
- $925,752
- Administrative expenses
- $71,332
- Total expenses
- $997,084
- Net increase / (decrease)
- $1,056,797
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Water Asset Management | RIA | $30,338 | not reported in the loaded dataset |
| Wilshire Associates Inc (Usa) | RIA | $1,734 | not reported in the loaded dataset |
| John Hancock Insurance Company Usa | RECORDKEEPER | $1,412 | not reported in the loaded dataset |