Plan5500

Pollard (U.S.) Ltd 401(K) Plan — Form 5500 plan (Pollard (U.S.) Ltd)

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, Pollard (U.S.) Ltd 401(K) Plan is a benefit plan reported by Pollard (U.S.) Ltd under EIN 22-2333711 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,013 participants and $34,812,291 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pollard (U.S.) Ltd
EIN
22-2333711
Plan number
002
Plan type
2
Location
not reported in the loaded dataset
Latest filing year
2023
Participants
1,013
End-of-year plan assets
$34,812,291

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,013H, C20241010163558NAL0011736611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,812,291
Total liabilities (EOY)
$145,315
Net assets (EOY)
$34,666,976
Net assets (BOY)
$29,320,540

Income & contributions

Employer contributions
$966,766
Participant contributions
$2,378,325
Total contributions
$3,611,795
Total income / additions
$9,035,934

Expenses & distributions

Benefits paid
$3,559,981
Administrative expenses
$83,644
Total expenses
$3,689,498
Net increase / (decrease)
$5,346,436

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$44,614$02023
0PLAN ADMINISTRATOR$30,045not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$8,985not reported in the loaded dataset2023

Related Form 5500 pages