Polaris 401(K) Plan — Form 5500 plan (Polaris Home Funding Corporation)
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, Polaris 401(K) Plan is a benefit plan reported by Polaris Home Funding Corporation under EIN 38-3601693 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $9,881,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Polaris Home Funding Corporation
- EIN
- 38-3601693
- Plan number
- 001
- Plan type
- 2
- Location
- Grandville, MI
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $9,881,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241008075000NAL0008167859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,881,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,881,673
- Net assets (BOY)
- $8,824,876
Income & contributions
- Employer contributions
- $198,965
- Participant contributions
- $524,798
- Total contributions
- $730,441
- Total income / additions
- $2,053,881
Expenses & distributions
- Benefits paid
- $925,752
- Administrative expenses
- $71,332
- Total expenses
- $997,084
- Net increase / (decrease)
- $1,056,797
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Water Asset Management | RIA | $30,338 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc (Usa) | RIA | $1,734 | not reported in the loaded dataset | 2023 |
| John Hancock Insurance Company Usa | RECORDKEEPER | $1,412 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Polaris Home Funding Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grandville, MI
- Blue Water Asset Management — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation
- John Hancock Insurance Company Usa — Schedule C compensation