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, Polly 401(K) Plan is a benefit plan reported by Dealerpolicy, Inc. under EIN 83-2986435 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $9,774,785 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,774,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,774,785
- Net assets (BOY)
- $7,201,356
Income & contributions
- Employer contributions
- $476,587
- Participant contributions
- $1,616,826
- Total contributions
- $2,403,145
- Total income / additions
- $3,880,208
Expenses & distributions
- Benefits paid
- $1,257,236
- Administrative expenses
- $49,543
- Total expenses
- $1,306,779
- Net increase / (decrease)
- $2,573,429