Our Gang Savings Incentive Plan — Form 5500 plan (Polly'S, Inc.)

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, Our Gang Savings Incentive Plan is a benefit plan reported by Polly'S, Inc. under EIN 95-3781318 and plan number 001. The latest loaded filing year is 2023. The filing reports 511 participants and $7,291,714 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Polly'S, Inc.
EIN
95-3781318
Plan number
001
Plan type
2
Location
Placentia, CA
Latest filing year
2023
Participants
511
End-of-year plan assets
$7,291,714

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023511H, C20240924200846NAL0027127154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,291,714
Total liabilities (EOY)
$0
Net assets (EOY)
$7,291,714
Net assets (BOY)
$7,303,826

Income & contributions

Employer contributions
$65,430
Participant contributions
$371,797
Total contributions
$437,227
Total income / additions
$1,394,801

Expenses & distributions

Benefits paid
$1,396,261
Administrative expenses
$8,261
Total expenses
$1,406,913
Net increase / (decrease)
-$12,112

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$6,963$02023

Related Form 5500 pages