Plan5500

Polen Capital Management, L.L.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Polen Capital Management, L.L.C. (EIN 26-0319356) is a plan sponsor located in Boca Raton, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-0319356
Location
Boca Raton, FL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Polen Capital Management, L.L.C.

  • 2 loaded plans hold $66.5M in reported assets.
  • The largest, Polen Capital Management, L. L. C. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 421 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.5MSummed across loaded plans$66,531,818
Total reported assets$66.5M$66,531,818
Total reported participants421
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$66.5M total assets
Net assets$66.5MLiabilities$0
Contributions & income
Employer contributions$2.4M
Participant contributions$3.6M
Total income / additions$18.1M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$17M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Polen Capital Management, L. L. C. 401(K) Plan
Participants per plan211Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Polen Capital Management, L. L. C. 401(K) Plan$66.5M
    Plan #001 · 225 participants · 2023
  2. 2
    Polen Capital Management, LLC Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 196 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Polen Capital Management, L.L.C.. Open one for its full reported snapshot.

  1. 2023
    Polen Capital Management, LLC Employee Benefits Plan196 participants · 2No schedules
    View filing →
  2. 2023
    Polen Capital Management, L. L. C. 401(K) Plan225 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Polen Capital Management, L.L.C. report on Form 5500?
Polen Capital Management, L.L.C. (EIN 26-0319356) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Polen Capital Management, L.L.C.?
The Employer Identification Number (EIN) reported for Polen Capital Management, L.L.C. is 26-0319356.
What is the latest Form 5500 filing year for Polen Capital Management, L.L.C.?
The latest loaded Form 5500 filing year for Polen Capital Management, L.L.C. is 2023.

Related Form 5500 pages