Polly'S, Inc. — 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, Polly'S, Inc. (EIN 95-3781318) is a plan sponsor located in Placentia, CA 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
95-3781318
Location
Placentia, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,291,714
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,291,714

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
821
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Polly'S, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Our Gang Savings Incentive Plan001511$7,291,7142023
Polly'S Inc. Ad&D, Disability And Life Insurance501199not reported in the loaded dataset2023
Pollys Inc. Flexible Benefits Plan503111not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Polly'S, Inc.
YearPlanParticipantsSchedulesFiling
2023Pollys Inc. Flexible Benefits Plan11120240725161135NAL0024678256001
2023Polly'S Inc. Ad&D, Disability And Life Insurance19920240725161148NAL0024678688001
2023Our Gang Savings Incentive Plan511H, C20240924200846NAL0027127154001

Related Form 5500 pages