2023 Form 5500 filing — Polaris Project 403(B) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606105943NAL0045401714001) for Polaris Project 403(B) Plan, reported by Polaris Project under EIN 03-0391561 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4MReported net assets$3,957,005
Participants179
Provider compensation$39.4K2 Schedule C row(s)$39,372
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240606105943NAL0045401714001
Plan sponsor
Polaris Project
EIN
03-0391561
Plan number
001
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$235.5K
Benefits paid / distributions$208.3K
Contributions
Employer$200.5K
Participant$408.3K
Full reported line items
Total assets (EOY)
$3,957,005
Total liabilities (EOY)
$0
Net assets (EOY)
$3,957,005
Employer contributions
$200,485
Participant contributions
$408,314
Total income / additions
$1,240,513
Benefits paid
$208,337
Administrative expenses
$25,578
Total expenses
$235,528
Net increase / (decrease)
$1,004,985
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIER · Direct $25.3K · Indirect $0
  2. 2
    SERVICE PROVIDER · Direct $0 · Indirect $14K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240606105943NAL0045401714001 cover?
It is the 2023 Form 5500 filing for Polaris Project 403(B) Plan, reported by Polaris Project (EIN 03-0391561).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages