2023 Form 5500 filing — Polycharge America 401(K) 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 20241004165154NAL0005837667001) for Polycharge America 401(K) Plan, reported by Polycharge America, Inc. under EIN 82-2802145 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$445.1KReported net assets$445,122
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004165154NAL0005837667001
Plan sponsor
Polycharge America, Inc.
EIN
82-2802145
Plan number
001
Location
Tucson, AZ
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$445.1K total assets
Net assets$445.1KLiabilities$0
Money in vs. money out
Total income / additions$227.9K
Total expenses$25.3K
Benefits paid / distributions$22.9K
Contributions
Employer$51.1K
Participant$113.9K
Full reported line items
Total assets (EOY)
$445,122
Total liabilities (EOY)
$0
Net assets (EOY)
$445,122
Employer contributions
$51,143
Participant contributions
$113,926
Total income / additions
$227,886
Benefits paid
$22,899
Administrative expenses
$2,358
Total expenses
$25,257
Net increase / (decrease)
$202,629

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004165154NAL0005837667001 cover?
It is the 2023 Form 5500 filing for Polycharge America 401(K) Plan, reported by Polycharge America, Inc. (EIN 82-2802145).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages