2023 Form 5500 filing — Pollard (U.S.) Ltd 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 20241010163558NAL0011736611001) for Pollard (U.S.) Ltd 401(K) Plan, reported by Pollard (U.S.) Ltd under EIN 22-2333711 and plan number 002. It reports 1,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163558NAL0011736611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pollard (U.S.) Ltd
- EIN
- 22-2333711
- Plan number
- 002
- Location
- not reported in the loaded dataset
- Participants
- 1,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,812,291
- Total liabilities (EOY)
- $145,315
- Net assets (EOY)
- $34,666,976
- Employer contributions
- $966,766
- Participant contributions
- $2,378,325
- Total income / additions
- $9,035,934
- Benefits paid
- $3,559,981
- Administrative expenses
- $83,644
- Total expenses
- $3,689,498
- Net increase / (decrease)
- $5,346,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,614 | $0 |
| 0 | PLAN ADMINISTRATOR | $30,045 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,985 | not reported in the loaded dataset |