Plan5500

Pollen, Inc. Employees Savings Trust Plan — Form 5500 plan (Pollen, Inc.)

Plain-English plan 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, Pollen, Inc. Employees Savings Trust Plan is a benefit plan reported by Pollen, Inc. under EIN 27-4175668 and plan number 001. The latest loaded filing year is 2023. The filing reports 558 participants and $32,012,793 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pollen, Inc.
EIN
27-4175668
Plan number
001
Plan type
2
Location
Leawood, KS
Latest filing year
2023
Participants
558
End-of-year plan assets
$32,012,793

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023558H, C20240826162504NAL0016079872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,012,793
Total liabilities (EOY)
$0
Net assets (EOY)
$32,012,793
Net assets (BOY)
$22,773,227

Income & contributions

Employer contributions
$2,361,736
Participant contributions
$4,710,613
Total contributions
$7,846,197
Total income / additions
$12,836,660

Expenses & distributions

Benefits paid
$3,524,523
Administrative expenses
$72,310
Total expenses
$3,597,094
Net increase / (decrease)
$9,239,566

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mariner LLCADVISOR$40,371not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$28,429$02023

Related Form 5500 pages