Plan5500

Polaris 401k Retirement Savings Plan — Form 5500 plan (Polaris Industries 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, Polaris 401k Retirement Savings Plan is a benefit plan reported by Polaris Industries Inc. under EIN 41-1857431 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,906 participants and $1,016,620,689 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Polaris Industries Inc.
EIN
41-1857431
Plan number
001
Plan type
2
Location
Medina, MN
Latest filing year
2023
Participants
8,906
End-of-year plan assets
$1,016,620,689

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,906H, C20240618111835NAL0001599811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,016,620,689
Total liabilities (EOY)
$0
Net assets (EOY)
$1,016,620,689
Net assets (BOY)
$851,116,739

Income & contributions

Employer contributions
$37,041,256
Participant contributions
$52,766,141
Total contributions
$98,977,810
Total income / additions
$249,829,435

Expenses & distributions

Benefits paid
$89,096,588
Administrative expenses
$587,618
Total expenses
$89,861,653
Net increase / (decrease)
$159,967,782

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity InvestmentsRECORDKEEPER$515,821not reported in the loaded dataset2023
Lpl FinancialINVESTMENT ADVISOR$60,000not reported in the loaded dataset2023
Lpl FinancialINVESTMENT ADVISOR$12,500not reported in the loaded dataset2023

Related Form 5500 pages