Polaris Automation Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Polaris Automation Holdings, 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 Automation Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Polaris Automation Holdings, Inc. under EIN 83-4351332 and plan number 002. The latest loaded filing year is 2023. The filing reports 60 participants and $73,120 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$5.1MPlan net assets, end of year-$5,059,940
Participants60Covered participants reported
Assets / participant$1.2KComputed: assets ÷ participants$1,219 (computed)
Provider compensationNone reported
Plan sponsor
Polaris Automation Holdings, Inc.
EIN
83-4351332
Plan number
002
Plan type
2
Location
Columbus, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    60 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$73.1K total assets
Net assets-$5.1MLiabilities$5.1M
Money in vs. money out
Total income / additions$450K
Total expenses$157.5K
Benefits paid / distributions$340
Contributions
Employer$429K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$73,120
Total liabilities (EOY)
$5,133,060
Net assets (EOY)
-$5,059,940
Net assets (BOY)
-$5,352,414

Income & contributions

Employer contributions
$429,008
Total income / additions
$450,008

Expenses & distributions

Benefits paid
$340
Administrative expenses
$1,035
Total expenses
$157,534
Net increase / (decrease)
$292,474
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Polaris Automation Holdings, Inc. Employee Stock Ownership Plan?
Polaris Automation Holdings, Inc. Employee Stock Ownership Plan is reported as sponsored by Polaris Automation Holdings, Inc. (EIN 83-4351332, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Polaris Automation Holdings, Inc. Employee Stock Ownership Plan?
The latest Form 5500 filing year loaded for Polaris Automation Holdings, Inc. Employee Stock Ownership Plan is 2023.
How many participants does Polaris Automation Holdings, Inc. Employee Stock Ownership Plan report?
Polaris Automation Holdings, Inc. Employee Stock Ownership Plan reports 60 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Polaris Automation Holdings, Inc. Employee Stock Ownership Plan?
Polaris Automation Holdings, Inc. Employee Stock Ownership Plan reports $73,120 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages