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POLARIS INVESTMENT PARTNERS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NamePOLARIS INVESTMENT PARTNERS, INC. PROFIT SHARING PLAN
Plan identification number 001

POLARIS INVESTMENT PARTNERS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

POLARIS INVESTMENT PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:POLARIS INVESTMENT PARTNERS, INC.
Employer identification number (EIN):133600103
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POLARIS INVESTMENT PARTNERS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01JOHN PERNELL2018-06-22 JOHN PERNELL2018-06-22
0012016-01-01JOHN PERNELL2017-12-04 JOHN PERNELL2017-12-04
0012016-01-01JOHN PERNELL2021-12-28 JOHN PERNELL2021-12-28
0012016-01-01JOHN PERNELL2021-12-27 JOHN PERNELL2021-12-27
0012015-01-01JOHN PERNELL2017-10-13 JOHN PERNELL2017-10-13
0012015-01-01JOHN PERNELL2021-12-28 JOHN PERNELL2021-12-28
0012015-01-01JOHN PERNELL2021-12-27 JOHN PERNELL2021-12-27
0012013-01-01JOHN C. PERNELL, JR.2014-10-09
0012012-01-01JOHN C. PERNELL, JR.2013-10-11
0012011-01-01JOHN C. PERNELL, JR.2012-09-20
0012010-01-01JOHN C. PERNELL, JR.2011-08-25 JOHN C. PERNELL, JR.2011-08-25

Plan Statistics for POLARIS INVESTMENT PARTNERS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for POLARIS INVESTMENT PARTNERS, INC. PROFIT SHARING PLAN

Measure Date Value
2018: POLARIS INVESTMENT PARTNERS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Number of employers contributing to the scheme2018-01-010

Financial Data on POLARIS INVESTMENT PARTNERS, INC. PROFIT SHARING PLAN

Measure Date Value
2018 : POLARIS INVESTMENT PARTNERS, INC. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$674,458
Total plan assets at beginning of year2018-12-31$808,103
Value of fidelity bond covering the plan2018-12-31$160,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$0
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$0
Net plan assets at end of year (total assets less liabilities)2018-12-31$674,458
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$808,103
Assets. Value of participant loans2018-12-31$72,000
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0

Form 5500 Responses for POLARIS INVESTMENT PARTNERS, INC. PROFIT SHARING PLAN

2018: POLARIS INVESTMENT PARTNERS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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