POLARIS PROJECT has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : POLARIS PROJECT 403(B) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,240,513 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $235,528 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $208,337 |
| Value of total corrective distributions | 2023-12-31 | $1,613 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $654,862 |
| Value of total assets at end of year | 2023-12-31 | $3,957,005 |
| Value of total assets at beginning of year | 2023-12-31 | $2,952,020 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $25,578 |
| Total interest from all sources | 2023-12-31 | $4,851 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $125,936 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $125,936 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $408,314 |
| Participant contributions at end of year | 2023-12-31 | $1,942 |
| Participant contributions at beginning of year | 2023-12-31 | $1,908 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $46,063 |
| Other income not declared elsewhere | 2023-12-31 | $-3,551 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,004,985 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,957,005 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,952,020 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $495 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,907,226 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,927,411 |
| Interest on participant loans | 2023-12-31 | $654 |
| Interest earned on other investments | 2023-12-31 | $4,197 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $47,837 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $22,701 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $458,415 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $200,485 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $208,337 |
| Contract administrator fees | 2023-12-31 | $25,083 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | LANE & COMPANY, CPA |
| Accountancy firm EIN | 2023-12-31 | 521738520 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,240,513 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $235,528 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $208,337 |
| Value of total corrective distributions | 2023-01-01 | $1,613 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $654,862 |
| Value of total assets at end of year | 2023-01-01 | $3,957,005 |
| Value of total assets at beginning of year | 2023-01-01 | $2,952,020 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $25,578 |
| Total interest from all sources | 2023-01-01 | $4,851 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $125,936 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $125,936 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $408,314 |
| Participant contributions at end of year | 2023-01-01 | $1,942 |
| Participant contributions at beginning of year | 2023-01-01 | $1,908 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $46,063 |
| Other income not declared elsewhere | 2023-01-01 | $-3,551 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,004,985 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $3,957,005 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,952,020 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $495 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $3,907,226 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $2,927,411 |
| Interest on participant loans | 2023-01-01 | $654 |
| Interest earned on other investments | 2023-01-01 | $4,197 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $47,837 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $22,701 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $458,415 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $200,485 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $208,337 |
| Contract administrator fees | 2023-01-01 | $25,083 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | LANE & COMPANY, CPA |
| Accountancy firm EIN | 2023-01-01 | 521738520 |
| 2022 : POLARIS PROJECT 403(B) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $125,242 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $275,018 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $210,802 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $40,880 |
| Value of total corrective distributions | 2022-12-31 | $1,321 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $715,048 |
| Value of total assets at end of year | 2022-12-31 | $2,952,020 |
| Value of total assets at beginning of year | 2022-12-31 | $3,101,796 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $22,015 |
| Total interest from all sources | 2022-12-31 | $447 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $141,447 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $141,447 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $414,403 |
| Participant contributions at end of year | 2022-12-31 | $1,908 |
| Participant contributions at beginning of year | 2022-12-31 | $4,845 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $32,106 |
| Other income not declared elsewhere | 2022-12-31 | $775 |
| Administrative expenses (other) incurred | 2022-12-31 | $22,015 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-149,776 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,952,020 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,101,796 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,927,411 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,085,959 |
| Interest on participant loans | 2022-12-31 | $189 |
| Interest earned on other investments | 2022-12-31 | $258 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $22,701 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $10,992 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-732,475 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $268,539 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $210,802 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | LANE & COMPANY, CPA |
| Accountancy firm EIN | 2022-12-31 | 521738520 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $125,242 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $275,018 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $210,802 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $40,880 |
| Value of total corrective distributions | 2022-01-01 | $1,321 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $715,048 |
| Value of total assets at end of year | 2022-01-01 | $2,952,020 |
| Value of total assets at beginning of year | 2022-01-01 | $3,101,796 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $22,015 |
| Total interest from all sources | 2022-01-01 | $447 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $141,447 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $141,447 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $414,403 |
| Participant contributions at end of year | 2022-01-01 | $1,908 |
| Participant contributions at beginning of year | 2022-01-01 | $4,845 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $32,106 |
| Other income not declared elsewhere | 2022-01-01 | $775 |
| Administrative expenses (other) incurred | 2022-01-01 | $22,015 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-149,776 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,952,020 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $3,101,796 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,927,411 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $3,085,959 |
| Interest on participant loans | 2022-01-01 | $189 |
| Interest earned on other investments | 2022-01-01 | $258 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $22,701 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $10,992 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-732,475 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $268,539 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $210,802 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | LANE & COMPANY, CPA |
| Accountancy firm EIN | 2022-01-01 | 521738520 |
| 2021 : POLARIS PROJECT 403(B) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,112,800 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $363,060 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $341,812 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $751,574 |
| Value of total assets at end of year | 2021-12-31 | $3,101,796 |
| Value of total assets at beginning of year | 2021-12-31 | $2,352,056 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $21,248 |
| Total interest from all sources | 2021-12-31 | $-1,332 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $149,067 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $149,067 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $421,870 |
| Participant contributions at end of year | 2021-12-31 | $4,845 |
| Participant contributions at beginning of year | 2021-12-31 | $8,724 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $133,358 |
| Other income not declared elsewhere | 2021-12-31 | $189 |
| Administrative expenses (other) incurred | 2021-12-31 | $21,248 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $749,740 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,101,796 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,352,056 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,085,959 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,336,459 |
| Interest on participant loans | 2021-12-31 | $498 |
| Interest earned on other investments | 2021-12-31 | $-1,830 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $10,992 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $6,873 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $213,302 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $196,346 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $341,812 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | LANE & COMPANY, CPA |
| Accountancy firm EIN | 2021-12-31 | 521738520 |
