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, Varney Agency Retirement Savings Plan is a benefit plan reported by Varney Agency, Inc. under EIN 01-0379093 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $9,898,975 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,898,975
- Total liabilities (EOY)
- $560
- Net assets (EOY)
- $9,898,415
- Net assets (BOY)
- $8,396,370
Income & contributions
- Employer contributions
- $277,807
- Participant contributions
- $654,149
- Total contributions
- $931,956
- Total income / additions
- $2,507,261
Expenses & distributions
- Benefits paid
- $951,869
- Administrative expenses
- $53,347
- Total expenses
- $1,005,216
- Net increase / (decrease)
- $1,502,045