Plan5500

Varney, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Inc (EIN 54-0791615) is a plan sponsor located in Roanoke, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0791615
Location
Roanoke, VA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Varney, Inc

  • 3 loaded plans hold $15M in reported assets.
  • The largest, Varney, Inc Employee Stock Ownership Plan And Trust, holds 53% of this company's reported plan assets.
  • Plans cover 624 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15MSummed across loaded plans$14,966,857
Total reported assets$15M$14,966,857
Total reported participants624
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15M total assets
Net assets$15MLiabilities$0
Contributions & income
Employer contributions$613.2K
Participant contributions$666.5K
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets53%Varney, Inc Employee Stock Ownership Plan And Trust
Participants per plan208Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Varney, Inc Employee Stock Ownership Plan And Trust$7.9M
    Plan #003 · 242 participants · 2023
  2. 2
    Varney, Inc. 401(K) & Profit Sharing Plan$7.1M
    Plan #002 · 215 participants · 2023
  3. 3
    Varney, Inc. Flexible Benefit Plannot reported in the loaded dataset
    Plan #501 · 167 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Varney, Inc. Open one for its full reported snapshot.

  1. 2023
    Varney, Inc Employee Stock Ownership Plan And Trust242 participants · 2Sch H
    View filing →
  2. 2023
    Varney, Inc. 401(K) & Profit Sharing Plan215 participants · 2Sch HSch C
    View filing →
  3. 2023
    Varney, Inc. Flexible Benefit Plan167 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Varney, Inc report on Form 5500?
Varney, Inc (EIN 54-0791615) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Varney, Inc?
The Employer Identification Number (EIN) reported for Varney, Inc is 54-0791615.
What is the latest Form 5500 filing year for Varney, Inc?
The latest loaded Form 5500 filing year for Varney, Inc is 2023.

Related Form 5500 pages