2023 Form 5500 filing — Vardata, LLC 401(K) Profit-Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014075336NAL0014618531001) for Vardata, LLC 401(K) Profit-Sharing Plan, reported by Vardata, LLC under EIN 02-0727731 and plan number 001. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,203,571
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014075336NAL0014618531001
Plan sponsor
Vardata, LLC
EIN
02-0727731
Plan number
001
Location
Rochester, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.2M total assets
Net assets$2.2MLiabilities$21.1K
Money in vs. money out
Total income / additions$504.1K
Total expenses$41K
Benefits paid / distributions$5.6K
Contributions
EmployerNot reported
Participant$124.6K
Full reported line items
Total assets (EOY)
$2,224,655
Total liabilities (EOY)
$21,084
Net assets (EOY)
$2,203,571
Participant contributions
$124,592
Total income / additions
$504,076
Benefits paid
$5,635
Administrative expenses
$17,318
Total expenses
$40,986
Net increase / (decrease)
$463,090

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014075336NAL0014618531001 cover?
It is the 2023 Form 5500 filing for Vardata, LLC 401(K) Profit-Sharing Plan, reported by Vardata, LLC (EIN 02-0727731).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages