Vari Corporation 401(K) Plan — Form 5500 plan (Vari Corporation)
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, Vari Corporation 401(K) Plan is a benefit plan reported by Vari Corporation under EIN 23-2106519 and plan number 002. The latest loaded filing year is 2023. The filing reports 206 participants and $15,404,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vari Corporation
- EIN
- 23-2106519
- Plan number
- 002
- Plan type
- 2
- Location
- Pottstown, PA
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $15,404,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20250821093858NAL0007967698001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,404,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,404,576
- Net assets (BOY)
- $13,459,881
Income & contributions
- Employer contributions
- $228,098
- Participant contributions
- $513,507
- Total contributions
- $741,605
- Total income / additions
- $2,858,569
Expenses & distributions
- Benefits paid
- $837,342
- Administrative expenses
- $76,532
- Total expenses
- $913,874
- Net increase / (decrease)
- $1,944,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services | NONE | $44,126 | not reported in the loaded dataset | 2023 |
| Tycor Benefit Administrators, Inc. | NONE | $44,126 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Co | NONE | $24,210 | $2,091 | 2023 |