Retirement plan

STEVE VARON EMPLOYEE RETIREMENT PLAN

Name: STEVE VARON SOLE PROPRIETOR - STEVE VARON EMPLOYEE RETIREMENT PLAN (2025) Form 5500
Creator: STEVE VARON SOLE PROPRIETOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVE VARON EMPLOYEE RETIREMENT PLAN, STEVE VARON SOLE PROPRIETOR

STEVE VARON SOLE PROPRIETORdba STEVE VARONEIN 83-1403102Plan #001PY 2025

12308 235TH PL NE - REDMOND, WA 980535607425-466-3354

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+10.7% from 2024

Total participants

0.0% from 2024

Average account balance

$1,642,351

+10.7% from 2024

Annual return

10.75%

-0.10 pp from 2024

Benchmarks

See 13,762 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,762 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.6M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.75%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2J

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,642,351

$182,442+800.2%

$163,379+905.2%

$138,895+1082.4%

Participation rate

100.0%

79.8%+20.2pp

76.8%+23.2pp

79.9%+20.1pp

Annual return

10.75%

72.74%-62.0pp

63.41%-52.7pp

145.39%-134.6pp

Employer contribution / active EE

$4,159-100.0%

$3,752-100.0%

$4,194-100.0%

Participant deferral / active EE

$6,817-100.0%

$6,282-100.0%

$6,396-100.0%

Admin fee / account holder

$10,396-100.0%

$9,818-100.0%

$12,562-100.0%

STEVE VARON EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STEVE VARON EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion