Civic Intelligence

Varbeco Wealth Management LLC

Plan context: Varbeco Wealth Management 401(K) Profit Sharing Plan

EIN 22-3826705 • Ocean, NJ • 18 filings • 2 plans

802 W. Park Avenue, Bldg 3, Ste 301Ocean, NJ 07712
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,294,093

2024 Contributions

$81,914

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,294,093$647,047$0200820162024YearValue
$1,294,093Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200720162024YearValue
3Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$1,294,093$81,914$27,305iApproximate average salary by contribution assumption: employee only about $682,617 at 4% or $455,078 at 6%; with 50% employer match about $455,078 at 4% or $303,385 at 6%; with 100% employer match about $341,308 at 4% or $227,539 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$1,294,093$81,914$27,305iApproximate average salary by contribution assumption: employee only about $682,617 at 4% or $455,078 at 6%; with 50% employer match about $455,078 at 4% or $303,385 at 6%; with 100% employer match about $341,308 at 4% or $227,539 at 6%.
202313$1,087,724$73,199$24,400iApproximate average salary by contribution assumption: employee only about $609,992 at 4% or $406,661 at 6%; with 50% employer match about $406,661 at 4% or $271,107 at 6%; with 100% employer match about $304,996 at 4% or $203,331 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$1,087,724$73,199$24,400iApproximate average salary by contribution assumption: employee only about $609,992 at 4% or $406,661 at 6%; with 50% employer match about $406,661 at 4% or $271,107 at 6%; with 100% employer match about $304,996 at 4% or $203,331 at 6%.
202213$885,310$72,089$24,030iApproximate average salary by contribution assumption: employee only about $600,742 at 4% or $400,494 at 6%; with 50% employer match about $400,494 at 4% or $266,996 at 6%; with 100% employer match about $300,371 at 4% or $200,247 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$885,310$72,089$24,030iApproximate average salary by contribution assumption: employee only about $600,742 at 4% or $400,494 at 6%; with 50% employer match about $400,494 at 4% or $266,996 at 6%; with 100% employer match about $300,371 at 4% or $200,247 at 6%.
202113$998,040$57,788$19,263iApproximate average salary by contribution assumption: employee only about $481,567 at 4% or $321,044 at 6%; with 50% employer match about $321,044 at 4% or $214,030 at 6%; with 100% employer match about $240,783 at 4% or $160,522 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$998,040$57,788$19,263iApproximate average salary by contribution assumption: employee only about $481,567 at 4% or $321,044 at 6%; with 50% employer match about $321,044 at 4% or $214,030 at 6%; with 100% employer match about $240,783 at 4% or $160,522 at 6%.
202013$857,019$46,414$15,471iApproximate average salary by contribution assumption: employee only about $386,783 at 4% or $257,856 at 6%; with 50% employer match about $257,856 at 4% or $171,904 at 6%; with 100% employer match about $193,392 at 4% or $128,928 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$857,019$46,414$15,471iApproximate average salary by contribution assumption: employee only about $386,783 at 4% or $257,856 at 6%; with 50% employer match about $257,856 at 4% or $171,904 at 6%; with 100% employer match about $193,392 at 4% or $128,928 at 6%.
201913$695,383$46,005$15,335iApproximate average salary by contribution assumption: employee only about $383,375 at 4% or $255,583 at 6%; with 50% employer match about $255,583 at 4% or $170,389 at 6%; with 100% employer match about $191,688 at 4% or $127,792 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$695,383$46,005$15,335iApproximate average salary by contribution assumption: employee only about $383,375 at 4% or $255,583 at 6%; with 50% employer match about $255,583 at 4% or $170,389 at 6%; with 100% employer match about $191,688 at 4% or $127,792 at 6%.
201813$554,017$43,457$14,486iApproximate average salary by contribution assumption: employee only about $362,142 at 4% or $241,428 at 6%; with 50% employer match about $241,428 at 4% or $160,952 at 6%; with 100% employer match about $181,071 at 4% or $120,714 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$554,017$43,457$14,486iApproximate average salary by contribution assumption: employee only about $362,142 at 4% or $241,428 at 6%; with 50% employer match about $241,428 at 4% or $160,952 at 6%; with 100% employer match about $181,071 at 4% or $120,714 at 6%.
201713$541,498$38,994$12,998iApproximate average salary by contribution assumption: employee only about $324,950 at 4% or $216,633 at 6%; with 50% employer match about $216,633 at 4% or $144,422 at 6%; with 100% employer match about $162,475 at 4% or $108,317 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$541,498$38,994$12,998iApproximate average salary by contribution assumption: employee only about $324,950 at 4% or $216,633 at 6%; with 50% employer match about $216,633 at 4% or $144,422 at 6%; with 100% employer match about $162,475 at 4% or $108,317 at 6%.
201613$445,309$44,312$14,771iApproximate average salary by contribution assumption: employee only about $369,267 at 4% or $246,178 at 6%; with 50% employer match about $246,178 at 4% or $164,119 at 6%; with 100% employer match about $184,633 at 4% or $123,089 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$445,309$44,312$14,771iApproximate average salary by contribution assumption: employee only about $369,267 at 4% or $246,178 at 6%; with 50% employer match about $246,178 at 4% or $164,119 at 6%; with 100% employer match about $184,633 at 4% or $123,089 at 6%.
201513$381,545$43,357$14,452iApproximate average salary by contribution assumption: employee only about $361,308 at 4% or $240,872 at 6%; with 50% employer match about $240,872 at 4% or $160,581 at 6%; with 100% employer match about $180,654 at 4% or $120,436 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$381,545$43,357$14,452iApproximate average salary by contribution assumption: employee only about $361,308 at 4% or $240,872 at 6%; with 50% employer match about $240,872 at 4% or $160,581 at 6%; with 100% employer match about $180,654 at 4% or $120,436 at 6%.
201413$348,906$42,463$14,154iApproximate average salary by contribution assumption: employee only about $353,858 at 4% or $235,906 at 6%; with 50% employer match about $235,906 at 4% or $157,270 at 6%; with 100% employer match about $176,929 at 4% or $117,953 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$348,906$42,463$14,154iApproximate average salary by contribution assumption: employee only about $353,858 at 4% or $235,906 at 6%; with 50% employer match about $235,906 at 4% or $157,270 at 6%; with 100% employer match about $176,929 at 4% or $117,953 at 6%.
201313$298,099$36,949$12,316iApproximate average salary by contribution assumption: employee only about $307,908 at 4% or $205,272 at 6%; with 50% employer match about $205,272 at 4% or $136,848 at 6%; with 100% employer match about $153,954 at 4% or $102,636 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$298,099$36,949$12,316iApproximate average salary by contribution assumption: employee only about $307,908 at 4% or $205,272 at 6%; with 50% employer match about $205,272 at 4% or $136,848 at 6%; with 100% employer match about $153,954 at 4% or $102,636 at 6%.
201213$229,388$36,751$12,250iApproximate average salary by contribution assumption: employee only about $306,258 at 4% or $204,172 at 6%; with 50% employer match about $204,172 at 4% or $136,115 at 6%; with 100% employer match about $153,129 at 4% or $102,086 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$229,388$36,751$12,250iApproximate average salary by contribution assumption: employee only about $306,258 at 4% or $204,172 at 6%; with 50% employer match about $204,172 at 4% or $136,115 at 6%; with 100% employer match about $153,129 at 4% or $102,086 at 6%.
201113$173,819$31,201$10,400iApproximate average salary by contribution assumption: employee only about $260,008 at 4% or $173,339 at 6%; with 50% employer match about $173,339 at 4% or $115,559 at 6%; with 100% employer match about $130,004 at 4% or $86,669 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$173,819$31,201$10,400iApproximate average salary by contribution assumption: employee only about $260,008 at 4% or $173,339 at 6%; with 50% employer match about $173,339 at 4% or $115,559 at 6%; with 100% employer match about $130,004 at 4% or $86,669 at 6%.
201012$147,612$31,813$15,907iApproximate average salary by contribution assumption: employee only about $397,663 at 4% or $265,108 at 6%; with 50% employer match about $265,108 at 4% or $176,739 at 6%; with 100% employer match about $198,831 at 4% or $132,554 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-2$147,612$31,813$15,907iApproximate average salary by contribution assumption: employee only about $397,663 at 4% or $265,108 at 6%; with 50% employer match about $265,108 at 4% or $176,739 at 6%; with 100% employer match about $198,831 at 4% or $132,554 at 6%.
200912$100,553$29,637$14,819iApproximate average salary by contribution assumption: employee only about $370,463 at 4% or $246,975 at 6%; with 50% employer match about $246,975 at 4% or $164,650 at 6%; with 100% employer match about $185,231 at 4% or $123,488 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-2$100,553$29,637$14,819iApproximate average salary by contribution assumption: employee only about $370,463 at 4% or $246,975 at 6%; with 50% employer match about $246,975 at 4% or $164,650 at 6%; with 100% employer match about $185,231 at 4% or $123,488 at 6%.
200813$55,621$57,871$19,290iApproximate average salary by contribution assumption: employee only about $482,258 at 4% or $321,506 at 6%; with 50% employer match about $321,506 at 4% or $214,337 at 6%; with 100% employer match about $241,129 at 4% or $160,753 at 6%.
Varbeco Wealth Management 401(K) Profit Sharing Plan-3$55,621$57,871$19,290iApproximate average salary by contribution assumption: employee only about $482,258 at 4% or $321,506 at 6%; with 50% employer match about $321,506 at 4% or $214,337 at 6%; with 100% employer match about $241,129 at 4% or $160,753 at 6%.
200713$0$0-
Varbeco Wealth Management 401(K) Profit Sharing Plan-3---