Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$821,307
2024 Contributions
$64,569
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $821,307 | $64,569 | $7,174iApproximate average salary by contribution assumption: employee only about $179,358 at 4% or $119,572 at 6%; with 50% employer match about $119,572 at 4% or $79,715 at 6%; with 100% employer match about $89,679 at 4% or $59,786 at 6%. |
| Varsity Tax Inc. 401(K) Plan | - | 9 | $821,307 | $64,569 | $7,174iApproximate average salary by contribution assumption: employee only about $179,358 at 4% or $119,572 at 6%; with 50% employer match about $119,572 at 4% or $79,715 at 6%; with 100% employer match about $89,679 at 4% or $59,786 at 6%. |
| 2023 | 1 | 3 | $319,133 | $3,728 | $1,243iApproximate average salary by contribution assumption: employee only about $31,067 at 4% or $20,711 at 6%; with 50% employer match about $20,711 at 4% or $13,807 at 6%; with 100% employer match about $15,533 at 4% or $10,356 at 6%. |
| Varsity Tax Inc. 401(K) Plan | - | 3 | $319,133 | $3,728 | $1,243iApproximate average salary by contribution assumption: employee only about $31,067 at 4% or $20,711 at 6%; with 50% employer match about $20,711 at 4% or $13,807 at 6%; with 100% employer match about $15,533 at 4% or $10,356 at 6%. |
| 2022 | 1 | 6 | $438,192 | $35,177 | $5,863iApproximate average salary by contribution assumption: employee only about $146,571 at 4% or $97,714 at 6%; with 50% employer match about $97,714 at 4% or $65,143 at 6%; with 100% employer match about $73,285 at 4% or $48,857 at 6%. |
| Varsity Tax Inc. 401(K) Plan | - | 6 | $438,192 | $35,177 | $5,863iApproximate average salary by contribution assumption: employee only about $146,571 at 4% or $97,714 at 6%; with 50% employer match about $97,714 at 4% or $65,143 at 6%; with 100% employer match about $73,285 at 4% or $48,857 at 6%. |
| 2021 | 1 | 3 | $420,709 | $31,424 | $10,475iApproximate average salary by contribution assumption: employee only about $261,867 at 4% or $174,578 at 6%; with 50% employer match about $174,578 at 4% or $116,385 at 6%; with 100% employer match about $130,933 at 4% or $87,289 at 6%. |
| Varsity Tax Inc. 401(K) Plan | - | 3 | $420,709 | $31,424 | $10,475iApproximate average salary by contribution assumption: employee only about $261,867 at 4% or $174,578 at 6%; with 50% employer match about $174,578 at 4% or $116,385 at 6%; with 100% employer match about $130,933 at 4% or $87,289 at 6%. |
| 2020 | 1 | 3 | $319,218 | $3,812 | $1,271iApproximate average salary by contribution assumption: employee only about $31,767 at 4% or $21,178 at 6%; with 50% employer match about $21,178 at 4% or $14,119 at 6%; with 100% employer match about $15,883 at 4% or $10,589 at 6%. |
| Varsity Tax Inc. 401(K) Plan | - | 3 | $319,218 | $3,812 | $1,271iApproximate average salary by contribution assumption: employee only about $31,767 at 4% or $21,178 at 6%; with 50% employer match about $21,178 at 4% or $14,119 at 6%; with 100% employer match about $15,883 at 4% or $10,589 at 6%. |
| 2019 | 1 | 1 | $76,971 | $424,990 | $424,990iApproximate average salary by contribution assumption: employee only about $10,624,750 at 4% or $7,083,167 at 6%; with 50% employer match about $7,083,167 at 4% or $4,722,111 at 6%; with 100% employer match about $5,312,375 at 4% or $3,541,583 at 6%. |
| Varsity Tax Inc. 401(K) Plan | - | 1 | $76,971 | $424,990 | $424,990iApproximate average salary by contribution assumption: employee only about $10,624,750 at 4% or $7,083,167 at 6%; with 50% employer match about $7,083,167 at 4% or $4,722,111 at 6%; with 100% employer match about $5,312,375 at 4% or $3,541,583 at 6%. |