2023 Form 5500 filing — Vertex Education, LLC 401(K) 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 20241007164224NAL0031462882001) for Vertex Education, LLC 401(K) Plan, reported by Vertex Education, LLC under EIN 45-5589598 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.6MReported net assets$8,575,610
Participants244
Provider compensation$42.9K3 Schedule C row(s)$42,949
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007164224NAL0031462882001
- Plan sponsor
- Vertex Education, LLC
- EIN
- 45-5589598
- Plan number
- 001
- Location
- Chandler, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.6M total assets
Net assets$8.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,575,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,575,610
- Employer contributions
- $726,872
- Participant contributions
- $1,031,170
- Total income / additions
- $3,336,152
- Benefits paid
- $1,620,229
- Administrative expenses
- $29,356
- Total expenses
- $1,649,585
- Net increase / (decrease)
- $1,686,567
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $31,105 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $6,181 | not reported in the loaded dataset |
| Mid-Atlantic Pension Specialists, I | THIRD PARTY ADMINISTRATO | $1,865 | $3,798 |