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, The Vertex Companies, LLC 401k Plan is a benefit plan reported by The Vertex Companies, LLC under EIN 20-3724403 and plan number 001. The latest loaded filing year is 2023. The filing reports 836 participants and $102,002,029 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,002,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,002,029
- Net assets (BOY)
- $79,119,560
Income & contributions
- Employer contributions
- $2,506,415
- Participant contributions
- $6,059,138
- Total contributions
- $14,182,614
- Total income / additions
- $28,158,208
Expenses & distributions
- Benefits paid
- $5,183,280
- Administrative expenses
- $25,294
- Total expenses
- $5,275,739
- Net increase / (decrease)
- $22,882,469