Vertex Financial Group, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Vertex Financial Group, Inc.)
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, Vertex Financial Group, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Vertex Financial Group, Inc. under EIN 84-1535834 and plan number 001. The latest loaded filing year is 2023. The filing reports 36 participants and $9,446,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vertex Financial Group, Inc.
- EIN
- 84-1535834
- Plan number
- 001
- Plan type
- 2
- Location
- Highlands Ranch, CO
- Latest filing year
- 2023
- Participants
- 36
- End-of-year plan assets
- $9,446,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36 | I | 20240926103016NAL0001054338001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,446,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,446,683
- Net assets (BOY)
- $8,128,007
Income & contributions
- Employer contributions
- $30,527
- Participant contributions
- $83,671
- Total income / additions
- $1,516,842
Expenses & distributions
- Benefits paid
- $197,991
- Administrative expenses
- $175
- Total expenses
- $198,166
- Net increase / (decrease)
- $1,318,676
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.