Vortex Employees 401(K) Plan — Form 5500 plan (Vortex Industries, LLC)
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, Vortex Employees 401(K) Plan is a benefit plan reported by Vortex Industries, LLC under EIN 95-2761304 and plan number 001. The latest loaded filing year is 2023. The filing reports 709 participants and $30,607,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vortex Industries, LLC
- EIN
- 95-2761304
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 709
- End-of-year plan assets
- $30,607,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 709 | H, C | 20241015134242NAL0016515971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,607,802
- Total liabilities (EOY)
- $10,456
- Net assets (EOY)
- $30,597,346
- Net assets (BOY)
- $25,193,159
Income & contributions
- Employer contributions
- $788,119
- Participant contributions
- $2,746,022
- Total contributions
- $3,707,703
- Total income / additions
- $9,048,942
Expenses & distributions
- Benefits paid
- $3,480,876
- Administrative expenses
- $129,257
- Total expenses
- $3,644,755
- Net increase / (decrease)
- $5,404,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $50,471 | $0 | 2023 |
| Gallagher Fiduciary Advisors LLC | ADVISOR\INVESTMENT ADV | $45,000 | not reported in the loaded dataset | 2023 |
| Lance Soll & Lunghard, Llp | ACCOUNTANT\AUDITOR | $20,750 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,036 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vortex Industries, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Fidelity Investments Institutional — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Lance Soll & Lunghard, Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation