How many benefit plans does The Vertex Companies, LLC report on Form 5500?

The Vertex Companies, LLC (EIN 20-3724403) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Vertex Companies, LLC?

The Employer Identification Number (EIN) reported for The Vertex Companies, LLC is 20-3724403.

What is the latest Form 5500 filing year for The Vertex Companies, LLC?

The latest loaded Form 5500 filing year for The Vertex Companies, LLC is 2023.

The Vertex Companies, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 20-3724403) is a plan sponsor located in Weymouth, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-3724403
Location: Weymouth, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $102,002,029
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $102,002,029

Contributions & income

Employer contributions: $2,506,415
Participant contributions: $6,059,138
Total income / additions: $28,158,208

Expenses & distributions

Benefits paid / distributions: $5,183,280
Total expenses: $5,275,739
Net increase / (decrease): $22,882,469

Coverage

Total reported participants: 1,517
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Vertex Companies, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Vertex Companies, LLC 401k Plan	001	836	$102,002,029	2023
The Vertex Companies, LLC Health And Welfare Benefit Plan	501	681	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Vertex Companies, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Vertex Companies, LLC Health And Welfare Benefit Plan	681	C	20240920095342NAL0007254737001
2023	The Vertex Companies, LLC 401k Plan	836	H, C	20241010100732NAL0011360627001