Plan5500

Vertex Energy, Inc. — 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, Vertex Energy, Inc. (EIN 38-4179507) is a plan sponsor located in Houston, TX with 1 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
38-4179507
Location
Houston, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Vertex Energy, Inc.

  • 2 loaded plans hold $3.4M in reported assets.
  • The largest, Vertex Energy Cash Balance Plan, holds 100% of this company's reported plan assets.
  • Plans cover 374 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.4MSummed across loaded plans$3,384,998
Total reported assets$3.4M$3,384,998
Total reported participants374
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.4M total assets
Net assets$3.4MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributionsNot reported
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$208
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Vertex Energy Cash Balance Plan
Participants per plan187Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Vertex Energy Cash Balance Plan$3.4M
    Plan #002 · 191 participants · 2023
  2. 2
    Vertex Refining, LLC Medical Plannot reported in the loaded dataset
    Plan #501 · 183 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Vertex Energy, Inc.. Open one for its full reported snapshot.

  1. 2023
    Vertex Refining, LLC Medical Plan183 participants · 2No schedules
    View filing →
  2. 2023
    Vertex Energy Cash Balance Plan191 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Vertex Energy, Inc. report on Form 5500?
Vertex Energy, Inc. (EIN 38-4179507) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Vertex Energy, Inc.?
The Employer Identification Number (EIN) reported for Vertex Energy, Inc. is 38-4179507.
What is the latest Form 5500 filing year for Vertex Energy, Inc.?
The latest loaded Form 5500 filing year for Vertex Energy, Inc. is 2023.

Related Form 5500 pages