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

Vertex Education, LLC (EIN 45-5589598) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Vertex Education, LLC?

The Employer Identification Number (EIN) reported for Vertex Education, LLC is 45-5589598.

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

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

Vertex Education, 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, Vertex Education, LLC (EIN 45-5589598) is a plan sponsor located in Chandler, AZ 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: 45-5589598
Location: Chandler, AZ
Loaded plans: 2
Latest filing year: 2023

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.6MSummed across loaded plans$8,575,610

Total reported assets$8.6M$8,575,610

Total reported participants442

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.6M total assets

Net assets$8.6MLiabilities$0

Contributions & income

Employer contributions$726.9K

Participant contributions$1M

Total income / additions$3.3M

Expenses & distributions

Benefits paid / distributions$1.6M

Total expenses$1.6M

Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)

Plans with provider compensation1 / 2 (50%)

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 Education, LLC 401(K) Plan

Participants per plan221Average 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
Vertex Education, LLC 401(K) Plan$8.6M
Plan #001 · 244 participants · 2023
2
Vertex Education, LLC Health And Welfare Plannot reported in the loaded dataset
Plan #501 · 198 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Vertex Education, LLC
Year	Plan	Participants	Schedules	Filing
2023	Vertex Education, LLC Health And Welfare Plan	198	—	20240503163032NAL0030142241001
2023	Vertex Education, LLC 401(K) Plan	244	H, C	20241007164224NAL0031462882001