2023 Form 5500 filing — Vortex Construction Employee Benefit Plan Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723083006NAL0006423091001) for Vortex Construction Employee Benefit Plan Trust, reported by Vortex Construction, LLC under EIN 47-4204931 and plan number 505. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$25.7KReported net assets-$25,714
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723083006NAL0006423091001
Plan sponsor
Vortex Construction, LLC
EIN
47-4204931
Plan number
505
Location
Richmond, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$301.2K
Total expenses$326.9K
Benefits paid / distributions$297.4K
Contributions
Employer$301.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$25,714
Net assets (EOY)
-$25,714
Employer contributions
$301,151
Total income / additions
$301,151
Benefits paid
$297,365
Administrative expenses
$29,500
Total expenses
$326,865
Net increase / (decrease)
-$25,714

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723083006NAL0006423091001 cover?
It is the 2023 Form 5500 filing for Vortex Construction Employee Benefit Plan Trust, reported by Vortex Construction, LLC (EIN 47-4204931).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages