2023 Form 5500 filing — The Vertex Companies, LLC 401k Plan
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 20241010100732NAL0011360627001) for The Vertex Companies, LLC 401k Plan, reported by The Vertex Companies, LLC under EIN 20-3724403 and plan number 001. It reports 836 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100732NAL0011360627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Vertex Companies, LLC
- EIN
- 20-3724403
- Plan number
- 001
- Location
- Weymouth, MA
- Participants
- 836
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,002,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,002,029
- Employer contributions
- $2,506,415
- Participant contributions
- $6,059,138
- Total income / additions
- $28,158,208
- Benefits paid
- $5,183,280
- Administrative expenses
- $25,294
- Total expenses
- $5,275,739
- Net increase / (decrease)
- $22,882,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $15,000 | $0 |
| Adp, Inc. | RECORD KEEPER | $10,293 | $0 |