The Vertex Companies, LLC 401k Plan — Form 5500 plan (The Vertex Companies, LLC)

Plain-English plan 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 401k Plan is a benefit plan reported by The Vertex Companies, LLC under EIN 20-3724403 and plan number 001. The latest loaded filing year is 2023. The filing reports 836 participants and $102,002,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Vertex Companies, LLC
EIN
20-3724403
Plan number
001
Plan type
2
Location
Weymouth, MA
Latest filing year
2023
Participants
836
End-of-year plan assets
$102,002,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023836H, C20241010100732NAL0011360627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,002,029
Total liabilities (EOY)
$0
Net assets (EOY)
$102,002,029
Net assets (BOY)
$79,119,560

Income & contributions

Employer contributions
$2,506,415
Participant contributions
$6,059,138
Total contributions
$14,182,614
Total income / additions
$28,158,208

Expenses & distributions

Benefits paid
$5,183,280
Administrative expenses
$25,294
Total expenses
$5,275,739
Net increase / (decrease)
$22,882,469

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$15,000$02023
Adp, Inc.RECORD KEEPER$10,293$02023

Related Form 5500 pages