Vertexone 401(K) Plan — Form 5500 plan (Vertex Us Holdings, Inc. Dba Vertexone)
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, Vertexone 401(K) Plan is a benefit plan reported by Vertex Us Holdings, Inc. Dba Vertexone under EIN 26-3006422 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $35,874,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vertex Us Holdings, Inc. Dba Vertexone
- EIN
- 26-3006422
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 434
- End-of-year plan assets
- $35,874,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 434 | H, C | 20241002104838NAL0004735747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,874,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,874,555
- Net assets (BOY)
- $33,013,306
Income & contributions
- Employer contributions
- $816,747
- Participant contributions
- $2,153,945
- Total contributions
- $3,271,751
- Total income / additions
- $8,162,110
Expenses & distributions
- Benefits paid
- $5,308,185
- Administrative expenses
- -$11,891
- Total expenses
- $5,300,861
- Net increase / (decrease)
- $2,861,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | ADVISOR | $30,005 | not reported in the loaded dataset | 2023 |
| Whitley Penn | ACCOUNTANT/AUDITOR | $17,685 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $9,696 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,900 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$78,763 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vertex Us Holdings, Inc. Dba Vertexone
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Creative Planning LLC — Schedule C compensation
- Whitley Penn — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation