Vertex, Inc. 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2013. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Vertex, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2013 filing.
Vertex, Inc. 401(k) Plan Facts (plan year 2013)
Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Dec 31, 2013), filed Sep 29, 2014. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2013
- $1.70 million went into the plan in contributions, $136,280 of it from the employer (8%).
- $881,588 was paid out to participants.
- Investment and other income added $3.56 million.
- Administrative expenses were $18,151, about $94 per account.
How the Vertex, Inc. 401(k) changed, 2011–2013
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2011 | 160 | $12.1 million | $97,619 | $181,142 |
| 2012 | 196 | $14.9 million | $138,710 | $538,991 |
| 2013 | 207 | $19.2 million | $136,280 | $881,588 |
Vertex, Inc. 401(k) Contact Information
Questions about the Vertex, Inc. 401(k)
Is the Vertex, Inc 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2013, and no later filing was found under this employer's EIN.
Does Vertex, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2013 the employer contributed $136,280, 8% of all contributions.
Does the Vertex, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Vertex, Inc 401(k) plan?
207 participants at the start of plan year 2013, 202 of them active employees, and 35 former employees who still had money in the plan.
What is the average 401(k) balance at Vertex, Inc?
About $99,205 per account: $19.2 million in plan assets across 194 accounts with a balance at the end of plan year 2013.
Who manages the Vertex, Inc 401(k) accounts?
Vanguard is the plan's recordkeeper, which is where participants log in to see their balance.