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Plan Name | VERTEX ENGINEERING, INC. RETIREMENT TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | VRX, INC. |
Employer identification number (EIN): | 200216853 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about VRX, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2003-08-21 |
Company Identification Number: | 0800237458 |
Legal Registered Office Address: |
2500 DALLAS PKWY STE 450 PLANO United States of America (USA) 75093 |
More information about VRX, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | CLARICE J JACKSON | 2018-07-23 | ||
001 | 2016-01-01 | CLARIC J JACKSON | 2017-07-27 | ||
001 | 2015-01-01 | CLARICE J JACKSON | 2016-07-25 | ||
001 | 2014-01-01 | KHALID ABU-EIDEH | 2015-10-15 | KHALID ABU-EIDEH | 2015-10-15 |
001 | 2013-01-01 | KHALID ABU-EIDEH | 2014-10-15 | KHALID ABU-EIDEH | 2014-10-15 |
Measure | Date | Value |
---|---|---|
2022: VERTEX ENGINEERING, INC. RETIREMENT TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 221 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 179 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 79 |
Total of all active and inactive participants | 2022-01-01 | 258 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 258 |
Number of participants with account balances | 2022-01-01 | 204 |
2021: VERTEX ENGINEERING, INC. RETIREMENT TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 207 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 62 |
Total of all active and inactive participants | 2021-01-01 | 221 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 221 |
Number of participants with account balances | 2021-01-01 | 191 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: VERTEX ENGINEERING, INC. RETIREMENT TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 64 |
Total of all active and inactive participants | 2020-01-01 | 207 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 207 |
Number of participants with account balances | 2020-01-01 | 178 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
2019: VERTEX ENGINEERING, INC. RETIREMENT TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 39 |
Total of all active and inactive participants | 2019-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 170 |
Number of participants with account balances | 2019-01-01 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 8 |
2018: VERTEX ENGINEERING, INC. RETIREMENT TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 118 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 35 |
Total of all active and inactive participants | 2018-01-01 | 153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 153 |
Number of participants with account balances | 2018-01-01 | 129 |
Measure | Date | Value |
---|---|---|
2022 : VERTEX ENGINEERING, INC. RETIREMENT TRUST 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $711,239 |
Total of all expenses incurred | 2022-12-31 | $337,290 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $319,278 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2,617 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,502,822 |
Value of total assets at end of year | 2022-12-31 | $6,944,985 |
Value of total assets at beginning of year | 2022-12-31 | $6,571,036 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $15,395 |
Total interest from all sources | 2022-12-31 | $8,612 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $212,378 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $212,378 |
Was this plan covered by a fidelity bond | 2022-12-31 | No |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,099,642 |
Participant contributions at end of year | 2022-12-31 | $141,348 |
Participant contributions at beginning of year | 2022-12-31 | $181,058 |
Other income not declared elsewhere | 2022-12-31 | $-26,162 |
Total non interest bearing cash at end of year | 2022-12-31 | $39,605 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $207,847 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $373,949 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,944,985 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,571,036 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,182,799 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,182,131 |
Interest on participant loans | 2022-12-31 | $8,612 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,581,233 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-986,411 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $403,180 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $319,278 |
Contract administrator fees | 2022-12-31 | $15,395 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KHA ACCOUNTANTS, PLLC |
Accountancy firm EIN | 2022-12-31 | 814277254 |
2021 : VERTEX ENGINEERING, INC. RETIREMENT TRUST 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $1,956,851 |
Total of all expenses incurred | 2021-12-31 | $242,856 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $225,809 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,426,356 |
Value of total assets at end of year | 2021-12-31 | $6,571,036 |
Value of total assets at beginning of year | 2021-12-31 | $4,857,041 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,060 |
Total interest from all sources | 2021-12-31 | $12,921 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $296,567 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $296,567 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,078,162 |
Participant contributions at end of year | 2021-12-31 | $181,058 |
Participant contributions at beginning of year | 2021-12-31 | $223,235 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,128 |
Total non interest bearing cash at end of year | 2021-12-31 | $207,847 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $165,874 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,713,995 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,571,036 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,857,041 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,182,131 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,845,938 |
Interest on participant loans | 2021-12-31 | $12,921 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,621,994 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,621,994 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $221,007 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $345,066 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $225,809 |
Contract administrator fees | 2021-12-31 | $15,060 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KHA ACCOUNTANTS, PLLC |
Accountancy firm EIN | 2021-12-31 | 814277254 |
2020 : VERTEX ENGINEERING, INC. RETIREMENT TRUST 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $1,493,538 |
Total of all expenses incurred | 2020-12-31 | $227,425 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $211,063 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,979 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,135,665 |
Value of total assets at end of year | 2020-12-31 | $4,857,041 |
Value of total assets at beginning of year | 2020-12-31 | $3,590,928 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $14,383 |
Total interest from all sources | 2020-12-31 | $5,703 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $162,353 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $162,353 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $851,401 |
Participant contributions at end of year | 2020-12-31 | $223,235 |
Participant contributions at beginning of year | 2020-12-31 | $47,421 |
Total non interest bearing cash at end of year | 2020-12-31 | $165,874 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $41 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,266,113 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,857,041 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,590,928 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,845,938 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,043,986 |
Interest on participant loans | 2020-12-31 | $5,703 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,621,994 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,499,480 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,499,480 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $189,817 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $284,264 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $211,063 |
Contract administrator fees | 2020-12-31 | $14,383 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | KHA ACCOUNTANTS, PLLC |
Accountancy firm EIN | 2020-12-31 | 814277254 |
2019 : VERTEX ENGINEERING, INC. RETIREMENT TRUST 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $1,191,039 |
Total income from all sources (including contributions) | 2019-12-31 | $1,191,039 |
Total of all expenses incurred | 2019-12-31 | $105,352 |
Total of all expenses incurred | 2019-12-31 | $105,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $85,859 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,451 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,451 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $832,523 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $832,523 |
Value of total assets at end of year | 2019-12-31 | $3,590,928 |
Value of total assets at beginning of year | 2019-12-31 | $2,505,241 |
Value of total assets at beginning of year | 2019-12-31 | $2,505,241 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $18,042 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $18,042 |
Total interest from all sources | 2019-12-31 | $4,256 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $144,946 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $144,946 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $144,946 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $144,946 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $603,305 |
Contributions received from participants | 2019-12-31 | $603,305 |
Participant contributions at end of year | 2019-12-31 | $47,421 |
Participant contributions at end of year | 2019-12-31 | $47,421 |
Participant contributions at beginning of year | 2019-12-31 | $84,300 |
Participant contributions at beginning of year | 2019-12-31 | $84,300 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $938 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $938 |
Total non interest bearing cash at end of year | 2019-12-31 | $41 |
Total non interest bearing cash at end of year | 2019-12-31 | $41 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $19 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $19 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,085,687 |
Value of net income/loss | 2019-12-31 | $1,085,687 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,590,928 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,590,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,505,241 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,505,241 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,043,986 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,043,986 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,292,482 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,292,482 |
Interest on participant loans | 2019-12-31 | $4,256 |
Interest on participant loans | 2019-12-31 | $4,256 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,499,480 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,499,480 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,128,440 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,128,440 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,128,440 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,128,440 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $209,314 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $209,314 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $228,280 |
Contributions received in cash from employer | 2019-12-31 | $228,280 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $85,859 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $85,859 |
Contract administrator fees | 2019-12-31 | $18,042 |
Contract administrator fees | 2019-12-31 | $18,042 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | KHA ACCOUNTING |
Accountancy firm name | 2019-12-31 | KHA ACCOUNTING |
Accountancy firm EIN | 2019-12-31 | 814277254 |
Accountancy firm EIN | 2019-12-31 | 814277254 |
2018 : VERTEX ENGINEERING, INC. RETIREMENT TRUST 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $625,580 |
Total of all expenses incurred | 2018-12-31 | $469,603 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $459,465 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $654,004 |
Value of total assets at end of year | 2018-12-31 | $2,505,241 |
Value of total assets at beginning of year | 2018-12-31 | $2,349,264 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,638 |
Total interest from all sources | 2018-12-31 | $4,825 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $127,235 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $127,235 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $482,728 |
Participant contributions at end of year | 2018-12-31 | $84,300 |
Participant contributions at beginning of year | 2018-12-31 | $19,358 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $6,485 |
Other income not declared elsewhere | 2018-12-31 | $12 |
Total non interest bearing cash at end of year | 2018-12-31 | $19 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $155,977 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,505,241 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,349,264 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,292,482 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,329,906 |
Interest on participant loans | 2018-12-31 | $4,825 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,128,440 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-160,496 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $164,791 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $459,465 |
Contract administrator fees | 2018-12-31 | $8,638 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | KHA ACCOUNTING |
Accountancy firm EIN | 2018-12-31 | 814277254 |
2022: VERTEX ENGINEERING, INC. RETIREMENT TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: VERTEX ENGINEERING, INC. RETIREMENT TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: VERTEX ENGINEERING, INC. RETIREMENT TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: VERTEX ENGINEERING, INC. RETIREMENT TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: VERTEX ENGINEERING, INC. RETIREMENT TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |