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VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 401k Plan overview

Plan NameVERTEX NONPROFIT ORGANIZATION 401(K) PLAN
Plan identification number 001

VERTEX NONPROFIT ORGANIZATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VERTEX NON-PROFIT ORGANIZATION has sponsored the creation of one or more 401k plans.

Company Name:VERTEX NON-PROFIT ORGANIZATION
Employer identification number (EIN):452831378
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERTEX NONPROFIT ORGANIZATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JARED HADDOCK
0012016-01-01
0012015-01-01JARED B. HADDOCK2016-10-03

Plan Statistics for VERTEX NONPROFIT ORGANIZATION 401(K) PLAN

401k plan membership statisitcs for VERTEX NONPROFIT ORGANIZATION 401(K) PLAN

Measure Date Value
2022: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on VERTEX NONPROFIT ORGANIZATION 401(K) PLAN

Measure Date Value
2022 : VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$0
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$381,580
Total plan assets at beginning of year2022-12-31$381,580
Value of fidelity bond covering the plan2022-12-31$300,000
Assets. Value of loans (other than to participants)2022-12-31$142,923
Contributions received from other sources (not participants or employers)2022-12-31$14,500
Other income received2022-12-31$-263
Net income (gross income less expenses)2022-12-31$0
Net plan assets at end of year (total assets less liabilities)2022-12-31$381,580
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$381,580
Assets. Value of real-estate (other than employer real property)2022-12-31$223,000
Total contributions received or receivable from employer(s)2022-12-31$0
2021 : VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$57,494
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$381,580
Total plan assets at beginning of year2021-12-31$324,086
Value of fidelity bond covering the plan2021-12-31$300,000
Total contributions received or receivable from participants2021-12-31$14,500
Assets. Value of loans (other than to participants)2021-12-31$142,923
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$42,994
Net income (gross income less expenses)2021-12-31$57,494
Net plan assets at end of year (total assets less liabilities)2021-12-31$381,580
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$324,086
Assets. Value of real-estate (other than employer real property)2021-12-31$223,000
Total contributions received or receivable from employer(s)2021-12-31$0
2020 : VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$90,651
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$324,086
Total plan assets at beginning of year2020-12-31$233,435
Value of fidelity bond covering the plan2020-12-31$30,000
Assets. Value of loans (other than to participants)2020-12-31$93,473
Other income received2020-12-31$41,551
Net income (gross income less expenses)2020-12-31$90,651
Net plan assets at end of year (total assets less liabilities)2020-12-31$324,086
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$233,435
Assets. Value of real-estate (other than employer real property)2020-12-31$205,000
Total contributions received or receivable from employer(s)2020-12-31$49,100
2019 : VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$-25,207
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$233,435
Total plan assets at beginning of year2019-12-31$258,642
Value of fidelity bond covering the plan2019-12-31$30,000
Total contributions received or receivable from participants2019-12-31$0
Assets. Value of loans (other than to participants)2019-12-31$90,473
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$-25,207
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-25,207
Net plan assets at end of year (total assets less liabilities)2019-12-31$233,435
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$258,642
Assets. Value of real-estate (other than employer real property)2019-12-31$124,000
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$23,815
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$258,642
Total plan assets at beginning of year2018-12-31$234,827
Value of fidelity bond covering the plan2018-12-31$30,000
Assets. Value of loans (other than to participants)2018-12-31$89,350
Other income received2018-12-31$-32,361
Net income (gross income less expenses)2018-12-31$23,815
Net plan assets at end of year (total assets less liabilities)2018-12-31$258,642
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$234,827
Assets. Value of real-estate (other than employer real property)2018-12-31$100,277
Total contributions received or receivable from employer(s)2018-12-31$56,176
2017 : VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$170,641
Expenses. Total of all expenses incurred2017-12-31$17,554
Total plan assets at end of year2017-12-31$234,827
Total plan assets at beginning of year2017-12-31$81,740
Value of fidelity bond covering the plan2017-12-31$30,000
Assets. Value of loans (other than to participants)2017-12-31$52,946
Expenses. Other expenses not covered elsewhere2017-12-31$17,554
Other income received2017-12-31$128,141
Net income (gross income less expenses)2017-12-31$153,087
Net plan assets at end of year (total assets less liabilities)2017-12-31$234,827
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$81,740
Assets. Value of real-estate (other than employer real property)2017-12-31$116,675
Total contributions received or receivable from employer(s)2017-12-31$42,500
2016 : VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$45,623
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$81,740
Total plan assets at beginning of year2016-12-31$36,117
Value of fidelity bond covering the plan2016-12-31$30,000
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$32,050
Contributions received from other sources (not participants or employers)2016-12-31$1,940
Other income received2016-12-31$1,183
Net income (gross income less expenses)2016-12-31$45,623
Net plan assets at end of year (total assets less liabilities)2016-12-31$81,740
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$36,117
Total contributions received or receivable from employer(s)2016-12-31$42,500

Form 5500 Responses for VERTEX NONPROFIT ORGANIZATION 401(K) PLAN

2022: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VERTEX NONPROFIT ORGANIZATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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