Civic Intelligence

Pfi LLC DBA Vertex Distribution

Plan context: Vertex Distribution 401(K) Retirement Plan

EIN 04-3681186 • Houston, TX • 32 filings • 10 plans

10201 North Loop EHouston, TX 77029
Current Snapshot

Latest Year

2023

2023 Participants

14

2023 Assets

$688,009

2023 Contributions

$45,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,189,199$2,094,600$0200320152023YearValue
$688,009Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

189950200120122023YearValue
14Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2023114$688,009$0-
Vertex Distribution 401(K) Retirement Plan-14$688,009--
2022114$732,856$0-
Vertex Distribution 401(K) Retirement Plan-14$732,856--
2021115$805,256$0-
Vertex Distribution 401(K) Retirement Plan-15$805,256--
2020116$840,965$45,000$2,813iApproximate average salary by contribution assumption: employee only about $70,313 at 4% or $46,875 at 6%; with 50% employer match about $46,875 at 4% or $31,250 at 6%; with 100% employer match about $35,156 at 4% or $23,438 at 6%.
Vertex Distribution 401(K) Retirement Plan-16$840,965$45,000$2,813iApproximate average salary by contribution assumption: employee only about $70,313 at 4% or $46,875 at 6%; with 50% employer match about $46,875 at 4% or $31,250 at 6%; with 100% employer match about $35,156 at 4% or $23,438 at 6%.
2019116$845,894$0-
Vertex Distribution 401(K) Retirement Plan-16$845,894--
2018138$1,200,880$41,231$1,085iApproximate average salary by contribution assumption: employee only about $27,126 at 4% or $18,084 at 6%; with 50% employer match about $18,084 at 4% or $12,056 at 6%; with 100% employer match about $13,563 at 4% or $9,042 at 6%.
Vertex Distribution 401(K) Retirement Plan-38$1,200,880$41,231$1,085iApproximate average salary by contribution assumption: employee only about $27,126 at 4% or $18,084 at 6%; with 50% employer match about $18,084 at 4% or $12,056 at 6%; with 100% employer match about $13,563 at 4% or $9,042 at 6%.
2017138$1,137,596$30,609$806iApproximate average salary by contribution assumption: employee only about $20,138 at 4% or $13,425 at 6%; with 50% employer match about $13,425 at 4% or $8,950 at 6%; with 100% employer match about $10,069 at 4% or $6,713 at 6%.
Vertex Distribution 401(K) Retirement Plan-38$1,137,596$30,609$806iApproximate average salary by contribution assumption: employee only about $20,138 at 4% or $13,425 at 6%; with 50% employer match about $13,425 at 4% or $8,950 at 6%; with 100% employer match about $10,069 at 4% or $6,713 at 6%.
2016136$1,021,644$26,072$724iApproximate average salary by contribution assumption: employee only about $18,106 at 4% or $12,070 at 6%; with 50% employer match about $12,070 at 4% or $8,047 at 6%; with 100% employer match about $9,053 at 4% or $6,035 at 6%.
Vertex Distribution 401(K) Retirement Plan-36$1,021,644$26,072$724iApproximate average salary by contribution assumption: employee only about $18,106 at 4% or $12,070 at 6%; with 50% employer match about $12,070 at 4% or $8,047 at 6%; with 100% employer match about $9,053 at 4% or $6,035 at 6%.
2015137$914,076$24,207$654iApproximate average salary by contribution assumption: employee only about $16,356 at 4% or $10,904 at 6%; with 50% employer match about $10,904 at 4% or $7,269 at 6%; with 100% employer match about $8,178 at 4% or $5,452 at 6%.
Vertex Distribution 401(K) Retirement Plan-37$914,076$24,207$654iApproximate average salary by contribution assumption: employee only about $16,356 at 4% or $10,904 at 6%; with 50% employer match about $10,904 at 4% or $7,269 at 6%; with 100% employer match about $8,178 at 4% or $5,452 at 6%.
2014137$818,377$22,133$598iApproximate average salary by contribution assumption: employee only about $14,955 at 4% or $9,970 at 6%; with 50% employer match about $9,970 at 4% or $6,647 at 6%; with 100% employer match about $7,477 at 4% or $4,985 at 6%.
Vertex Distribution 401(K) Retirement Plan-37$818,377$22,133$598iApproximate average salary by contribution assumption: employee only about $14,955 at 4% or $9,970 at 6%; with 50% employer match about $9,970 at 4% or $6,647 at 6%; with 100% employer match about $7,477 at 4% or $4,985 at 6%.
2013138$809,018$58,773$1,547iApproximate average salary by contribution assumption: employee only about $38,666 at 4% or $25,778 at 6%; with 50% employer match about $25,778 at 4% or $17,185 at 6%; with 100% employer match about $19,333 at 4% or $12,889 at 6%.
Vertex Distribution 401(K) Retirement Plan-38$809,018$58,773$1,547iApproximate average salary by contribution assumption: employee only about $38,666 at 4% or $25,778 at 6%; with 50% employer match about $25,778 at 4% or $17,185 at 6%; with 100% employer match about $19,333 at 4% or $12,889 at 6%.
2012136$720,675$51,639$1,434iApproximate average salary by contribution assumption: employee only about $35,860 at 4% or $23,907 at 6%; with 50% employer match about $23,907 at 4% or $15,938 at 6%; with 100% employer match about $17,930 at 4% or $11,953 at 6%.
Vertex Distribution 401(K) Retirement Plan-36$720,675$51,639$1,434iApproximate average salary by contribution assumption: employee only about $35,860 at 4% or $23,907 at 6%; with 50% employer match about $23,907 at 4% or $15,938 at 6%; with 100% employer match about $17,930 at 4% or $11,953 at 6%.
2011137$620,044$68,576$1,853iApproximate average salary by contribution assumption: employee only about $46,335 at 4% or $30,890 at 6%; with 50% employer match about $30,890 at 4% or $20,593 at 6%; with 100% employer match about $23,168 at 4% or $15,445 at 6%.
Vertex Distribution 401(K) Retirement Plan-37$620,044$68,576$1,853iApproximate average salary by contribution assumption: employee only about $46,335 at 4% or $30,890 at 6%; with 50% employer match about $30,890 at 4% or $20,593 at 6%; with 100% employer match about $23,168 at 4% or $15,445 at 6%.
2010137$480,177$75,357$2,037iApproximate average salary by contribution assumption: employee only about $50,917 at 4% or $33,945 at 6%; with 50% employer match about $33,945 at 4% or $22,630 at 6%; with 100% employer match about $25,458 at 4% or $16,972 at 6%.
Vertex Distribution 401(K) Retirement Plan-37$480,177$75,357$2,037iApproximate average salary by contribution assumption: employee only about $50,917 at 4% or $33,945 at 6%; with 50% employer match about $33,945 at 4% or $22,630 at 6%; with 100% employer match about $25,458 at 4% or $16,972 at 6%.
2009240$401,971$340,992$8,525iApproximate average salary by contribution assumption: employee only about $213,120 at 4% or $142,080 at 6%; with 50% employer match about $142,080 at 4% or $94,720 at 6%; with 100% employer match about $106,560 at 4% or $71,040 at 6%.
Vertex Distribution 401(K) Retirement Plan-40$401,971$63,385$1,585iApproximate average salary by contribution assumption: employee only about $39,616 at 4% or $26,410 at 6%; with 50% employer match about $26,410 at 4% or $17,607 at 6%; with 100% employer match about $19,808 at 4% or $13,205 at 6%.
Vertex Distribution 401(K) Retirement Plan-0-$277,607-
20082137$3,475,955$527,600$3,851iApproximate average salary by contribution assumption: employee only about $96,277 at 4% or $64,185 at 6%; with 50% employer match about $64,185 at 4% or $42,790 at 6%; with 100% employer match about $48,139 at 4% or $32,092 at 6%.
Vertex Distribution 401(K) Retirement Plan-102$3,475,955$527,600$5,173iApproximate average salary by contribution assumption: employee only about $129,314 at 4% or $86,209 at 6%; with 50% employer match about $86,209 at 4% or $57,473 at 6%; with 100% employer match about $64,657 at 4% or $43,105 at 6%.
PFI.LLC VERTEX DISTRIBUTION BENEFIT HEALTH PLAN-137---
20073136$4,189,199$48,306$355iApproximate average salary by contribution assumption: employee only about $8,880 at 4% or $5,920 at 6%; with 50% employer match about $5,920 at 4% or $3,947 at 6%; with 100% employer match about $4,440 at 4% or $2,960 at 6%.
Vertex Distribution 401(K) Retirement Plan-98$4,189,199$48,306$493iApproximate average salary by contribution assumption: employee only about $12,323 at 4% or $8,215 at 6%; with 50% employer match about $8,215 at 4% or $5,477 at 6%; with 100% employer match about $6,161 at 4% or $4,108 at 6%.
PFI, LLC VERTEX DISTRIBUTION BENEFIT HEALTH PLAN-136---
Vertex Distribution 401(K) Retirement Plan-18---
20062138$0$0-
Vertex Distribution 401(K) Retirement Plan-18---
PFI, LLC DENTAL & HEALTH INSURANCE SECTION 125 PLAN-138---
20052128$0$0-
Vertex Distribution 401(K) Retirement Plan-20---
PFI LLC LIFE INSURANCE TEMP DISABILITY HEALTH INSURANCE SECTION 125 PLAN-128---
20042179$0$0-
Vertex Distribution 401(K) Retirement Plan-28---
PFI LLC LIFE INSURANCE TEMP DISABILITY HEALTH INSURANCE SECTION 125 PLAN-179---
20032189$44,251$45,000$238iApproximate average salary by contribution assumption: employee only about $5,952 at 4% or $3,968 at 6%; with 50% employer match about $3,968 at 4% or $2,646 at 6%; with 100% employer match about $2,976 at 4% or $1,984 at 6%.
Vertex Distribution 401(K) Retirement Plan-24$44,251$45,000$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
PFI, LLC HEALTH, LIFE, AND DENTAL PLAN-189---
20022171$0$0-
PFI, LLC HEALTH, LIFE AND DENTAL PLAN-171---
Vertex Distribution 401(K) Retirement Plan-104---
2001177$0$0-
Vertex Distribution 401(K) Retirement Plan-77---
Pfi LLC DBA Vertex Distribution | EIN 04-3681186 | 2023 Form 5500 Company Profile