Current Snapshot
Latest Year
2013
2013 Participants
202
2013 Assets
$19,245,711
2013 Contributions
$1,699,833
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 2 | 202 | $19,245,711 | $1,699,833 | $8,415iApproximate average salary by contribution assumption: employee only about $210,375 at 4% or $140,250 at 6%; with 50% employer match about $140,250 at 4% or $93,500 at 6%; with 100% employer match about $105,188 at 4% or $70,125 at 6%. |
| Vertex Incorporated 401K Plan | - | 202 | $19,245,711 | $1,699,833 | $8,415iApproximate average salary by contribution assumption: employee only about $210,375 at 4% or $140,250 at 6%; with 50% employer match about $140,250 at 4% or $93,500 at 6%; with 100% employer match about $105,188 at 4% or $70,125 at 6%. |
| VERTEX LIFE AND DISABILITY PLAN | - | 152 | - | - | - |
| 2012 | 2 | 183 | $14,889,423 | $1,664,685 | $9,097iApproximate average salary by contribution assumption: employee only about $227,416 at 4% or $151,611 at 6%; with 50% employer match about $151,611 at 4% or $101,074 at 6%; with 100% employer match about $113,708 at 4% or $75,805 at 6%. |
| Vertex Incorporated 401K Plan | - | 183 | $14,889,423 | $1,664,685 | $9,097iApproximate average salary by contribution assumption: employee only about $227,416 at 4% or $151,611 at 6%; with 50% employer match about $151,611 at 4% or $101,074 at 6%; with 100% employer match about $113,708 at 4% or $75,805 at 6%. |
| VERTEX LIFE AND DISABILITY PLAN | - | 140 | - | - | - |
| 2011 | 2 | 168 | $12,140,437 | $1,207,965 | $7,190iApproximate average salary by contribution assumption: employee only about $179,757 at 4% or $119,838 at 6%; with 50% employer match about $119,838 at 4% or $79,892 at 6%; with 100% employer match about $89,878 at 4% or $59,919 at 6%. |
| Vertex Incorporated 401K Plan | - | 168 | $12,140,437 | $1,207,965 | $7,190iApproximate average salary by contribution assumption: employee only about $179,757 at 4% or $119,838 at 6%; with 50% employer match about $119,838 at 4% or $79,892 at 6%; with 100% employer match about $89,878 at 4% or $59,919 at 6%. |
| VERTEX LIFE AND DISABILITY PLAN | - | 144 | - | - | - |
| 2010 | 2 | 129 | $11,216,561 | $1,129,225 | $8,754iApproximate average salary by contribution assumption: employee only about $218,842 at 4% or $145,895 at 6%; with 50% employer match about $145,895 at 4% or $97,263 at 6%; with 100% employer match about $109,421 at 4% or $72,947 at 6%. |
| VERTEX, INC. VANGUARD 401K PLAN | - | 129 | $11,216,561 | $1,129,225 | $8,754iApproximate average salary by contribution assumption: employee only about $218,842 at 4% or $145,895 at 6%; with 50% employer match about $145,895 at 4% or $97,263 at 6%; with 100% employer match about $109,421 at 4% or $72,947 at 6%. |
| VERTEX LIFE AND DISABILITY PLAN | - | 109 | - | - | - |
| 2009 | 1 | 126 | $9,390,461 | $1,119,288 | $8,883iApproximate average salary by contribution assumption: employee only about $222,081 at 4% or $148,054 at 6%; with 50% employer match about $148,054 at 4% or $98,703 at 6%; with 100% employer match about $111,040 at 4% or $74,027 at 6%. |
| VERTEX, INC. VANGUARD 401K PLAN | - | 126 | $9,390,461 | $1,119,288 | $8,883iApproximate average salary by contribution assumption: employee only about $222,081 at 4% or $148,054 at 6%; with 50% employer match about $148,054 at 4% or $98,703 at 6%; with 100% employer match about $111,040 at 4% or $74,027 at 6%. |
| 2008 | 1 | 133 | $6,641,210 | $1,306,380 | $9,822iApproximate average salary by contribution assumption: employee only about $245,560 at 4% or $163,707 at 6%; with 50% employer match about $163,707 at 4% or $109,138 at 6%; with 100% employer match about $122,780 at 4% or $81,853 at 6%. |
| VERTEX, INC. VANGUARD 401K PLAN | - | 133 | $6,641,210 | $1,306,380 | $9,822iApproximate average salary by contribution assumption: employee only about $245,560 at 4% or $163,707 at 6%; with 50% employer match about $163,707 at 4% or $109,138 at 6%; with 100% employer match about $122,780 at 4% or $81,853 at 6%. |
| 2007 | 1 | 109 | $0 | $0 | - |
| Vertex Incorporated 401K Plan | - | 109 | - | - | - |
| 2006 | 1 | 95 | $0 | $0 | - |
| Vertex Incorporated 401K Plan | - | 95 | - | - | - |
| 2004 | 1 | 59 | $4,618,951 | $804,948 | $13,643iApproximate average salary by contribution assumption: employee only about $341,080 at 4% or $227,386 at 6%; with 50% employer match about $227,386 at 4% or $151,591 at 6%; with 100% employer match about $170,540 at 4% or $113,693 at 6%. |
| Vertex Incorporated 401K Plan | - | 59 | $4,618,951 | $804,948 | $13,643iApproximate average salary by contribution assumption: employee only about $341,080 at 4% or $227,386 at 6%; with 50% employer match about $227,386 at 4% or $151,591 at 6%; with 100% employer match about $170,540 at 4% or $113,693 at 6%. |
| 2003 | 1 | 66 | $3,492,980 | $483,157 | $7,321iApproximate average salary by contribution assumption: employee only about $183,014 at 4% or $122,009 at 6%; with 50% employer match about $122,009 at 4% or $81,340 at 6%; with 100% employer match about $91,507 at 4% or $61,005 at 6%. |
| Vertex Incorporated 401K Plan | - | 66 | $3,492,980 | $483,157 | $7,321iApproximate average salary by contribution assumption: employee only about $183,014 at 4% or $122,009 at 6%; with 50% employer match about $122,009 at 4% or $81,340 at 6%; with 100% employer match about $91,507 at 4% or $61,005 at 6%. |
| 2002 | 1 | 59 | $2,516,007 | $562,690 | $9,537iApproximate average salary by contribution assumption: employee only about $238,428 at 4% or $158,952 at 6%; with 50% employer match about $158,952 at 4% or $105,968 at 6%; with 100% employer match about $119,214 at 4% or $79,476 at 6%. |
| Vertex Incorporated 401K Plan | - | 59 | $2,516,007 | $562,690 | $9,537iApproximate average salary by contribution assumption: employee only about $238,428 at 4% or $158,952 at 6%; with 50% employer match about $158,952 at 4% or $105,968 at 6%; with 100% employer match about $119,214 at 4% or $79,476 at 6%. |
| 2001 | 1 | 77 | $0 | $0 | - |
| Vertex Incorporated 401K Plan | - | 77 | - | - | - |
| 2000 | 1 | 88 | $0 | $0 | - |
| Vertex Incorporated 401K Plan | - | 88 | - | - | - |
| 1999 | 1 | 86 | $2,759,105 | $515,394 | $5,993iApproximate average salary by contribution assumption: employee only about $149,824 at 4% or $99,883 at 6%; with 50% employer match about $99,883 at 4% or $66,588 at 6%; with 100% employer match about $74,912 at 4% or $49,941 at 6%. |
| Vertex Incorporated 401K Plan | - | 86 | $2,759,105 | $515,394 | $5,993iApproximate average salary by contribution assumption: employee only about $149,824 at 4% or $99,883 at 6%; with 50% employer match about $99,883 at 4% or $66,588 at 6%; with 100% employer match about $74,912 at 4% or $49,941 at 6%. |