Civic Intelligence

Vortex Software Consulting LLC

Plan context: Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust

EIN 16-1531814 • Canandaigua, NY • 23 filings • 6 plans

61 N Main St #ACanandaigua, NY 14424-1438
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$8,066,381

2025 Contributions

$348,702

Historical Graphs

Total Assets Over Time

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

$8,066,381$4,033,191$0200320152025YearValue
$8,066,381Latest year 2025

Participants Over Time

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

1580200320142025YearValue
15Latest year 2025

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
2025115$8,066,381$348,702$23,247iApproximate average salary by contribution assumption: employee only about $581,170 at 4% or $387,447 at 6%; with 50% employer match about $387,447 at 4% or $258,298 at 6%; with 100% employer match about $290,585 at 4% or $193,723 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-15$8,066,381$348,702$23,247iApproximate average salary by contribution assumption: employee only about $581,170 at 4% or $387,447 at 6%; with 50% employer match about $387,447 at 4% or $258,298 at 6%; with 100% employer match about $290,585 at 4% or $193,723 at 6%.
2024115$4,675,794$370,255$24,684iApproximate average salary by contribution assumption: employee only about $617,092 at 4% or $411,394 at 6%; with 50% employer match about $411,394 at 4% or $274,263 at 6%; with 100% employer match about $308,546 at 4% or $205,697 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-15$4,675,794$370,255$24,684iApproximate average salary by contribution assumption: employee only about $617,092 at 4% or $411,394 at 6%; with 50% employer match about $411,394 at 4% or $274,263 at 6%; with 100% employer match about $308,546 at 4% or $205,697 at 6%.
2023115$3,766,422$380,138$25,343iApproximate average salary by contribution assumption: employee only about $633,563 at 4% or $422,376 at 6%; with 50% employer match about $422,376 at 4% or $281,584 at 6%; with 100% employer match about $316,782 at 4% or $211,188 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-15$3,766,422$380,138$25,343iApproximate average salary by contribution assumption: employee only about $633,563 at 4% or $422,376 at 6%; with 50% employer match about $422,376 at 4% or $281,584 at 6%; with 100% employer match about $316,782 at 4% or $211,188 at 6%.
2022113$3,065,345$356,820$27,448iApproximate average salary by contribution assumption: employee only about $686,192 at 4% or $457,462 at 6%; with 50% employer match about $457,462 at 4% or $304,974 at 6%; with 100% employer match about $343,096 at 4% or $228,731 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-13$3,065,345$356,820$27,448iApproximate average salary by contribution assumption: employee only about $686,192 at 4% or $457,462 at 6%; with 50% employer match about $457,462 at 4% or $304,974 at 6%; with 100% employer match about $343,096 at 4% or $228,731 at 6%.
2021114$3,060,029$230,742$16,482iApproximate average salary by contribution assumption: employee only about $412,039 at 4% or $274,693 at 6%; with 50% employer match about $274,693 at 4% or $183,129 at 6%; with 100% employer match about $206,020 at 4% or $137,346 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-14$3,060,029$230,742$16,482iApproximate average salary by contribution assumption: employee only about $412,039 at 4% or $274,693 at 6%; with 50% employer match about $274,693 at 4% or $183,129 at 6%; with 100% employer match about $206,020 at 4% or $137,346 at 6%.
2020111$2,822,554$275,948$25,086iApproximate average salary by contribution assumption: employee only about $627,155 at 4% or $418,103 at 6%; with 50% employer match about $418,103 at 4% or $278,735 at 6%; with 100% employer match about $313,577 at 4% or $209,052 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-11$2,822,554$275,948$25,086iApproximate average salary by contribution assumption: employee only about $627,155 at 4% or $418,103 at 6%; with 50% employer match about $418,103 at 4% or $278,735 at 6%; with 100% employer match about $313,577 at 4% or $209,052 at 6%.
201919$2,472,502$221,869$24,652iApproximate average salary by contribution assumption: employee only about $616,303 at 4% or $410,869 at 6%; with 50% employer match about $410,869 at 4% or $273,912 at 6%; with 100% employer match about $308,151 at 4% or $205,434 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-9$2,472,502$221,869$24,652iApproximate average salary by contribution assumption: employee only about $616,303 at 4% or $410,869 at 6%; with 50% employer match about $410,869 at 4% or $273,912 at 6%; with 100% employer match about $308,151 at 4% or $205,434 at 6%.
201818$1,382,098$136,531$17,066iApproximate average salary by contribution assumption: employee only about $426,659 at 4% or $284,440 at 6%; with 50% employer match about $284,440 at 4% or $189,626 at 6%; with 100% employer match about $213,330 at 4% or $142,220 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-8$1,382,098$136,531$17,066iApproximate average salary by contribution assumption: employee only about $426,659 at 4% or $284,440 at 6%; with 50% employer match about $284,440 at 4% or $189,626 at 6%; with 100% employer match about $213,330 at 4% or $142,220 at 6%.
201719$1,375,794$132,076$14,675iApproximate average salary by contribution assumption: employee only about $366,878 at 4% or $244,585 at 6%; with 50% employer match about $244,585 at 4% or $163,057 at 6%; with 100% employer match about $183,439 at 4% or $122,293 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-9$1,375,794$132,076$14,675iApproximate average salary by contribution assumption: employee only about $366,878 at 4% or $244,585 at 6%; with 50% employer match about $244,585 at 4% or $163,057 at 6%; with 100% employer match about $183,439 at 4% or $122,293 at 6%.
201619$1,044,422$132,791$14,755iApproximate average salary by contribution assumption: employee only about $368,864 at 4% or $245,909 at 6%; with 50% employer match about $245,909 at 4% or $163,940 at 6%; with 100% employer match about $184,432 at 4% or $122,955 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-9$1,044,422$132,791$14,755iApproximate average salary by contribution assumption: employee only about $368,864 at 4% or $245,909 at 6%; with 50% employer match about $245,909 at 4% or $163,940 at 6%; with 100% employer match about $184,432 at 4% or $122,955 at 6%.
201518$928,921$128,240$16,030iApproximate average salary by contribution assumption: employee only about $400,750 at 4% or $267,167 at 6%; with 50% employer match about $267,167 at 4% or $178,111 at 6%; with 100% employer match about $200,375 at 4% or $133,583 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-8$928,921$128,240$16,030iApproximate average salary by contribution assumption: employee only about $400,750 at 4% or $267,167 at 6%; with 50% employer match about $267,167 at 4% or $178,111 at 6%; with 100% employer match about $200,375 at 4% or $133,583 at 6%.
201418$821,851$121,549$15,194iApproximate average salary by contribution assumption: employee only about $379,841 at 4% or $253,227 at 6%; with 50% employer match about $253,227 at 4% or $168,818 at 6%; with 100% employer match about $189,920 at 4% or $126,614 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-8$821,851$121,549$15,194iApproximate average salary by contribution assumption: employee only about $379,841 at 4% or $253,227 at 6%; with 50% employer match about $253,227 at 4% or $168,818 at 6%; with 100% employer match about $189,920 at 4% or $126,614 at 6%.
201317$742,666$90,739$12,963iApproximate average salary by contribution assumption: employee only about $324,068 at 4% or $216,045 at 6%; with 50% employer match about $216,045 at 4% or $144,030 at 6%; with 100% employer match about $162,034 at 4% or $108,023 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-7$742,666$90,739$12,963iApproximate average salary by contribution assumption: employee only about $324,068 at 4% or $216,045 at 6%; with 50% employer match about $216,045 at 4% or $144,030 at 6%; with 100% employer match about $162,034 at 4% or $108,023 at 6%.
201215$651,955$102,634$20,527iApproximate average salary by contribution assumption: employee only about $513,170 at 4% or $342,113 at 6%; with 50% employer match about $342,113 at 4% or $228,076 at 6%; with 100% employer match about $256,585 at 4% or $171,057 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-5$651,955$102,634$20,527iApproximate average salary by contribution assumption: employee only about $513,170 at 4% or $342,113 at 6%; with 50% employer match about $342,113 at 4% or $228,076 at 6%; with 100% employer match about $256,585 at 4% or $171,057 at 6%.
201116$622,611$71,516$11,919iApproximate average salary by contribution assumption: employee only about $297,983 at 4% or $198,656 at 6%; with 50% employer match about $198,656 at 4% or $132,437 at 6%; with 100% employer match about $148,992 at 4% or $99,328 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-6$622,611$71,516$11,919iApproximate average salary by contribution assumption: employee only about $297,983 at 4% or $198,656 at 6%; with 50% employer match about $198,656 at 4% or $132,437 at 6%; with 100% employer match about $148,992 at 4% or $99,328 at 6%.
201017$564,659$69,702$9,957iApproximate average salary by contribution assumption: employee only about $248,936 at 4% or $165,957 at 6%; with 50% employer match about $165,957 at 4% or $110,638 at 6%; with 100% employer match about $124,468 at 4% or $82,979 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-7$564,659$69,702$9,957iApproximate average salary by contribution assumption: employee only about $248,936 at 4% or $165,957 at 6%; with 50% employer match about $165,957 at 4% or $110,638 at 6%; with 100% employer match about $124,468 at 4% or $82,979 at 6%.
200918$556,937$111,655$13,957iApproximate average salary by contribution assumption: employee only about $348,922 at 4% or $232,615 at 6%; with 50% employer match about $232,615 at 4% or $155,076 at 6%; with 100% employer match about $174,461 at 4% or $116,307 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-8$556,937$111,655$13,957iApproximate average salary by contribution assumption: employee only about $348,922 at 4% or $232,615 at 6%; with 50% employer match about $232,615 at 4% or $155,076 at 6%; with 100% employer match about $174,461 at 4% or $116,307 at 6%.
200818$362,556$106,325$13,291iApproximate average salary by contribution assumption: employee only about $332,266 at 4% or $221,510 at 6%; with 50% employer match about $221,510 at 4% or $147,674 at 6%; with 100% employer match about $166,133 at 4% or $110,755 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-8$362,556$106,325$13,291iApproximate average salary by contribution assumption: employee only about $332,266 at 4% or $221,510 at 6%; with 50% employer match about $221,510 at 4% or $147,674 at 6%; with 100% employer match about $166,133 at 4% or $110,755 at 6%.
200717$0$0-
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-7---
200615$249,677$86,703$17,341iApproximate average salary by contribution assumption: employee only about $433,515 at 4% or $289,010 at 6%; with 50% employer match about $289,010 at 4% or $192,673 at 6%; with 100% employer match about $216,757 at 4% or $144,505 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-5$249,677$86,703$17,341iApproximate average salary by contribution assumption: employee only about $433,515 at 4% or $289,010 at 6%; with 50% employer match about $289,010 at 4% or $192,673 at 6%; with 100% employer match about $216,757 at 4% or $144,505 at 6%.
200514$143,888$58,506$14,627iApproximate average salary by contribution assumption: employee only about $365,663 at 4% or $243,775 at 6%; with 50% employer match about $243,775 at 4% or $162,517 at 6%; with 100% employer match about $182,831 at 4% or $121,888 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-4$143,888$58,506$14,627iApproximate average salary by contribution assumption: employee only about $365,663 at 4% or $243,775 at 6%; with 50% employer match about $243,775 at 4% or $162,517 at 6%; with 100% employer match about $182,831 at 4% or $121,888 at 6%.
200413$76,849$51,187$17,062iApproximate average salary by contribution assumption: employee only about $426,558 at 4% or $284,372 at 6%; with 50% employer match about $284,372 at 4% or $189,581 at 6%; with 100% employer match about $213,279 at 4% or $142,186 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-3$76,849$51,187$17,062iApproximate average salary by contribution assumption: employee only about $426,558 at 4% or $284,372 at 6%; with 50% employer match about $284,372 at 4% or $189,581 at 6%; with 100% employer match about $213,279 at 4% or $142,186 at 6%.
200312$21,300$20,401$10,201iApproximate average salary by contribution assumption: employee only about $255,013 at 4% or $170,008 at 6%; with 50% employer match about $170,008 at 4% or $113,339 at 6%; with 100% employer match about $127,506 at 4% or $85,004 at 6%.
Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust-2$21,300$20,401$10,201iApproximate average salary by contribution assumption: employee only about $255,013 at 4% or $170,008 at 6%; with 50% employer match about $170,008 at 4% or $113,339 at 6%; with 100% employer match about $127,506 at 4% or $85,004 at 6%.