Current Snapshot
Latest Year
2024
2024 Participants
279
2024 Assets
$37,503,234
2024 Contributions
$3,279,122
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 279 | $37,503,234 | $3,279,122 | $11,753iApproximate average salary by contribution assumption: employee only about $293,828 at 4% or $195,885 at 6%; with 50% employer match about $195,885 at 4% or $130,590 at 6%; with 100% employer match about $146,914 at 4% or $97,943 at 6%. |
| Vertexone 401(K) Plan | - | 279 | $37,503,234 | $3,279,122 | $11,753iApproximate average salary by contribution assumption: employee only about $293,828 at 4% or $195,885 at 6%; with 50% employer match about $195,885 at 4% or $130,590 at 6%; with 100% employer match about $146,914 at 4% or $97,943 at 6%. |
| Vertex Business Services LLC Comprehensive Welfare Benefits Plan | - | 222 | - | - | - |
| 2023 | 2 | 235 | $35,874,555 | $3,271,751 | $13,922iApproximate average salary by contribution assumption: employee only about $348,059 at 4% or $232,039 at 6%; with 50% employer match about $232,039 at 4% or $154,693 at 6%; with 100% employer match about $174,029 at 4% or $116,020 at 6%. |
| Vertexone 401(K) Plan | - | 235 | $35,874,555 | $3,271,751 | $13,922iApproximate average salary by contribution assumption: employee only about $348,059 at 4% or $232,039 at 6%; with 50% employer match about $232,039 at 4% or $154,693 at 6%; with 100% employer match about $174,029 at 4% or $116,020 at 6%. |
| Vertex Business Services LLC Comprehensive Welfare Benefits Plan | - | 194 | - | - | - |
| 2022 | 2 | 273 | $33,013,306 | $3,923,410 | $14,371iApproximate average salary by contribution assumption: employee only about $359,287 at 4% or $239,524 at 6%; with 50% employer match about $239,524 at 4% or $159,683 at 6%; with 100% employer match about $179,643 at 4% or $119,762 at 6%. |
| Vertexone 401(K) Plan | - | 273 | $33,013,306 | $3,923,410 | $14,371iApproximate average salary by contribution assumption: employee only about $359,287 at 4% or $239,524 at 6%; with 50% employer match about $239,524 at 4% or $159,683 at 6%; with 100% employer match about $179,643 at 4% or $119,762 at 6%. |
| Vertex Business Services LLC Comprehensive Welfare Benefits Plan | - | 248 | - | - | - |
| 2021 | 2 | 258 | $37,155,109 | $2,691,656 | $10,433iApproximate average salary by contribution assumption: employee only about $260,819 at 4% or $173,880 at 6%; with 50% employer match about $173,880 at 4% or $115,920 at 6%; with 100% employer match about $130,410 at 4% or $86,940 at 6%. |
| Vertexone 401(K) Plan | - | 258 | $37,155,109 | $2,691,656 | $10,433iApproximate average salary by contribution assumption: employee only about $260,819 at 4% or $173,880 at 6%; with 50% employer match about $173,880 at 4% or $115,920 at 6%; with 100% employer match about $130,410 at 4% or $86,940 at 6%. |
| Vertex Business Services LLC Comprehensive Welfare Benefits Plan | - | 191 | - | - | - |
| 2020 | 2 | 170 | $32,997,629 | $1,864,887 | $10,970iApproximate average salary by contribution assumption: employee only about $274,248 at 4% or $182,832 at 6%; with 50% employer match about $182,832 at 4% or $121,888 at 6%; with 100% employer match about $137,124 at 4% or $91,416 at 6%. |
| Vertexone 401(K) Plan | - | 170 | $32,997,629 | $1,864,887 | $10,970iApproximate average salary by contribution assumption: employee only about $274,248 at 4% or $182,832 at 6%; with 50% employer match about $182,832 at 4% or $121,888 at 6%; with 100% employer match about $137,124 at 4% or $91,416 at 6%. |
| Vertex Business Services LLC Comprehensive Welfare Benefits Plan | - | 157 | - | - | - |
| 2019 | 2 | 115 | $29,117,838 | $1,342,730 | $11,676iApproximate average salary by contribution assumption: employee only about $291,898 at 4% or $194,599 at 6%; with 50% employer match about $194,599 at 4% or $129,732 at 6%; with 100% employer match about $145,949 at 4% or $97,299 at 6%. |
| Vertexone 401(K) Plan | - | 115 | $29,117,838 | $1,342,730 | $11,676iApproximate average salary by contribution assumption: employee only about $291,898 at 4% or $194,599 at 6%; with 50% employer match about $194,599 at 4% or $129,732 at 6%; with 100% employer match about $145,949 at 4% or $97,299 at 6%. |
| Vertex Business Services LLC Comprehensive Welfare Benefits Plan | - | 105 | - | - | - |
| 2018 | 2 | 240 | $26,443,894 | $1,425,010 | $5,938iApproximate average salary by contribution assumption: employee only about $148,439 at 4% or $98,959 at 6%; with 50% employer match about $98,959 at 4% or $65,973 at 6%; with 100% employer match about $74,219 at 4% or $49,480 at 6%. |
| Vertexone 401(K) Plan | - | 240 | $26,443,894 | $1,425,010 | $5,938iApproximate average salary by contribution assumption: employee only about $148,439 at 4% or $98,959 at 6%; with 50% employer match about $98,959 at 4% or $65,973 at 6%; with 100% employer match about $74,219 at 4% or $49,480 at 6%. |
| Vertex Business Services LLC Comprehensive Welfare Benefits Plan | - | 112 | - | - | - |
| 2017 | 2 | 260 | $28,817,629 | $1,845,214 | $7,097iApproximate average salary by contribution assumption: employee only about $177,424 at 4% or $118,283 at 6%; with 50% employer match about $118,283 at 4% or $78,855 at 6%; with 100% employer match about $88,712 at 4% or $59,141 at 6%. |
| Vertexone 401(K) Plan | - | 260 | $28,817,629 | $1,845,214 | $7,097iApproximate average salary by contribution assumption: employee only about $177,424 at 4% or $118,283 at 6%; with 50% employer match about $118,283 at 4% or $78,855 at 6%; with 100% employer match about $88,712 at 4% or $59,141 at 6%. |
| Vertex Business Services LLC Comprehensive Welfare Benefits Plan | - | 130 | - | - | - |
| 2016 | 1 | 681 | $0 | $0 | - |
| Vertex Business Services LLC Comprehensive Welfare Benefits Plan | - | 681 | - | - | - |