Civic Intelligence

JOHN C. MORRIS & ASSOCIATES, CPA, LLC

Plan context: Vertex Technologies Inc. Savings and Investment Plan

EIN 31-1344478 • Upper Saddle River, NJ • 12 filings • 4 plans

600 East Crescent Ave Suite 105Upper Saddle River, NJ 07458
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$161,550

2009 Contributions

$52,091

Historical Graphs

Total Assets Over Time

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

$312,036$156,018$0199920042008YearValue
$161,550Latest year 2008

Participants Over Time

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

31160199920032008YearValue
4Latest year 2008

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
200910$0$0-
Vertex Technologies Inc. Savings and Investment Plan-0$0$0-
200814$161,550$0-
Vertex Technologies Inc. Savings and Investment Plan-4$161,550--
200714$232,701$0-
Vertex Technologies Inc. Savings and Investment Plan-4$232,701--
200614$268,742$0-
Vertex Technologies Inc. Savings and Investment Plan-4$268,742--
200516$312,036$0-
Vertex Technologies Inc. Savings and Investment Plan-6$312,036--
200410$295,798$0-
Vertex Technologies Inc. Savings and Investment Plan-0$295,798--
2003112$274,420$0-
Vertex Technologies Inc. Savings and Investment Plan-12$274,420--
2002111$231,666$52,091$4,736iApproximate average salary by contribution assumption: employee only about $118,389 at 4% or $78,926 at 6%; with 50% employer match about $78,926 at 4% or $52,617 at 6%; with 100% employer match about $59,194 at 4% or $39,463 at 6%.
Vertex Technologies Inc. Savings and Investment Plan-11$231,666$52,091$4,736iApproximate average salary by contribution assumption: employee only about $118,389 at 4% or $78,926 at 6%; with 50% employer match about $78,926 at 4% or $52,617 at 6%; with 100% employer match about $59,194 at 4% or $39,463 at 6%.
2001214$101,969$30,566$2,183iApproximate average salary by contribution assumption: employee only about $54,582 at 4% or $36,388 at 6%; with 50% employer match about $36,388 at 4% or $24,259 at 6%; with 100% employer match about $27,291 at 4% or $18,194 at 6%.
Vertex Technologies Inc. Savings and Investment Plan-4$101,969$30,566$7,642iApproximate average salary by contribution assumption: employee only about $191,038 at 4% or $127,358 at 6%; with 50% employer match about $127,358 at 4% or $84,906 at 6%; with 100% employer match about $95,519 at 4% or $63,679 at 6%.
Vertex Technologies Inc. Savings and Investment Plan-14---
2000129$296,606$88,949$3,067iApproximate average salary by contribution assumption: employee only about $76,680 at 4% or $51,120 at 6%; with 50% employer match about $51,120 at 4% or $34,080 at 6%; with 100% employer match about $38,340 at 4% or $25,560 at 6%.
Vertex Technologies Inc. Savings and Investment Plan-29$296,606$88,949$3,067iApproximate average salary by contribution assumption: employee only about $76,680 at 4% or $51,120 at 6%; with 50% employer match about $51,120 at 4% or $34,080 at 6%; with 100% employer match about $38,340 at 4% or $25,560 at 6%.
1999131$301,970$77,917$2,513iApproximate average salary by contribution assumption: employee only about $62,836 at 4% or $41,891 at 6%; with 50% employer match about $41,891 at 4% or $27,927 at 6%; with 100% employer match about $31,418 at 4% or $20,945 at 6%.
Vertex Technologies Inc. Savings and Investment Plan-31$301,970$77,917$2,513iApproximate average salary by contribution assumption: employee only about $62,836 at 4% or $41,891 at 6%; with 50% employer match about $41,891 at 4% or $27,927 at 6%; with 100% employer match about $31,418 at 4% or $20,945 at 6%.