Civic Intelligence

VERTEX PT SPECIALISTS, LLC

Plan context: VERTEX PT SPECIALISTS 401(K) PLAN

EIN 81-0998453 • Cayce, SC • 10 filings • 1 plans

1105 12th StreetCayce, SC 29033
Current Snapshot

Latest Year

2025

2025 Participants

33

2025 Assets

$687,290

2025 Contributions

$98,474

Historical Graphs

Total Assets Over Time

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

$687,290$343,645$0201620212025YearValue
$687,290Latest year 2025

Participants Over Time

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

33170201620212025YearValue
33Latest 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
2025133$687,290$98,474$2,984iApproximate average salary by contribution assumption: employee only about $74,602 at 4% or $49,734 at 6%; with 50% employer match about $49,734 at 4% or $33,156 at 6%; with 100% employer match about $37,301 at 4% or $24,867 at 6%.
VERTEX PT SPECIALISTS 401(K) PLAN-33$687,290$98,474$2,984iApproximate average salary by contribution assumption: employee only about $74,602 at 4% or $49,734 at 6%; with 50% employer match about $49,734 at 4% or $33,156 at 6%; with 100% employer match about $37,301 at 4% or $24,867 at 6%.
2024130$560,260$92,351$3,078iApproximate average salary by contribution assumption: employee only about $76,959 at 4% or $51,306 at 6%; with 50% employer match about $51,306 at 4% or $34,204 at 6%; with 100% employer match about $38,480 at 4% or $25,653 at 6%.
VERTEX PT SPECIALISTS 401(K) PLAN-30$560,260$92,351$3,078iApproximate average salary by contribution assumption: employee only about $76,959 at 4% or $51,306 at 6%; with 50% employer match about $51,306 at 4% or $34,204 at 6%; with 100% employer match about $38,480 at 4% or $25,653 at 6%.
2023124$409,776$84,305$3,513iApproximate average salary by contribution assumption: employee only about $87,818 at 4% or $58,545 at 6%; with 50% employer match about $58,545 at 4% or $39,030 at 6%; with 100% employer match about $43,909 at 4% or $29,273 at 6%.
VERTEX PT SPECIALISTS 401(K) PLAN-24$409,776$84,305$3,513iApproximate average salary by contribution assumption: employee only about $87,818 at 4% or $58,545 at 6%; with 50% employer match about $58,545 at 4% or $39,030 at 6%; with 100% employer match about $43,909 at 4% or $29,273 at 6%.
2022121$275,064$74,162$3,532iApproximate average salary by contribution assumption: employee only about $88,288 at 4% or $58,859 at 6%; with 50% employer match about $58,859 at 4% or $39,239 at 6%; with 100% employer match about $44,144 at 4% or $29,429 at 6%.
VERTEX PT SPECIALISTS 401(K) PLAN-21$275,064$74,162$3,532iApproximate average salary by contribution assumption: employee only about $88,288 at 4% or $58,859 at 6%; with 50% employer match about $58,859 at 4% or $39,239 at 6%; with 100% employer match about $44,144 at 4% or $29,429 at 6%.
2021123$259,513$87,093$3,787iApproximate average salary by contribution assumption: employee only about $94,666 at 4% or $63,111 at 6%; with 50% employer match about $63,111 at 4% or $42,074 at 6%; with 100% employer match about $47,333 at 4% or $31,555 at 6%.
VERTEX PT SPECIALISTS 401(K) PLAN-23$259,513$87,093$3,787iApproximate average salary by contribution assumption: employee only about $94,666 at 4% or $63,111 at 6%; with 50% employer match about $63,111 at 4% or $42,074 at 6%; with 100% employer match about $47,333 at 4% or $31,555 at 6%.
2020121$315,308$90,756$4,322iApproximate average salary by contribution assumption: employee only about $108,043 at 4% or $72,029 at 6%; with 50% employer match about $72,029 at 4% or $48,019 at 6%; with 100% employer match about $54,021 at 4% or $36,014 at 6%.
VERTEX PT SPECIALISTS 401(K) PLAN-21$315,308$90,756$4,322iApproximate average salary by contribution assumption: employee only about $108,043 at 4% or $72,029 at 6%; with 50% employer match about $72,029 at 4% or $48,019 at 6%; with 100% employer match about $54,021 at 4% or $36,014 at 6%.
2019119$182,788$70,734$3,723iApproximate average salary by contribution assumption: employee only about $93,071 at 4% or $62,047 at 6%; with 50% employer match about $62,047 at 4% or $41,365 at 6%; with 100% employer match about $46,536 at 4% or $31,024 at 6%.
VERTEX PT SPECIALISTS 401(K) PLAN-19$182,788$70,734$3,723iApproximate average salary by contribution assumption: employee only about $93,071 at 4% or $62,047 at 6%; with 50% employer match about $62,047 at 4% or $41,365 at 6%; with 100% employer match about $46,536 at 4% or $31,024 at 6%.
2018114$85,022$46,875$3,348iApproximate average salary by contribution assumption: employee only about $83,705 at 4% or $55,804 at 6%; with 50% employer match about $55,804 at 4% or $37,202 at 6%; with 100% employer match about $41,853 at 4% or $27,902 at 6%.
VERTEX PT SPECIALISTS 401(K) PLAN-14$85,022$46,875$3,348iApproximate average salary by contribution assumption: employee only about $83,705 at 4% or $55,804 at 6%; with 50% employer match about $55,804 at 4% or $37,202 at 6%; with 100% employer match about $41,853 at 4% or $27,902 at 6%.
201716$45,848$37,976$6,329iApproximate average salary by contribution assumption: employee only about $158,233 at 4% or $105,489 at 6%; with 50% employer match about $105,489 at 4% or $70,326 at 6%; with 100% employer match about $79,117 at 4% or $52,744 at 6%.
VERTEX PT SPECIALISTS 401(K) PLAN-6$45,848$37,976$6,329iApproximate average salary by contribution assumption: employee only about $158,233 at 4% or $105,489 at 6%; with 50% employer match about $105,489 at 4% or $70,326 at 6%; with 100% employer match about $79,117 at 4% or $52,744 at 6%.
201613$4,933$4,830$1,610iApproximate average salary by contribution assumption: employee only about $40,250 at 4% or $26,833 at 6%; with 50% employer match about $26,833 at 4% or $17,889 at 6%; with 100% employer match about $20,125 at 4% or $13,417 at 6%.
VERTEX PT SPECIALISTS 401(K) PLAN-3$4,933$4,830$1,610iApproximate average salary by contribution assumption: employee only about $40,250 at 4% or $26,833 at 6%; with 50% employer match about $26,833 at 4% or $17,889 at 6%; with 100% employer match about $20,125 at 4% or $13,417 at 6%.