Civic Intelligence

Vertex Financial Group Inc

Plan context: Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust

EIN 84-1535834 • Highlands Ranch, CO • 25 filings • 5 plans

640 Plaza DriveSuite 120Highlands Ranch, CO 80129
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$10,731,724

2024 Contributions

$147,574

Historical Graphs

Total Assets Over Time

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

$10,731,724$5,365,862$0200020132024YearValue
$10,731,724Latest year 2024

Participants Over Time

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

38190200020132024YearValue
24Latest year 2024

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
2024124$10,731,724$147,574$6,149iApproximate average salary by contribution assumption: employee only about $153,723 at 4% or $102,482 at 6%; with 50% employer match about $102,482 at 4% or $68,321 at 6%; with 100% employer match about $76,861 at 4% or $51,241 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-24$10,731,724$147,574$6,149iApproximate average salary by contribution assumption: employee only about $153,723 at 4% or $102,482 at 6%; with 50% employer match about $102,482 at 4% or $68,321 at 6%; with 100% employer match about $76,861 at 4% or $51,241 at 6%.
2023122$9,446,683$114,198$5,191iApproximate average salary by contribution assumption: employee only about $129,770 at 4% or $86,514 at 6%; with 50% employer match about $86,514 at 4% or $57,676 at 6%; with 100% employer match about $64,885 at 4% or $43,257 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-22$9,446,683$114,198$5,191iApproximate average salary by contribution assumption: employee only about $129,770 at 4% or $86,514 at 6%; with 50% employer match about $86,514 at 4% or $57,676 at 6%; with 100% employer match about $64,885 at 4% or $43,257 at 6%.
2022122$8,128,007$333,003$15,137iApproximate average salary by contribution assumption: employee only about $378,413 at 4% or $252,275 at 6%; with 50% employer match about $252,275 at 4% or $168,183 at 6%; with 100% employer match about $189,206 at 4% or $126,138 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-22$8,128,007$333,003$15,137iApproximate average salary by contribution assumption: employee only about $378,413 at 4% or $252,275 at 6%; with 50% employer match about $252,275 at 4% or $168,183 at 6%; with 100% employer match about $189,206 at 4% or $126,138 at 6%.
2021135$9,466,910$726,003$20,743iApproximate average salary by contribution assumption: employee only about $518,574 at 4% or $345,716 at 6%; with 50% employer match about $345,716 at 4% or $230,477 at 6%; with 100% employer match about $259,287 at 4% or $172,858 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-35$9,466,910$726,003$20,743iApproximate average salary by contribution assumption: employee only about $518,574 at 4% or $345,716 at 6%; with 50% employer match about $345,716 at 4% or $230,477 at 6%; with 100% employer match about $259,287 at 4% or $172,858 at 6%.
2020138$7,755,138$642,889$16,918iApproximate average salary by contribution assumption: employee only about $422,953 at 4% or $281,969 at 6%; with 50% employer match about $281,969 at 4% or $187,979 at 6%; with 100% employer match about $211,477 at 4% or $140,984 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-38$7,755,138$642,889$16,918iApproximate average salary by contribution assumption: employee only about $422,953 at 4% or $281,969 at 6%; with 50% employer match about $281,969 at 4% or $187,979 at 6%; with 100% employer match about $211,477 at 4% or $140,984 at 6%.
2019129$6,837,608$468,985$16,172iApproximate average salary by contribution assumption: employee only about $404,297 at 4% or $269,532 at 6%; with 50% employer match about $269,532 at 4% or $179,688 at 6%; with 100% employer match about $202,149 at 4% or $134,766 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-29$6,837,608$468,985$16,172iApproximate average salary by contribution assumption: employee only about $404,297 at 4% or $269,532 at 6%; with 50% employer match about $269,532 at 4% or $179,688 at 6%; with 100% employer match about $202,149 at 4% or $134,766 at 6%.
2018124$5,223,607$329,809$13,742iApproximate average salary by contribution assumption: employee only about $343,551 at 4% or $229,034 at 6%; with 50% employer match about $229,034 at 4% or $152,689 at 6%; with 100% employer match about $171,776 at 4% or $114,517 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-24$5,223,607$329,809$13,742iApproximate average salary by contribution assumption: employee only about $343,551 at 4% or $229,034 at 6%; with 50% employer match about $229,034 at 4% or $152,689 at 6%; with 100% employer match about $171,776 at 4% or $114,517 at 6%.
2017127$5,423,383$412,505$15,278iApproximate average salary by contribution assumption: employee only about $381,949 at 4% or $254,633 at 6%; with 50% employer match about $254,633 at 4% or $169,755 at 6%; with 100% employer match about $190,975 at 4% or $127,316 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-27$5,423,383$412,505$15,278iApproximate average salary by contribution assumption: employee only about $381,949 at 4% or $254,633 at 6%; with 50% employer match about $254,633 at 4% or $169,755 at 6%; with 100% employer match about $190,975 at 4% or $127,316 at 6%.
2016129$4,239,759$479,141$16,522iApproximate average salary by contribution assumption: employee only about $413,053 at 4% or $275,368 at 6%; with 50% employer match about $275,368 at 4% or $183,579 at 6%; with 100% employer match about $206,526 at 4% or $137,684 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-29$4,239,759$479,141$16,522iApproximate average salary by contribution assumption: employee only about $413,053 at 4% or $275,368 at 6%; with 50% employer match about $275,368 at 4% or $183,579 at 6%; with 100% employer match about $206,526 at 4% or $137,684 at 6%.
2015128$3,479,129$352,858$12,602iApproximate average salary by contribution assumption: employee only about $315,052 at 4% or $210,035 at 6%; with 50% employer match about $210,035 at 4% or $140,023 at 6%; with 100% employer match about $157,526 at 4% or $105,017 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-28$3,479,129$352,858$12,602iApproximate average salary by contribution assumption: employee only about $315,052 at 4% or $210,035 at 6%; with 50% employer match about $210,035 at 4% or $140,023 at 6%; with 100% employer match about $157,526 at 4% or $105,017 at 6%.
2014125$3,161,061$227,560$9,102iApproximate average salary by contribution assumption: employee only about $227,560 at 4% or $151,707 at 6%; with 50% employer match about $151,707 at 4% or $101,138 at 6%; with 100% employer match about $113,780 at 4% or $75,853 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-25$3,161,061$227,560$9,102iApproximate average salary by contribution assumption: employee only about $227,560 at 4% or $151,707 at 6%; with 50% employer match about $151,707 at 4% or $101,138 at 6%; with 100% employer match about $113,780 at 4% or $75,853 at 6%.
2013127$2,837,955$359,187$13,303iApproximate average salary by contribution assumption: employee only about $332,581 at 4% or $221,720 at 6%; with 50% employer match about $221,720 at 4% or $147,814 at 6%; with 100% employer match about $166,290 at 4% or $110,860 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-27$2,837,955$359,187$13,303iApproximate average salary by contribution assumption: employee only about $332,581 at 4% or $221,720 at 6%; with 50% employer match about $221,720 at 4% or $147,814 at 6%; with 100% employer match about $166,290 at 4% or $110,860 at 6%.
2012130$2,073,453$301,429$10,048iApproximate average salary by contribution assumption: employee only about $251,191 at 4% or $167,461 at 6%; with 50% employer match about $167,461 at 4% or $111,640 at 6%; with 100% employer match about $125,595 at 4% or $83,730 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-30$2,073,453$301,429$10,048iApproximate average salary by contribution assumption: employee only about $251,191 at 4% or $167,461 at 6%; with 50% employer match about $167,461 at 4% or $111,640 at 6%; with 100% employer match about $125,595 at 4% or $83,730 at 6%.
2011124$1,569,436$86,263$3,594iApproximate average salary by contribution assumption: employee only about $89,857 at 4% or $59,905 at 6%; with 50% employer match about $59,905 at 4% or $39,937 at 6%; with 100% employer match about $44,929 at 4% or $29,952 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-24$1,569,436$86,263$3,594iApproximate average salary by contribution assumption: employee only about $89,857 at 4% or $59,905 at 6%; with 50% employer match about $59,905 at 4% or $39,937 at 6%; with 100% employer match about $44,929 at 4% or $29,952 at 6%.
2010123$1,683,574$83,749$3,641iApproximate average salary by contribution assumption: employee only about $91,032 at 4% or $60,688 at 6%; with 50% employer match about $60,688 at 4% or $40,458 at 6%; with 100% employer match about $45,516 at 4% or $30,344 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-23$1,683,574$83,749$3,641iApproximate average salary by contribution assumption: employee only about $91,032 at 4% or $60,688 at 6%; with 50% employer match about $60,688 at 4% or $40,458 at 6%; with 100% employer match about $45,516 at 4% or $30,344 at 6%.
2009121$1,436,536$73,246$3,488iApproximate average salary by contribution assumption: employee only about $87,198 at 4% or $58,132 at 6%; with 50% employer match about $58,132 at 4% or $38,754 at 6%; with 100% employer match about $43,599 at 4% or $29,066 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-21$1,436,536$73,246$3,488iApproximate average salary by contribution assumption: employee only about $87,198 at 4% or $58,132 at 6%; with 50% employer match about $58,132 at 4% or $38,754 at 6%; with 100% employer match about $43,599 at 4% or $29,066 at 6%.
2008117$1,167,383$49,751$2,927iApproximate average salary by contribution assumption: employee only about $73,163 at 4% or $48,775 at 6%; with 50% employer match about $48,775 at 4% or $32,517 at 6%; with 100% employer match about $36,582 at 4% or $24,388 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-17$1,167,383$49,751$2,927iApproximate average salary by contribution assumption: employee only about $73,163 at 4% or $48,775 at 6%; with 50% employer match about $48,775 at 4% or $32,517 at 6%; with 100% employer match about $36,582 at 4% or $24,388 at 6%.
2007120$0$0-
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-20---
2006118$1,604,362$91,857$5,103iApproximate average salary by contribution assumption: employee only about $127,579 at 4% or $85,053 at 6%; with 50% employer match about $85,053 at 4% or $56,702 at 6%; with 100% employer match about $63,790 at 4% or $42,526 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-18$1,604,362$91,857$5,103iApproximate average salary by contribution assumption: employee only about $127,579 at 4% or $85,053 at 6%; with 50% employer match about $85,053 at 4% or $56,702 at 6%; with 100% employer match about $63,790 at 4% or $42,526 at 6%.
2005115$1,352,927$195,556$13,037iApproximate average salary by contribution assumption: employee only about $325,927 at 4% or $217,284 at 6%; with 50% employer match about $217,284 at 4% or $144,856 at 6%; with 100% employer match about $162,963 at 4% or $108,642 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-15$1,352,927$195,556$13,037iApproximate average salary by contribution assumption: employee only about $325,927 at 4% or $217,284 at 6%; with 50% employer match about $217,284 at 4% or $144,856 at 6%; with 100% employer match about $162,963 at 4% or $108,642 at 6%.
2004114$1,104,936$293,409$20,958iApproximate average salary by contribution assumption: employee only about $523,945 at 4% or $349,296 at 6%; with 50% employer match about $349,296 at 4% or $232,864 at 6%; with 100% employer match about $261,972 at 4% or $174,648 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-14$1,104,936$293,409$20,958iApproximate average salary by contribution assumption: employee only about $523,945 at 4% or $349,296 at 6%; with 50% employer match about $349,296 at 4% or $232,864 at 6%; with 100% employer match about $261,972 at 4% or $174,648 at 6%.
2003114$724,499$321,916$22,994iApproximate average salary by contribution assumption: employee only about $574,850 at 4% or $383,233 at 6%; with 50% employer match about $383,233 at 4% or $255,489 at 6%; with 100% employer match about $287,425 at 4% or $191,617 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-14$724,499$321,916$22,994iApproximate average salary by contribution assumption: employee only about $574,850 at 4% or $383,233 at 6%; with 50% employer match about $383,233 at 4% or $255,489 at 6%; with 100% employer match about $287,425 at 4% or $191,617 at 6%.
2002211$126,185$80,987$7,362iApproximate average salary by contribution assumption: employee only about $184,061 at 4% or $122,708 at 6%; with 50% employer match about $122,708 at 4% or $81,805 at 6%; with 100% employer match about $92,031 at 4% or $61,354 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-11$126,185$80,987$7,362iApproximate average salary by contribution assumption: employee only about $184,061 at 4% or $122,708 at 6%; with 50% employer match about $122,708 at 4% or $81,805 at 6%; with 100% employer match about $92,031 at 4% or $61,354 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-11---
200018$13,065$13,661$1,708iApproximate average salary by contribution assumption: employee only about $42,691 at 4% or $28,460 at 6%; with 50% employer match about $28,460 at 4% or $18,974 at 6%; with 100% employer match about $21,345 at 4% or $14,230 at 6%.
Vertex Financial Group Inc. 401(K) Profit Sharing Plan and Trust-8$13,065$13,661$1,708iApproximate average salary by contribution assumption: employee only about $42,691 at 4% or $28,460 at 6%; with 50% employer match about $28,460 at 4% or $18,974 at 6%; with 100% employer match about $21,345 at 4% or $14,230 at 6%.