OpenERISA

Vertex Financial Group, INC.

Highlands Ranch, CO, 80129

EIN 84-1535834
Plans
1
Total participants
141
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
522292
Plan sponsors in ColoradoFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Vertex Financial Group, INC. 401(K) Profit Sharing Plan And Trust24
2023Form 5500001Vertex Financial Group, INC. 401(K) Profit Sharing Plan And Trust22
2022Form 5500001Vertex Financial Group, INC. 401(K) Profit Sharing Plan And Trust22
2021Form 5500001Vertex Financial Group, INC. 401(K) Profit Sharing Plan And Trust35
2020Form 5500001Vertex Financial Group, INC. 401(K) Profit Sharing Plan And Trust38

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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