401k Plan data: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN plan

VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	VERTEX EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

VERTEX EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

THE VERTEX COMPANIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE VERTEX COMPANIES, LLC

Employer identification number (EIN): 203724403

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERTEX EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2022-01-01 JIM O'BRIEN
002 2021-01-01
002 2021-01-01 JIM O'BRIEN
002 2020-01-01
002 2019-01-01
002 2017-01-01 JIM O'BRIEN
002 2016-01-01 JIM O'BRIEN
002 2015-01-01 JIM O'BRIEN
002 2014-01-01 JIM O'BRIEN
002 2013-01-01 JIM O'BRIEN

Plan Statistics for VERTEX EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for VERTEX EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 517
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 495
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 372
Number of retired or separated participants receiving benefits 2021-01-01 117
Number of other retired or separated participants entitled to future benefits 2021-01-01 26
Total of all active and inactive participants 2021-01-01 515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 517
Number of participants with account balances 2021-01-01 511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 355
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 88
Total of all active and inactive participants 2020-01-01 451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 452
Number of participants with account balances 2020-01-01 447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 32
2019: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 380
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 305
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 68
Total of all active and inactive participants 2019-01-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 377
Number of participants with account balances 2019-01-01 376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 29
2017: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 265
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 49
Total of all active and inactive participants 2017-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 314
Number of participants with account balances 2017-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 34
2016: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 225
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 39
Total of all active and inactive participants 2016-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 264
Number of participants with account balances 2016-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 18
2015: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 183
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 30
Total of all active and inactive participants 2015-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 213
Number of participants with account balances 2015-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 24
2014: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 206
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 212
Number of participants with account balances 2014-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 34
2013: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 230
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 230
Number of participants with account balances 2013-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 13

Measure	Date	Value
2022: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	517
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	495
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	372
Number of retired or separated participants receiving benefits	2021-01-01	117
Number of other retired or separated participants entitled to future benefits	2021-01-01	26
Total of all active and inactive participants	2021-01-01	515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	517
Number of participants with account balances	2021-01-01	511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	355
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	88
Total of all active and inactive participants	2020-01-01	451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	452
Number of participants with account balances	2020-01-01	447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	32
2019: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	380
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	305
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	68
Total of all active and inactive participants	2019-01-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	377
Number of participants with account balances	2019-01-01	376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	29
2017: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	265
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	49
Total of all active and inactive participants	2017-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	314
Number of participants with account balances	2017-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	34
2016: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	225
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	39
Total of all active and inactive participants	2016-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	264
Number of participants with account balances	2016-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	18
2015: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	183
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	30
Total of all active and inactive participants	2015-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	213
Number of participants with account balances	2015-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	24
2014: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	206
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	212
Number of participants with account balances	2014-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	34
2013: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	230
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	230
Number of participants with account balances	2013-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	13

Financial Data on VERTEX EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$48,971
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$20,409,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$20,409,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$0
Value of total assets at beginning of year	2022-12-31	$20,360,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$48,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$48,971
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$523,876
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-20,360,243
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,360,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$19,836,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$19,836,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$20,409,214
Did the plan have assets held for investment	2022-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	Yes
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2022-12-31	042088368
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$0
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$48,971
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$20,409,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$20,409,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$0
Value of total assets at end of year	2022-01-01	$0
Value of total assets at beginning of year	2022-01-01	$20,360,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$0
Total interest from all sources	2022-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$48,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-01-01	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$48,971
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$523,876
Total non interest bearing cash at end of year	2022-01-01	$0
Total non interest bearing cash at beginning of year	2022-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-20,360,243
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$20,360,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	Yes
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Assets. Invements in employer securities at end of year	2022-01-01	$0
Assets. Invements in employer securities at beginning of year	2022-01-01	$0
Contributions received in cash from employer	2022-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$20,409,214
Did the plan have assets held for investment	2022-01-01	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	Yes
Aggregate carrying amount (costs) on sale of assets	2022-01-01	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-01-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-01-01	$0
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2022-01-01	042088368
2021 : VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$32,477,607
Total unrealized appreciation/depreciation of assets	2021-12-31	$32,477,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$19,319,900
Total income from all sources (including contributions)	2021-12-31	$35,641,165
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$54,681,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$54,681,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$20,360,243
Value of total assets at beginning of year	2021-12-31	$58,720,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$3,162,563
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$995
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$523,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-19,039,857
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,360,243
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$39,400,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Interest earned on other investments	2021-12-31	$3,161,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$19,836,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$58,720,000
Contributions received in cash from employer	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$54,681,022
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$19,319,900
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2021-12-31	042088368
2020 : VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$18,040,000
Total unrealized appreciation/depreciation of assets	2020-12-31	$18,040,000
Total transfer of assets from this plan	2020-12-31	$6,577,105
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$19,319,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$20,095,725
Expenses. Interest paid	2020-12-31	$667,178
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$667,178
Total income from all sources (including contributions)	2020-12-31	$26,158,859
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$765,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$98,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,541,754
Value of total assets at end of year	2020-12-31	$58,720,000
Value of total assets at beginning of year	2020-12-31	$40,680,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$25,392,930
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$39,400,100
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,584,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$6,577,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$58,720,000
Assets. Invements in employer securities at beginning of year	2020-12-31	$40,680,000
Contributions received in cash from employer	2020-12-31	$1,541,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$98,751
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$19,319,900
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$20,095,725
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2020-12-31	042088368
2019 : VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$10,880,000
Total unrealized appreciation/depreciation of assets	2019-12-31	$10,880,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$20,095,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$20,846,620
Expenses. Interest paid	2019-12-31	$692,108
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$692,108
Total income from all sources (including contributions)	2019-12-31	$12,397,666
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$766,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$74,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,517,666
Value of total assets at end of year	2019-12-31	$40,680,000
Value of total assets at beginning of year	2019-12-31	$29,800,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$11,630,895
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,584,275
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,953,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$40,680,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$29,800,000
Contributions received in cash from employer	2019-12-31	$1,517,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$74,663
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$20,095,725
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$20,846,620
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2019-12-31	042088368
2018 : VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$7,760,000
Total unrealized appreciation/depreciation of assets	2018-12-31	$7,760,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$20,846,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$21,573,386
Expenses. Interest paid	2018-12-31	$716,236
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$716,236
Total income from all sources (including contributions)	2018-12-31	$9,251,809
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$765,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$48,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,491,809
Value of total assets at end of year	2018-12-31	$29,800,000
Value of total assets at beginning of year	2018-12-31	$22,040,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$8,486,766
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,953,380
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$466,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$29,800,000
Assets. Invements in employer securities at beginning of year	2018-12-31	$22,040,000
Contributions received in cash from employer	2018-12-31	$1,491,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$48,807
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$20,846,620
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$21,573,386
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2018-12-31	042088368
2017 : VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-1,160,000
Total unrealized appreciation/depreciation of assets	2017-12-31	$-1,160,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$21,573,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$22,276,800
Expenses. Interest paid	2017-12-31	$739,589
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$739,589
Total income from all sources (including contributions)	2017-12-31	$337,666
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$794,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$54,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,497,666
Value of total assets at end of year	2017-12-31	$22,040,000
Value of total assets at beginning of year	2017-12-31	$23,200,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-456,586
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$466,614
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$923,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$22,040,000
Assets. Invements in employer securities at beginning of year	2017-12-31	$23,200,000
Contributions received in cash from employer	2017-12-31	$1,497,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$54,663
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$21,573,386
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$22,276,800
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2017-12-31	042088368
2016 : VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$5,040,000
Total unrealized appreciation/depreciation of assets	2016-12-31	$5,040,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$22,276,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$22,957,610
Expenses. Interest paid	2016-12-31	$762,193
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$762,193
Total income from all sources (including contributions)	2016-12-31	$6,485,212
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$764,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,445,212
Value of total assets at end of year	2016-12-31	$23,200,000
Value of total assets at beginning of year	2016-12-31	$18,160,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$5,720,810
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$923,200
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$-4,797,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$23,200,000
Assets. Invements in employer securities at beginning of year	2016-12-31	$18,160,000
Contributions received in cash from employer	2016-12-31	$1,445,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,209
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$22,276,800
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$22,957,610
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2016-12-31	042088368
2015 : VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$3,680,000
Total unrealized appreciation/depreciation of assets	2015-12-31	$3,680,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$22,957,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$23,616,543
Expenses. Interest paid	2015-12-31	$784,069
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$784,069
Total income from all sources (including contributions)	2015-12-31	$5,123,002
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$784,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,443,002
Value of total assets at end of year	2015-12-31	$18,160,000
Value of total assets at beginning of year	2015-12-31	$14,480,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$4,338,933
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$-4,797,610
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$-9,136,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$18,160,000
Assets. Invements in employer securities at beginning of year	2015-12-31	$14,480,000
Contributions received in cash from employer	2015-12-31	$1,443,002
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$22,957,610
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$23,616,543
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2015-12-31	042088368
2014 : VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$4,280,000
Total unrealized appreciation/depreciation of assets	2014-12-31	$4,280,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$23,616,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$24,254,303
Expenses. Interest paid	2014-12-31	$805,243
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$805,243
Total income from all sources (including contributions)	2014-12-31	$5,723,003
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$805,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,443,003
Value of total assets at end of year	2014-12-31	$14,480,000
Value of total assets at beginning of year	2014-12-31	$10,200,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,917,760
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$-9,136,543
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$-14,054,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$14,480,000
Assets. Invements in employer securities at beginning of year	2014-12-31	$10,200,000
Contributions received in cash from employer	2014-12-31	$1,443,003
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$23,616,543
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$24,254,303
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2014-12-31	042088368
2013 : VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$24,254,303
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-14,016,858
Expenses. Total of all expenses incurred	2013-12-31	$37,445
Total plan assets at end of year	2013-12-31	$10,200,000
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$37,445
Other income received	2013-12-31	$-19,800,000
Net income (gross income less expenses)	2013-12-31	$-14,054,303
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$-14,054,303
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$10,200,000
Total contributions received or receivable from employer(s)	2013-12-31	$5,783,142
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for VERTEX EMPLOYEE STOCK OWNERSHIP PLAN

2022: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VERTEX EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE VERTEX COMPANIES, LLC
Employer identification number (EIN):	203724403
NAIC Classification:	541600

Plan id#	Filing Submission Date	Name of Administrator
002	2022-01-01
002	2022-01-01	JIM O'BRIEN
002	2021-01-01
002	2021-01-01	JIM O'BRIEN
002	2020-01-01
002	2019-01-01
002	2017-01-01	JIM O'BRIEN
002	2016-01-01	JIM O'BRIEN
002	2015-01-01	JIM O'BRIEN
002	2014-01-01	JIM O'BRIEN
002	2013-01-01	JIM O'BRIEN