Vertex Financial Group, Inc.

Registered In: Colorado
Incorporation Date: 03/08/2000
Registration Type: Domestic
Company Type: Corporation
Status: Good Standing
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Michael T. Waitt Registered Agent

640 PLAZA DR STE 120, HIGHLANDS RANCH, CO 80129 (View Past Addresses)

640 PLAZA DR STE 120, HIGHLANDS RANCH, CO 80129 View Map

Financial Information for Vertex Financial Group, Inc.

Form 5500

640 Plaza Drive Suite 120, Highlands Ranch, Co 80129 (720) 746-2213 EIN:84-1535834 Plan Admin:Kayce Eggleston

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameVERTEX FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY44 / 36 Assets BOY/EOY$0 / $0	2022	VERTEX FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	44 / 36	$0 / $0
2021	Plan NameVERTEX FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY45 / 44 Assets BOY/EOY$0 / $0	2021	VERTEX FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	45 / 44	$0 / $0
2020	Plan NameVERTEX FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY35 / 42 Assets BOY/EOY$0 / $0	2020	VERTEX FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	35 / 42	$0 / $0
2019	Plan NameVERTEX FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY30 / 33 Assets BOY/EOY$0 / $0	2019	VERTEX FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	30 / 33	$0 / $0

Benefit & Retirement Plans based on Form 5500.

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Vertex Financial Group, Inc. Registered in Michigan	Plymouth, MI	View Report
Vertex Financial Group, Inc. Registered in Connecticut	Highlands Ranch, CO Parker, CO	View Report
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Address Match:640 Plaza Dr Ste 120 Highlands Ranch, CO

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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor

Vertex Financial Group, Inc.

Company Summary

Financial Information for Vertex Financial Group, Inc.

VERTEX FINANCIAL GROUP, INC.