Vertex Financial Group, Inc.

Registered In: Florida
Incorporation Date: 06/15/2022
Registration Type: Foreign
Foreign Jurisdiction: Colorado
Company Type: Foreign Profit
Status: Active
EIN: 84-1535834
Email: ******@vertexmail.com
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National Registered Agents, Inc. Registered Agent	1200 S PINE ISLAND RD, PLANTATION, FL 33324
Waitt Michael T Director/President	262 KOLIA PL, GREENBANK, WA 98253
Devin Sean M Director/Vice President	47 WILLOWLEAF DR, LITTLETON, CO 80127
Brasher Douglas J Director/Vice President	14 WOOD SORREL, LITTLETON, CO 80127

640 PLAZA DR # 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.

Address Match:640 Plaza Dr # 120 Highlands Ranch, CO

Vertex Financial Group, Inc. Registered in Arizona	Highlands Ranch, CO Mesa, AZ (1 more)	View Report
Vertex Financial Group, Inc. Registered in California	Highlands Ranch, CO New York, NY (2 more)	View Report
Vertex Financial Group, Inc. Registered in Georgia	Highlands Ranch, CO Lawrenceville, GA	View Report

Related Business Names:

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
Vertex Financial Group, Inc. Registered in Virginia	Highlands Ranch, CO	View Report
Vertex Financial Group, Inc. Registered in Oregon	Highlands Ranch, CO Littleton, CO	View Report
Vertex Financial Group, Inc. Registered in Wyoming	Cheyenne, WY Highlands Ranch, CO	View Report
Vertex Financial Group, Inc. Registered in Washington	Hghlnds Ranch, CO Olympia, WA	View Report
Vertex Financial Group, Inc. Registered in Utah	Highlands Ranch, CO Midvale, UT	View Report
Vertex Financial Group, Inc. Registered in Idaho	Highlands Ranch, CO	View Report
Vertex Financial Group, Inc. Registered in Colorado	Highlands Ranch, CO	View Report
Vertex Financial Group Inc. Registered in Virginia	Virginia	View Report
Vertex Financial Group, Inc. Registered in Massachusetts	Highlands Ranch, CO Tucson, AZ	View Report
Vertex Financial Group, Inc. Registered in Minnesota	Paul, MN	View Report
Vertex Financial Group, Inc. Registered in Tennessee	Highlands Ranch, CO Nashville, TN	View Report
Vertex Financial Group, Inc. Registered in Nevada	Littleton, CO	View Report
The Vertex Financial Group, Inc. Registered in California	Pleasanton, CA San Ramon, CA	View Report
Vertex Financial Group, Inc. Registered in Georgia	Highlands Ranch, CO	View Report

Address Match:640 Plaza Dr Highlands Ranch, CO

National Health Club Association, Inc. Registered in West Virginia	Highlands Ranch, CO	View Report
Ada-Es, Inc. Registered in Wyoming	Cheyenne, WY Highlands Ranch, CO	View Report
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Groothuis Properties, LLC Registered in Colorado	Highlands Ranch, CO	View Report
H R Realty, LLC Registered in Colorado	Highlands Ranch, CO Castle Rock, CO	View Report
Homefree Village Resorts, Inc. Registered in Colorado	Littleton, CO Highlands Ranch, CO	View Report
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Mortgage365 Lending, LLC Registered in Florida	Highlands Ranch, CO	View Report
National Health Club Association, Inc. Registered in Oregon	Highlands Ranch, CO Salem, OR	View Report
Lytle Water Solutions, LLC Registered in California	Redlands, CA (1 more)	View Report
Cpa/Law Forum of Denver Registered in Colorado	Highlands Ranch, CO	View Report
National Health Club Association, Inc. Registered in Colorado	Highlands Ranch, CO	View Report
South Cherry Street, LLC Registered in Colorado	Denver, CO Highlands Ranch, CO	View Report
Vertex Settlement Services, LLC Registered in Colorado	Highlands Ranch, CO	View Report
Occam Capital Advisors, LLC Registered in Colorado	Highlands Ranch, CO	View Report
Occam Capital Parners, Lp Registered in Colorado	Highlands Ranch, CO	View Report
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Person/City Match:Devin Sean M - Littleton, CO

Kcwp, LLC Registered in Colorado	Littleton, CO		View Report

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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor

Vertex Financial Group, Inc.

Company Summary

Financial Information for Vertex Financial Group, Inc.

VERTEX FINANCIAL GROUP, INC.