Plan5500

Everge Interests, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Everge Interests, Inc. (EIN 47-0847076) is a plan sponsor located in Lewisville, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-0847076
Location
Lewisville, TX
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Everge Interests, Inc.

  • 1 loaded plans hold $970K in reported assets.
  • The largest, Everge Interests, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 108 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$970KSummed across loaded plans$970,030
Total reported assets$970K$970,030
Total reported participants108
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$970K total assets
Net assets$970KLiabilities$0
Contributions & income
Total income / additions$64.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$64.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Everge Interests, Inc. Employee Stock Ownership Plan
Participants per plan108Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Everge Interests, Inc. Employee Stock Ownership Plan$970K
    Plan #002 · 108 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Everge Interests, Inc.. Open one for its full reported snapshot.

  1. 2023
    Everge Interests, Inc. Employee Stock Ownership Plan108 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Everge Interests, Inc. report on Form 5500?
Everge Interests, Inc. (EIN 47-0847076) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Everge Interests, Inc.?
The Employer Identification Number (EIN) reported for Everge Interests, Inc. is 47-0847076.
What is the latest Form 5500 filing year for Everge Interests, Inc.?
The latest loaded Form 5500 filing year for Everge Interests, Inc. is 2023.

Related Form 5500 pages