2023 Form 5500 filing — Everge Interests, Inc. Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250606171438NAL0012541201001) for Everge Interests, Inc. Employee Stock Ownership Plan, reported by Everge Interests, Inc. under EIN 47-0847076 and plan number 002. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$970KReported net assets$970,030
Participants108
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250606171438NAL0012541201001
Plan sponsor
Everge Interests, Inc.
EIN
47-0847076
Plan number
002
Location
Lewisville, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$970K total assets
Net assets$970KLiabilities$0
Money in vs. money out
Total income / additions$64.3K
Total expenses$0
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$970,030
Total liabilities (EOY)
$0
Net assets (EOY)
$970,030
Total income / additions
$64,284
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$64,284

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250606171438NAL0012541201001 cover?
It is the 2023 Form 5500 filing for Everge Interests, Inc. Employee Stock Ownership Plan, reported by Everge Interests, Inc. (EIN 47-0847076).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages