2023 Form 5500 filing — Verde Holdings, Inc. 401(K) 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 20250714152252NAL0001227697001) for Verde Holdings, Inc. 401(K) Plan, reported by Verde Holdings, Inc. under EIN 76-0697864 and plan number 003. It reports 680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250714152252NAL0001227697001
Filing year
2023
Form type
2
Plan sponsor
Verde Holdings, Inc.
EIN
76-0697864
Plan number
003
Location
Stafford, TX
Participants
680
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$56,786,313
Total liabilities (EOY)
$21,875
Net assets (EOY)
$56,764,438
Employer contributions
$1,020,766
Participant contributions
$4,288,306
Total income / additions
$19,672,794
Benefits paid
$7,777,093
Administrative expenses
$51,864
Total expenses
$7,834,009
Net increase / (decrease)
$11,838,785
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$56,863$0

Related Form 5500 pages