Verde Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Verde Holdings, Inc.)
Plain-English plan 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, Verde Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Verde Holdings, Inc. under EIN 76-0697864 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $344,112,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Verde Holdings, Inc.
- EIN
- 76-0697864
- Plan number
- 001
- Plan type
- 2
- Location
- Stafford, TX
- Latest filing year
- 2023
- Participants
- 524
- End-of-year plan assets
- $344,112,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 524 | H | 20250714105957NAL0000814339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $344,112,660
- Total liabilities (EOY)
- $20,796,047
- Net assets (EOY)
- $323,316,613
- Net assets (BOY)
- $339,716,878
Income & contributions
- Employer contributions
- $4,985,966
- Total contributions
- $4,985,966
- Total income / additions
- $67,001,462
Expenses & distributions
- Benefits paid
- $82,587,823
- Administrative expenses
- $0
- Total expenses
- $83,401,727
- Net increase / (decrease)
- -$16,400,265
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.