Civic Intelligence

Everge Interests Inc.

Plan context: Everge Interests Inc. Employee Stock Ownership Plan

EIN 47-0847076 • Plano, TX • 21 filings • 2 plans

4965 Preston Park Blvd., Suite 700Plano, TX 75093
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$1,583,948

2024 Contributions

$59,355

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,514,900$1,257,450$0200420152024YearValue
$1,583,948Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

103520200420152024YearValue
31Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024131$1,583,948$0-
Everge Interests Inc. Employee Stock Ownership Plan-31$1,583,948--
2023131$970,030$0-
Everge Interests Inc. Employee Stock Ownership Plan-31$970,030--
2022138$905,746$0-
Everge Interests Inc. Employee Stock Ownership Plan-38$905,746--
2021143$821,652$0-
Everge Interests Inc. Employee Stock Ownership Plan-43$821,652--
2020144$849,992$0-
Everge Interests Inc. Employee Stock Ownership Plan-44$849,992--
2019147$950,377$0-
Everge Interests Inc. Employee Stock Ownership Plan-47$950,377--
2018145$874,653$0-
Everge Interests Inc. Employee Stock Ownership Plan-45$874,653--
2017170$1,380,893$59,355$848iApproximate average salary by contribution assumption: employee only about $21,198 at 4% or $14,132 at 6%; with 50% employer match about $14,132 at 4% or $9,421 at 6%; with 100% employer match about $10,599 at 4% or $7,066 at 6%.
Everge Interests Inc. Employee Stock Ownership Plan-70$1,380,893$59,355$848iApproximate average salary by contribution assumption: employee only about $21,198 at 4% or $14,132 at 6%; with 50% employer match about $14,132 at 4% or $9,421 at 6%; with 100% employer match about $10,599 at 4% or $7,066 at 6%.
2016169$1,980,229$0-
Everge Interests Inc. Employee Stock Ownership Plan-69$1,980,229--
2015184$2,056,769$0-
Everge Interests Inc. Employee Stock Ownership Plan-84$2,056,769--
2014188$2,210,797$0-
Everge Interests Inc. Employee Stock Ownership Plan-88$2,210,797--
20131103$2,514,900$300,000$2,913iApproximate average salary by contribution assumption: employee only about $72,816 at 4% or $48,544 at 6%; with 50% employer match about $48,544 at 4% or $32,362 at 6%; with 100% employer match about $36,408 at 4% or $24,272 at 6%.
Everge Interests Inc. Employee Stock Ownership Plan-103$2,514,900$300,000$2,913iApproximate average salary by contribution assumption: employee only about $72,816 at 4% or $48,544 at 6%; with 50% employer match about $48,544 at 4% or $32,362 at 6%; with 100% employer match about $36,408 at 4% or $24,272 at 6%.
2012178$1,950,779$305,288$3,914iApproximate average salary by contribution assumption: employee only about $97,849 at 4% or $65,232 at 6%; with 50% employer match about $65,232 at 4% or $43,488 at 6%; with 100% employer match about $48,924 at 4% or $32,616 at 6%.
Everge Interests Inc. Employee Stock Ownership Plan-78$1,950,779$305,288$3,914iApproximate average salary by contribution assumption: employee only about $97,849 at 4% or $65,232 at 6%; with 50% employer match about $65,232 at 4% or $43,488 at 6%; with 100% employer match about $48,924 at 4% or $32,616 at 6%.
2011170$1,804,125$450,000$6,429iApproximate average salary by contribution assumption: employee only about $160,714 at 4% or $107,143 at 6%; with 50% employer match about $107,143 at 4% or $71,429 at 6%; with 100% employer match about $80,357 at 4% or $53,571 at 6%.
Everge Interests Inc. Employee Stock Ownership Plan-70$1,804,125$450,000$6,429iApproximate average salary by contribution assumption: employee only about $160,714 at 4% or $107,143 at 6%; with 50% employer match about $107,143 at 4% or $71,429 at 6%; with 100% employer match about $80,357 at 4% or $53,571 at 6%.
2010180$1,093,903$0-
Everge Interests Inc. Employee Stock Ownership Plan-80$1,093,903--
2009183$1,064,798$0-
Everge Interests Inc. Employee Stock Ownership Plan-83$1,064,798--
200810$0$0-
Everge Interests Inc. Employee Stock Ownership Plan-0---
2007150$0$0-
Everge Interests Inc. Employee Stock Ownership Plan-50---
2006150$1,203,027$239,850$4,797iApproximate average salary by contribution assumption: employee only about $119,925 at 4% or $79,950 at 6%; with 50% employer match about $79,950 at 4% or $53,300 at 6%; with 100% employer match about $59,963 at 4% or $39,975 at 6%.
Everge Interests Inc. Employee Stock Ownership Plan-50$1,203,027$239,850$4,797iApproximate average salary by contribution assumption: employee only about $119,925 at 4% or $79,950 at 6%; with 50% employer match about $79,950 at 4% or $53,300 at 6%; with 100% employer match about $59,963 at 4% or $39,975 at 6%.
2005135$860,475$163,500$4,671iApproximate average salary by contribution assumption: employee only about $116,786 at 4% or $77,857 at 6%; with 50% employer match about $77,857 at 4% or $51,905 at 6%; with 100% employer match about $58,393 at 4% or $38,929 at 6%.
Everge Interests Inc. Employee Stock Ownership Plan-35$860,475$163,500$4,671iApproximate average salary by contribution assumption: employee only about $116,786 at 4% or $77,857 at 6%; with 50% employer match about $77,857 at 4% or $51,905 at 6%; with 100% employer match about $58,393 at 4% or $38,929 at 6%.
2004141$626,575$137,200$3,346iApproximate average salary by contribution assumption: employee only about $83,659 at 4% or $55,772 at 6%; with 50% employer match about $55,772 at 4% or $37,182 at 6%; with 100% employer match about $41,829 at 4% or $27,886 at 6%.
Everge Interests Inc. Employee Stock Ownership Plan-41$626,575$137,200$3,346iApproximate average salary by contribution assumption: employee only about $83,659 at 4% or $55,772 at 6%; with 50% employer match about $55,772 at 4% or $37,182 at 6%; with 100% employer match about $41,829 at 4% or $27,886 at 6%.
Everge Interests Inc. | EIN 47-0847076 | 2024 Form 5500 Company Profile