Syntax Systems Usa — 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, Syntax Systems Usa (EIN 03-0524476) is a plan sponsor located in Morrisville, NC 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
03-0524476
Location
Morrisville, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$52,653,503
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$52,653,503

Contributions & income

Employer contributions
$2,422,757
Participant contributions
$4,331,151
Total income / additions
$14,960,097

Expenses & distributions

Benefits paid / distributions
$5,209,849
Total expenses
$5,426,299
Net increase / (decrease)
$9,533,798

Coverage

Total reported participants
784
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Syntax Systems Usa plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Syntax 401(K) Savings Plan001450$52,653,5032023
Syntax Health & Welfare Benefit Plan509334not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Syntax Systems Usa
YearPlanParticipantsSchedulesFiling
2023Syntax Health & Welfare Benefit Plan33420240716124808NAL0003088433001
2023Syntax 401(K) Savings Plan450H, C20250430122921NAL0001862129001

Related Form 5500 pages