How many benefit plans does Synergy Enterprises, Inc. report on Form 5500?

Synergy Enterprises, Inc. (EIN 04-3755253) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Synergy Enterprises, Inc.?

The Employer Identification Number (EIN) reported for Synergy Enterprises, Inc. is 04-3755253.

What is the latest Form 5500 filing year for Synergy Enterprises, Inc.?

The latest loaded Form 5500 filing year for Synergy Enterprises, Inc. is 2023.

Synergy Enterprises, Inc. — 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, Synergy Enterprises, Inc. (EIN 04-3755253) is a plan sponsor located in North Bethesda, MD with 2 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: 04-3755253
Location: North Bethesda, MD
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $14,737,106
Total reported liabilities (EOY): $34,916
Total reported net assets (EOY): $14,702,190

Contributions & income

Employer contributions: $226,329
Participant contributions: $759,876
Total income / additions: $3,437,895

Expenses & distributions

Benefits paid / distributions: $862,024
Total expenses: $922,417
Net increase / (decrease): $2,515,478

Coverage

Total reported participants: 464
Plans with financial statements: 2
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

Synergy Enterprises, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Sei 401(K) Plan	001	131	$9,270,997	2023
Synergy Enterprises, Inc. Employee Stock Ownership Plan	003	203	$5,466,109	2023
Synergy Enterprises, Inc., Welfare Benefit Plan	501	130	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Synergy Enterprises, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Sei 401(K) Plan	131	H, C	20241014181434NAL0028063889001
2023	Synergy Enterprises, Inc. Employee Stock Ownership Plan	203	H	20241014181600NAL0013729123001
2023	Synergy Enterprises, Inc., Welfare Benefit Plan	130	—	20250611165930NAL0012384851001