Symphona Llp — 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, Symphona Llp (EIN 58-2663273) is a plan sponsor located in Savannah, GA 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
58-2663273
Location
Savannah, GA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,867,386
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$20,867,386

Contributions & income

Employer contributions
$870,549
Participant contributions
$906,101
Total income / additions
$4,771,939

Expenses & distributions

Benefits paid / distributions
$1,023,419
Total expenses
$1,117,116
Net increase / (decrease)
$3,654,823

Coverage

Total reported participants
305
Plans with financial statements
1
Plans with provider compensation
2

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

Symphona Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Symphona Llp Retirement Plan001186$20,867,3862023
Symphona, Llp Welfare Benefit Plan501119not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Symphona Llp
YearPlanParticipantsSchedulesFiling
2023Symphona Llp Retirement Plan186H, C20241002105322NAL0004738499001
2023Symphona, Llp Welfare Benefit Plan119C20250519172722NAL0001306883001

Related Form 5500 pages