2023 Form 5500 filing — Synergy Global Solutions, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911074513NAL0004092659001) for Synergy Global Solutions, Inc. Employee Stock Ownership Plan, reported by Synergy It Solutions Of Nys, Inc. under EIN 16-0985336 and plan number 005. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10MReported net assets$9,993,771
Participants275
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240911074513NAL0004092659001
- Plan sponsor
- Synergy It Solutions Of Nys, Inc.
- EIN
- 16-0985336
- Plan number
- 005
- Location
- Cheektowaga, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,993,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,993,771
- Employer contributions
- $751,248
- Total income / additions
- $1,362,421
- Benefits paid
- $751,248
- Administrative expenses
- $1,507
- Total expenses
- $752,755
- Net increase / (decrease)
- $609,666