2023 Form 5500 filing — Synergy Equipment 401(K) 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 20240926100524NAL0000289107001) for Synergy Equipment 401(K) Plan, reported by Synergy Rents LLC under EIN 46-2661933 and plan number 001. It reports 507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.5MReported net assets$12,528,745
Participants507
Provider compensation$71.2K3 Schedule C row(s)$71,188
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926100524NAL0000289107001
- Plan sponsor
- Synergy Rents LLC
- EIN
- 46-2661933
- Plan number
- 001
- Location
- Tampa, FL
- 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)$12.5M total assets
Net assets$12.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,528,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,528,745
- Employer contributions
- $986,757
- Participant contributions
- $1,831,131
- Total income / additions
- $4,909,011
- Benefits paid
- $1,499,123
- Administrative expenses
- $66,388
- Total expenses
- $1,564,742
- Net increase / (decrease)
- $3,344,269
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $40,274 | $0 |
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $30,219 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $695 | not reported in the loaded dataset |