2023 Form 5500 filing — Symphony Corporation Retirement Savings 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 20241002114357NAL0003988755001) for Symphony Corporation Retirement Savings Plan, reported by Symphony Corporation under EIN 39-1882117 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002114357NAL0003988755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Symphony Corporation
- EIN
- 39-1882117
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,074,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,074,693
- Participant contributions
- $812,445
- Total income / additions
- $2,259,919
- Benefits paid
- $791,956
- Administrative expenses
- $42,646
- Total expenses
- $834,602
- Net increase / (decrease)
- $1,425,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group LLC | NONE | $20,652 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $9,710 | $0 |
| Premier Retirement Partners | NONE | $8,060 | not reported in the loaded dataset |