2023 Form 5500 filing — Synergos Companies 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 20241014143022NAL0027562769001) for Synergos Companies 401(K) Plan, reported by Synergos Companies LLC under EIN 84-2764368 and plan number 001. It reports 1,427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143022NAL0027562769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Synergos Companies LLC
- EIN
- 84-2764368
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 1,427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,088,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,088,829
- Employer contributions
- $1,525,207
- Participant contributions
- $2,539,710
- Total income / additions
- $7,102,374
- Benefits paid
- $1,380,302
- Administrative expenses
- $94,076
- Total expenses
- $1,524,548
- Net increase / (decrease)
- $5,577,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $69,426 | $0 |
| Oakwood Capital Securities, Inc. | BROKER/ADVISOR | $0 | $50,842 |
| Truog-Ryding Company, Inc | CONTRACT ADMIN | $15,471 | $10,000 |
| Nylife Securities LLC | BROKER/ADVISOR | $0 | $18,154 |
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $18,153 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,579 | not reported in the loaded dataset |