2023 Form 5500 filing — Sei 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 20241014181434NAL0028063889001) for Sei 401(K) Plan, reported by Synergy Enterprises, Incorporated under EIN 04-3755253 and plan number 001. It reports 131 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)$9.3MReported net assets$9,270,997
Participants131
Provider compensation$83.4K2 Schedule C row(s)$83,411
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014181434NAL0028063889001
- Plan sponsor
- Synergy Enterprises, Incorporated
- EIN
- 04-3755253
- Plan number
- 001
- Location
- North Bethesda, MD
- 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)$9.3M total assets
Net assets$9.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,270,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,270,997
- Employer contributions
- $226,329
- Participant contributions
- $759,876
- Total income / additions
- $2,541,622
- Benefits paid
- $730,156
- Administrative expenses
- $54,943
- Total expenses
- $785,099
- Net increase / (decrease)
- $1,756,523
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,942 | $0 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $28,469 |