Synergy Enterprises, Inc. Employee Stock Ownership Plan — Form 5500 plan (Synergy Enterprises, Inc.)
Plain-English plan 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, Synergy Enterprises, Inc. Employee Stock Ownership Plan is a benefit plan reported by Synergy Enterprises, Inc. under EIN 04-3755253 and plan number 003. The latest loaded filing year is 2023. The filing reports 203 participants and $5,466,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Synergy Enterprises, Inc.
- EIN
- 04-3755253
- Plan number
- 003
- Plan type
- 2
- Location
- North Bethesda, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H | 20241014181600NAL0013729123001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,466,109
- Total liabilities (EOY)
- $34,916
- Net assets (EOY)
- $5,431,193
- Net assets (BOY)
- $4,672,238
Income & contributions
- Total contributions
- $0
- Total income / additions
- $896,273
Expenses & distributions
- Benefits paid
- $131,868
- Administrative expenses
- $5,450
- Total expenses
- $137,318
- Net increase / (decrease)
- $758,955
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.