Symphony Corporation Retirement Savings Plan — Form 5500 plan (Symphony Corporation)
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, Symphony Corporation Retirement Savings Plan is a benefit plan reported by Symphony Corporation under EIN 39-1882117 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $9,074,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Symphony Corporation
- EIN
- 39-1882117
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $9,074,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241002114357NAL0003988755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,074,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,074,693
- Net assets (BOY)
- $7,649,376
Income & contributions
- Participant contributions
- $812,445
- Total contributions
- $882,621
- Total income / additions
- $2,259,919
Expenses & distributions
- Benefits paid
- $791,956
- Administrative expenses
- $42,646
- Total expenses
- $834,602
- Net increase / (decrease)
- $1,425,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group LLC | NONE | $20,652 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $9,710 | $0 | 2023 |
| Premier Retirement Partners | NONE | $8,060 | not reported in the loaded dataset | 2023 |