Synergy Services Inc. 401(K) Plan — Form 5500 plan (Synergy Services 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 Services Inc. 401(K) Plan is a benefit plan reported by Synergy Services Inc. under EIN 43-0970674 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $2,823,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Synergy Services Inc.
- EIN
- 43-0970674
- Plan number
- 001
- Plan type
- 2
- Location
- Parkville, MO
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $2,823,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241003151917NAL0005824915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,823,885
- Total liabilities (EOY)
- $669
- Net assets (EOY)
- $2,823,216
- Net assets (BOY)
- $2,213,421
Income & contributions
- Employer contributions
- $75,881
- Participant contributions
- $388,690
- Total contributions
- $475,614
- Total income / additions
- $899,636
Expenses & distributions
- Benefits paid
- $273,218
- Administrative expenses
- $16,623
- Total expenses
- $289,841
- Net increase / (decrease)
- $609,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $8,923 | $0 | 2023 |
| Intellicents Inc. | NONE | $7,700 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $0 | $464 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Synergy Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Parkville, MO
- Alerus Financial, N.A. — Schedule C compensation
- Intellicents Inc. — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation