Symphona Llp Retirement Plan — Form 5500 plan (Symphona Llp)
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, Symphona Llp Retirement Plan is a benefit plan reported by Symphona Llp under EIN 58-2663273 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $20,867,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Symphona Llp
- EIN
- 58-2663273
- Plan number
- 001
- Plan type
- 2
- Location
- Savannah, GA
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $20,867,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241002105322NAL0004738499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,867,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,867,386
- Net assets (BOY)
- $17,212,563
Income & contributions
- Employer contributions
- $870,549
- Participant contributions
- $906,101
- Total contributions
- $2,020,559
- Total income / additions
- $4,771,939
Expenses & distributions
- Benefits paid
- $1,023,419
- Administrative expenses
- $93,697
- Total expenses
- $1,117,116
- Net increase / (decrease)
- $3,654,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company, LLC | NONE | $49,355 | $766 | 2023 |
| The Fiduciary Group | ADVISOR | $44,343 | not reported in the loaded dataset | 2023 |