Sp Of Sc Retirement Incentive Plan — Form 5500 plan (Synergi Holdings)
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, Sp Of Sc Retirement Incentive Plan is a benefit plan reported by Synergi Holdings under EIN 82-3721446 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $9,302,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Synergi Holdings
- EIN
- 82-3721446
- Plan number
- 001
- Plan type
- 2
- Location
- Florence, SC
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $9,302,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20250226165933NAL0000510675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,302,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,302,391
- Net assets (BOY)
- $5,218,036
Income & contributions
- Employer contributions
- $899,980
- Participant contributions
- $2,170,217
- Total contributions
- $3,187,553
- Total income / additions
- $4,058,932
Expenses & distributions
- Benefits paid
- $255,177
- Administrative expenses
- $51,927
- Total expenses
- $307,104
- Net increase / (decrease)
- $3,751,828
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co, L.P. | INVESTMENT ADVISOR | $24,811 | not reported in the loaded dataset | 2023 |
| Wilshire Assoc Inc Usa | INVESTMENT ADVISOR | $1,039 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $600 | not reported in the loaded dataset | 2023 |