Synergi Employee Stock Ownership Plan — Form 5500 plan (Synergi Holdings, 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, Synergi Employee Stock Ownership Plan is a benefit plan reported by Synergi Holdings, Inc. under EIN 82-3721446 and plan number 002. The latest loaded filing year is 2023. The filing reports 265 participants and $21,055,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Synergi Holdings, Inc.
- EIN
- 82-3721446
- Plan number
- 002
- Plan type
- 2
- Location
- Florence, SC
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $21,055,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H | 20250203080237NAL0006559553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,055,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,055,349
- Net assets (BOY)
- $15,319,000
Income & contributions
- Employer contributions
- $8,584
- Total contributions
- $3,962,848
- Total income / additions
- $5,744,848
Expenses & distributions
- Benefits paid
- $8,499
- Administrative expenses
- $0
- Total expenses
- $8,499
- Net increase / (decrease)
- $5,736,349
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.