Suite Synergy, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Suite Synergy, 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, Suite Synergy, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Suite Synergy, Inc. under EIN 87-1962637 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,940,623 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Suite Synergy, Inc.
EIN
87-1962637
Plan number
001
Plan type
2
Location
Alamo, CA
Latest filing year
2023
Participants
2
End-of-year plan assets
$1,940,623

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240724154905NAL0013317201001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,940,623
Net assets (EOY)
$1,940,623
Net assets (BOY)
$764,373

Income & contributions

Employer contributions
$2,650
Participant contributions
$5,300
Total income / additions
$1,176,250

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$1,176,250

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages