Capital Synergy Partners — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Capital Synergy Partners is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $78,327.
Reported compensation summary
- Reported direct compensation
- $0
- Reported indirect compensation
- $78,327
- Total reported compensation
- $78,327
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Architects Orange Llp, Dba Ao | CA | 1 | $52,608 |
| Mountain West Financial, Inc. | CA | 1 | $17,044 |
| Meruelo Group LLC | CA | 1 | $8,675 |
State footprint
Plans reporting Capital Synergy Partners are sponsored in CA (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Architects Orange Llp, Dba Ao | Architects Orange 401(K) Retirement Savings Plan | 2023 | $0 | $52,608 |
| Mountain West Financial, Inc. | Mountain West Financial, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $17,044 |
| Meruelo Group LLC | Meruelo Group 401(K) Plan And Trust | 2023 | $0 | $8,675 |
Related Form 5500 pages
- Architects Orange 401(K) Retirement Savings Plan (plan 004)
- Architects Orange Llp, Dba Ao — all reported plans
- Mountain West Financial, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mountain West Financial, Inc. — all reported plans
- Meruelo Group 401(K) Plan And Trust (plan 001)
- Meruelo Group LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources