How many benefit plans does Synergi Holdings report on Form 5500?

Synergi Holdings (EIN 82-3721446) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Synergi Holdings?

The Employer Identification Number (EIN) reported for Synergi Holdings is 82-3721446.

What is the latest Form 5500 filing year for Synergi Holdings?

The latest loaded Form 5500 filing year for Synergi Holdings is 2023.

Synergi Holdings — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Holdings (EIN 82-3721446) is a plan sponsor located in Florence, SC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 82-3721446
Location: Florence, SC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $30,357,740
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $30,357,740

Contributions & income

Employer contributions: $908,564
Participant contributions: $2,170,217
Total income / additions: $9,803,780

Expenses & distributions

Benefits paid / distributions: $263,676
Total expenses: $315,603
Net increase / (decrease): $9,488,177

Coverage

Total reported participants: 555
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Synergi Holdings plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Synergi Employee Stock Ownership Plan	002	265	$21,055,349	2023
Sp Of Sc Retirement Incentive Plan	001	290	$9,302,391	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Synergi Holdings
Year	Plan	Participants	Schedules	Filing
2023	Synergi Employee Stock Ownership Plan	265	H	20250203080237NAL0006559553001
2023	Sp Of Sc Retirement Incentive Plan	290	H, C	20250226165933NAL0000510675001