2023 Form 5500 filing — Secure2retire Pooled Employer Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240327100900NAL0002582592001) for Secure2retire Pooled Employer Plan, reported by Syngularity under EIN 86-3341210 and plan number 001. It reports 887 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240327100900NAL0002582592001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Syngularity
- EIN
- 86-3341210
- Plan number
- 001
- Location
- Cabin John, MD
- Participants
- 887
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $43,825
- Benefits paid
- $50,573
- Administrative expenses
- $46,369
- Total expenses
- $96,942
- Net increase / (decrease)
- -$53,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lerrosarbey, Pllc | NONE | $24,282 | not reported in the loaded dataset |
| The Retirement Plan Company, LLC | NONE | $19,770 | not reported in the loaded dataset |