2023 Form 5500 filing — Symphony Management Cash Balance 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 20240509154846NAL0016839715001) for Symphony Management Cash Balance Plan, reported by Symphony Management, LLC under EIN 26-3627285 and plan number 002. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240509154846NAL0016839715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Symphony Management, LLC
- EIN
- 26-3627285
- Plan number
- 002
- Location
- Coral Springs, FL
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,078,586
- Net assets (EOY)
- $3,078,586
- Employer contributions
- $388,735
- Participant contributions
- $0
- Total income / additions
- $891,771
- Administrative expenses
- $130
- Total expenses
- $130
- Net increase / (decrease)
- $891,641
- Schedule source
- Schedule I