2023 Form 5500 filing — The Synergy Global Solutions, Inc. 401(K) 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 20240828094159NAL0024181138001) for The Synergy Global Solutions, Inc. 401(K) Plan, reported by Synergy It Solutions Of Nys, Inc. under EIN 16-0985336 and plan number 004. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828094159NAL0024181138001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Synergy It Solutions Of Nys, Inc.
- EIN
- 16-0985336
- Plan number
- 004
- Location
- Cheektowaga, NY
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,336,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,336,152
- Employer contributions
- $4,629
- Participant contributions
- $739,880
- Total income / additions
- $2,322,800
- Benefits paid
- $611,058
- Administrative expenses
- $27,197
- Total expenses
- $638,255
- Net increase / (decrease)
- $1,684,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust National Assoc | ADVISOR | $22,497 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,700 | $0 |