2023 Form 5500 filing — Synergy Equipment 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 20240926100524NAL0000289107001) for Synergy Equipment 401(K) Plan, reported by Synergy Rents LLC under EIN 46-2661933 and plan number 001. It reports 507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926100524NAL0000289107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Synergy Rents LLC
- EIN
- 46-2661933
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,528,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,528,745
- Employer contributions
- $986,757
- Participant contributions
- $1,831,131
- Total income / additions
- $4,909,011
- Benefits paid
- $1,499,123
- Administrative expenses
- $66,388
- Total expenses
- $1,564,742
- Net increase / (decrease)
- $3,344,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $40,274 | $0 |
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $30,219 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $695 | not reported in the loaded dataset |