2023 Form 5500 filing — Synergy Services 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 20241003151917NAL0005824915001) for Synergy Services Inc. 401(K) Plan, reported by Synergy Services Inc. under EIN 43-0970674 and plan number 001. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003151917NAL0005824915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Synergy Services Inc.
- EIN
- 43-0970674
- Plan number
- 001
- Location
- Parkville, MO
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,823,885
- Total liabilities (EOY)
- $669
- Net assets (EOY)
- $2,823,216
- Employer contributions
- $75,881
- Participant contributions
- $388,690
- Total income / additions
- $899,636
- Benefits paid
- $273,218
- Administrative expenses
- $16,623
- Total expenses
- $289,841
- Net increase / (decrease)
- $609,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $8,923 | $0 |
| Intellicents Inc. | NONE | $7,700 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | $464 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |