2023 Form 5500 filing — Syndeo Outsourcing 401(K) 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 20241015104151NAL0014419747001) for Syndeo Outsourcing 401(K) Pooled Employer Plan, reported by Syndeo Outsourcing, LLC under EIN 71-0893511 and plan number 002. It reports 1,195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104151NAL0014419747001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Syndeo Outsourcing, LLC
- EIN
- 71-0893511
- Plan number
- 002
- Location
- Wichita, KS
- Participants
- 1,195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,027,980
- Total liabilities (EOY)
- $89
- Net assets (EOY)
- $35,027,891
- Employer contributions
- $1,328,888
- Participant contributions
- $2,645,874
- Total income / additions
- $10,061,385
- Benefits paid
- $2,796,363
- Administrative expenses
- $192,459
- Total expenses
- $2,989,544
- Net increase / (decrease)
- $7,071,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $123,985 | not reported in the loaded dataset |
| Bks Financial Investments LLC | NONE | $45,678 | not reported in the loaded dataset |
| Swindoll, Janzen, Hawk & Loyd, LLC | NONE | $15,700 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $7,075 | $0 |