2023 Form 5500 filing — Synergi Employee Stock Ownership 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 20250203080237NAL0006559553001) for Synergi Employee Stock Ownership Plan, reported by Synergi Holdings, Inc. under EIN 82-3721446 and plan number 002. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20250203080237NAL0006559553001
Filing year
2023
Form type
2
Plan sponsor
Synergi Holdings, Inc.
EIN
82-3721446
Plan number
002
Location
Florence, SC
Participants
265
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,055,349
Total liabilities (EOY)
$0
Net assets (EOY)
$21,055,349
Employer contributions
$8,584
Total income / additions
$5,744,848
Benefits paid
$8,499
Administrative expenses
$0
Total expenses
$8,499
Net increase / (decrease)
$5,736,349
Schedule source
Schedule H

Related Form 5500 pages