2023 Form 5500 filing — Sp Of Sc Retirement Incentive 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 20250226165933NAL0000510675001) for Sp Of Sc Retirement Incentive Plan, reported by Synergi Holdings under EIN 82-3721446 and plan number 001. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226165933NAL0000510675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Synergi Holdings
- EIN
- 82-3721446
- Plan number
- 001
- Location
- Florence, SC
- Participants
- 290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,302,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,302,391
- Employer contributions
- $899,980
- Participant contributions
- $2,170,217
- Total income / additions
- $4,058,932
- Benefits paid
- $255,177
- Administrative expenses
- $51,927
- Total expenses
- $307,104
- Net increase / (decrease)
- $3,751,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co, L.P. | INVESTMENT ADVISOR | $24,811 | not reported in the loaded dataset |
| Wilshire Assoc Inc Usa | INVESTMENT ADVISOR | $1,039 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $600 | not reported in the loaded dataset |