2023 Form 5500 filing — Zynergia Hr 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 20250325151402NAL0014482289001) for Zynergia Hr 401(K) Plan, reported by Synergy Hr LLC under EIN 81-3943870 and plan number 002. It reports 696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250325151402NAL0014482289001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Synergy Hr LLC
- EIN
- 81-3943870
- Plan number
- 002
- Location
- Crown Point, IN
- Participants
- 696
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,876,940
- Net assets (EOY)
- $1,876,940
- Employer contributions
- $5,097
- Participant contributions
- $391,110
- Total income / additions
- $635,702
- Benefits paid
- $84,107
- Administrative expenses
- $30,454
- Total expenses
- $119,517
- Net increase / (decrease)
- $516,185
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $22,790 | $0 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISORY | $7,664 | not reported in the loaded dataset |