Syntax 401(K) Savings Plan — Form 5500 plan (Syntax Systems Usa Lp)
Plain-English plan 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, Syntax 401(K) Savings Plan is a benefit plan reported by Syntax Systems Usa Lp under EIN 03-0524476 and plan number 001. The latest loaded filing year is 2023. The filing reports 450 participants and $52,653,503 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Syntax Systems Usa Lp
- EIN
- 03-0524476
- Plan number
- 001
- Plan type
- 2
- Location
- Morrisville, NC
- Latest filing year
- 2023
- Participants
- 450
- End-of-year plan assets
- $52,653,503
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 450 | H, C | 20250430122921NAL0001862129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,653,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,653,503
- Net assets (BOY)
- $43,119,705
Income & contributions
- Employer contributions
- $2,422,757
- Participant contributions
- $4,331,151
- Total contributions
- $7,042,680
- Total income / additions
- $14,960,097
Expenses & distributions
- Benefits paid
- $5,209,849
- Administrative expenses
- $166,328
- Total expenses
- $5,426,299
- Net increase / (decrease)
- $9,533,798
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $67,987 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $65,266 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,074 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Syntax Systems Usa Lp
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Morrisville, NC
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation