I2c Synergy, Inc 401(K) Profit Sharing Plan — Form 5500 plan (I2c Synergy, Inc.)
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, I2c Synergy, Inc 401(K) Profit Sharing Plan is a benefit plan reported by I2c Synergy, Inc. under EIN 23-1702839 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $24,818,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I2c Synergy, Inc.
- EIN
- 23-1702839
- Plan number
- 001
- Plan type
- 2
- Location
- Warminster, PA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $24,818,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241010133209NAL0011505747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,818,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,818,466
- Net assets (BOY)
- $21,093,863
Income & contributions
- Employer contributions
- $285,663
- Participant contributions
- $1,215,883
- Total contributions
- $1,884,614
- Total income / additions
- $5,872,833
Expenses & distributions
- Benefits paid
- $2,090,985
- Administrative expenses
- $57,245
- Total expenses
- $2,148,230
- Net increase / (decrease)
- $3,724,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,494 | $0 | 2023 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $1,500 | $15,398 | 2023 |
| M Holdings Securities | INVESTMENT ADVISORY | $0 | $10,928 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I2c Synergy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Warminster, PA
- Principal Life Insurance Company — Schedule C compensation
- Orenda Retirement LLC — Schedule C compensation
- M Holdings Securities — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation