Symphony Management Cash Balance Plan — Form 5500 plan (Symphony Management, LLC)
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, Symphony Management Cash Balance Plan is a benefit plan reported by Symphony Management, LLC under EIN 26-3627285 and plan number 002. The latest loaded filing year is 2023. The filing reports 9 participants and $3,078,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Symphony Management, LLC
- EIN
- 26-3627285
- Plan number
- 002
- Plan type
- 2
- Location
- Coral Springs, FL
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $3,078,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240509154846NAL0016839715001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,078,586
- Net assets (EOY)
- $3,078,586
- Net assets (BOY)
- $2,186,945
Income & contributions
- Employer contributions
- $388,735
- Participant contributions
- $0
- Total income / additions
- $891,771
Expenses & distributions
- Administrative expenses
- $130
- Total expenses
- $130
- Net increase / (decrease)
- $891,641
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.