Syndicate Sales Inc. Team Members' 401(K) Plan — Form 5500 plan (Syndicate Sales 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, Syndicate Sales Inc. Team Members' 401(K) Plan is a benefit plan reported by Syndicate Sales Inc. under EIN 35-6207887 and plan number 002. The latest loaded filing year is 2023. The filing reports 246 participants and $10,199,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Syndicate Sales Inc.
- EIN
- 35-6207887
- Plan number
- 002
- Plan type
- 2
- Location
- Kokomo, IN
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $10,199,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241009123241NAL0009193971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,199,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,199,117
- Net assets (BOY)
- $8,166,126
Income & contributions
- Employer contributions
- $238,410
- Participant contributions
- $787,258
- Total contributions
- $1,025,668
- Total income / additions
- $2,599,563
Expenses & distributions
- Benefits paid
- $518,919
- Administrative expenses
- $47,653
- Total expenses
- $566,572
- Net increase / (decrease)
- $2,032,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Procourse Fiduciary Advisors LLC | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $18,072 | $0 | 2023 |