Synergy Equipment 401(K) Plan — Form 5500 plan (Synergy Rents 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, Synergy Equipment 401(K) Plan is a benefit plan reported by Synergy Rents LLC under EIN 46-2661933 and plan number 001. The latest loaded filing year is 2023. The filing reports 507 participants and $12,528,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Synergy Rents LLC
- EIN
- 46-2661933
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 507
- End-of-year plan assets
- $12,528,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 507 | H, C | 20240926100524NAL0000289107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,528,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,528,745
- Net assets (BOY)
- $9,161,655
Income & contributions
- Employer contributions
- $986,757
- Participant contributions
- $1,831,131
- Total contributions
- $3,189,616
- Total income / additions
- $4,909,011
Expenses & distributions
- Benefits paid
- $1,499,123
- Administrative expenses
- $66,388
- Total expenses
- $1,564,742
- Net increase / (decrease)
- $3,344,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $40,274 | $0 | 2023 |
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $30,219 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $695 | not reported in the loaded dataset | 2023 |