Syndeo Outsourcing 401(K) Pooled Employer Plan — Form 5500 plan (Syndeo Outsourcing, 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, Syndeo Outsourcing 401(K) Pooled Employer Plan is a benefit plan reported by Syndeo Outsourcing, LLC under EIN 71-0893511 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,195 participants and $35,027,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Syndeo Outsourcing, LLC
- EIN
- 71-0893511
- Plan number
- 002
- Plan type
- 3
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 1,195
- End-of-year plan assets
- $35,027,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,195 | H, C | 20241015104151NAL0014419747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,027,980
- Total liabilities (EOY)
- $89
- Net assets (EOY)
- $35,027,891
- Net assets (BOY)
- $27,642,842
Income & contributions
- Employer contributions
- $1,328,888
- Participant contributions
- $2,645,874
- Total contributions
- $5,106,969
- Total income / additions
- $10,061,385
Expenses & distributions
- Benefits paid
- $2,796,363
- Administrative expenses
- $192,459
- Total expenses
- $2,989,544
- Net increase / (decrease)
- $7,071,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $123,985 | not reported in the loaded dataset | 2023 |
| Bks Financial Investments LLC | NONE | $45,678 | not reported in the loaded dataset | 2023 |
| Swindoll, Janzen, Hawk & Loyd, LLC | NONE | $15,700 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $7,075 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Syndeo Outsourcing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Ameritas Life Insurance Corp — Schedule C compensation
- Bks Financial Investments LLC — Schedule C compensation
- Swindoll, Janzen, Hawk & Loyd, LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation