Zynergia Hr 401(K) Plan — Form 5500 plan (Synergy Hr 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, Zynergia Hr 401(K) Plan is a benefit plan reported by Synergy Hr LLC under EIN 81-3943870 and plan number 002. The latest loaded filing year is 2023. The filing reports 696 participants and $1,876,940 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Synergy Hr LLC
- EIN
- 81-3943870
- Plan number
- 002
- Plan type
- 3
- Location
- Crown Point, IN
- Latest filing year
- 2023
- Participants
- 696
- End-of-year plan assets
- $1,876,940
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H, C | 20250325151402NAL0014482289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,876,940
- Net assets (EOY)
- $1,876,940
- Net assets (BOY)
- $1,314,460
Income & contributions
- Employer contributions
- $5,097
- Participant contributions
- $391,110
- Total contributions
- $405,248
- Total income / additions
- $635,702
Expenses & distributions
- Benefits paid
- $84,107
- Administrative expenses
- $30,454
- Total expenses
- $119,517
- Net increase / (decrease)
- $516,185
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $22,790 | $0 | 2023 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISORY | $7,664 | not reported in the loaded dataset | 2023 |