Synergos Companies 401(K) Plan — Form 5500 plan (Synergos Companies 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, Synergos Companies 401(K) Plan is a benefit plan reported by Synergos Companies LLC under EIN 84-2764368 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,427 participants and $22,088,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Synergos Companies LLC
- EIN
- 84-2764368
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 1,427
- End-of-year plan assets
- $22,088,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,427 | H, C | 20241014143022NAL0027562769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,088,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,088,829
- Net assets (BOY)
- $16,511,003
Income & contributions
- Employer contributions
- $1,525,207
- Participant contributions
- $2,539,710
- Total contributions
- $4,109,487
- Total income / additions
- $7,102,374
Expenses & distributions
- Benefits paid
- $1,380,302
- Administrative expenses
- $94,076
- Total expenses
- $1,524,548
- Net increase / (decrease)
- $5,577,826
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $69,426 | $0 | 2023 |
| Oakwood Capital Securities, Inc. | BROKER/ADVISOR | $0 | $50,842 | 2023 |
| Truog-Ryding Company, Inc | CONTRACT ADMIN | $15,471 | $10,000 | 2023 |
| Nylife Securities LLC | BROKER/ADVISOR | $0 | $18,154 | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $18,153 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,579 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Synergos Companies LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Empower Annuity Ins Co Of America — Schedule C compensation
- Oakwood Capital Securities, Inc. — Schedule C compensation
- Truog-Ryding Company, Inc — Schedule C compensation
- Nylife Securities LLC — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation