Synergy Family Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Synergy Family Holdings, 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, Synergy Family Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Synergy Family Holdings, Inc. under EIN 84-4125131 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $168,095 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Synergy Family Holdings, Inc.
- EIN
- 84-4125131
- Plan number
- 001
- Plan type
- 2
- Location
- Chalfont, PA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $168,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241009074601NAL0017992225001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $168,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $168,095
- Net assets (BOY)
- $180,592
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$12,497
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$12,497
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.