Synergy Holdings, Inc. 401(k) Plan: Login, Facts & Contact Information

Synergy Holdings, Inc. 401(k) Plan Facts

Plan name
SYNERGY HOLDINGS, INC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SYNERGY HOLDINGS, INC.
Participants
51 (51 active employees)
Plan assets
$547,246 at Dec 31, 2024
Average account balance
$34,203 across 16 accounts
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1996
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $29,792 went into the plan in contributions.
  • $58,000 was paid out to participants.
  • Investment and other income added $73,374.

How the Synergy Holdings, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201970$705,119$0$0
202071$799,096$0$37,319
202149$913,820$0$21,562
202245$514,961$0$288,030
202347$502,455$0$129,000
202451$547,246$0$58,000

Synergy Holdings, Inc. 401(k) Contact Information

Phone
713-413-4330
Mailing address
13604 ALMEDA SCHOOL ROAD, HOUSTON TX 77047
Plan sponsor
SYNERGY HOLDINGS, INC.
Employer identification number (EIN)
76-0323244
Plan number
001

Questions about the Synergy Holdings, Inc. 401(k)

Does Synergy Holdings, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Synergy Holdings, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Synergy Holdings, Inc 401(k) plan?

51 participants at the start of plan year 2024, 51 of them active employees.

What is the average 401(k) balance at Synergy Holdings, Inc?

About $34,203 per account: $547,246 in plan assets across 16 accounts with a balance at the end of plan year 2024.

Who manages the Synergy Holdings, Inc 401(k) accounts?

Nationwide is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Synergy Holdings, Inc. How do I access my 401(k)?

Your account stays with Nationwide after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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