The Synergy Plan, Llc 401(k) Plan (terminated 2022): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2022, when $93.4 million was transferred out of the plan. Assets moved to the GROUP MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST (sponsored by GROUP MANAGEMENT SERVICES, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the GROUP MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST →The Synergy Plan, Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2022 filing.
The Synergy Plan, Llc 401(k) Plan Facts (plan year 2022)
Source: Form 5500 for plan year 2022 (Jan 1, 2022 – May 31, 2022), filed Sep 1, 2023. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2022
- $1.96 million went into the plan in contributions, $577,267 of it from the employer (29%).
- $3.96 million was paid out to participants.
How the The Synergy Plan, Llc 401(k) changed, 2017–2022
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2017 | 2,075 | $79.8 million | $1.81 million | $8.12 million |
| 2018 | 2,015 | $69.2 million | $2.04 million | $8.07 million |
| 2019 | 1,929 | $73.9 million | $2.00 million | $7.43 million |
| 2020 | 2,078 | $90.4 million | $2.13 million | $4.36 million |
| 2021 | 2,148 | $101.3 million | $1.73 million | $6.12 million |
| 2022 (final) | 2,153 | $0 | $577,267 | $3.96 million |
The Synergy Plan, Llc 401(k) Contact Information
Questions about the The Synergy Plan, Llc 401(k)
Is the The Synergy Plan, Llc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2022. Its assets were transferred to the GROUP MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST.
Does The Synergy Plan, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $577,267, 29% of all contributions.
Does the The Synergy Plan, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the The Synergy Plan, Llc 401(k) plan?
2,153 participants at the start of plan year 2022.
Who manages the The Synergy Plan, Llc 401(k) accounts?
Ascensus (listed on the filing as ASCENSUS,LLC) is the plan's recordkeeper, which is where participants log in to see their balance.