Synergy Benefit Advisors, Inc. (EIN 20-0497087) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.8M in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Synergy Benefit Advisors, Inc. Defined Benefit Plan | 001 | 2 | $1.8M |
| Synergy Benefit Advisors, Inc. 401(k) Profit Sharing Plan | 002 | 2 | $41K |
20-0497087 is the Employer Identification Number (EIN) Synergy Benefit Advisors, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on North Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
