Original filing (PDF)20251001151622NAL0016297792001

SYNERGY HEALTH, INC.

Name: SYNERGY HEALTH, INC. — SYNERGY HEALTH 401(K) PLAN, Form 5500 (2024)
Creator: SYNERGY HEALTH, INC.

Form 5500-SF

FILING_RECEIVED

SYNERGY HEALTH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNERGY HEALTH, INC..

Plan sponsor

Name

SYNERGY HEALTH, INC.

EIN

20-4540661

Address

85 SEASONS LANE · HIAWASSEE, GA · 30546

Phone

(706) 896-0505

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

IVAN CVIK, M.D., P.A.

PREMIER MD CARE 401(K) PLAN

$1.0M · 5 participants

THE CENTER FOR FUNCTIONAL MEDICINE

THE CENTER FOR FUNCTIONAL MEDICINE 401(K) PROFIT SHARING PLAN

$1.0M · 8 participants

REBECCA GARZA PLASTIC SURGERY, P.C.

REBECCA GARZA PLASTIC SURGERY, P.C. 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 4 participants

PRIMARY CARE PROVIDERS OF CHICAGO, S.C.

PRIMARY CARE PROVIDERS OF CHICAGO, S.C. CASH BALANCE PLAN

$1.0M · 11 participants

BEYOND BEHAVIOR CONSULTING LLC