How big is Synergy Engineering, P.A.'s plan?

Synergy Engineering, P.A.'s plan reported $411K in assets and 22 participants for 2024.

Original filing (PDF)20251003094606NAL0003123122001

Synergy Engineering, P.A.

Name: Synergy Engineering, P.A. — Synergy Engineering, Form 5500 (2024)
Creator: Synergy Engineering, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Engineering 401(k) Plan

401(k) retirement plan · Synergy Engineering, P.A.'s Synergy Engineering 401(k) Plan held $411K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$411K

Net assets (EOY)

$411K

Plan identifiers

Synergy Engineering, P.A.'s EIN is 20-4590715.

EIN 20-4590715

Plan number 001

Plan year 2024

ACK ID 20251003094606NAL0003123122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Synergy Engineering, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Engineering, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNERGY ENGINEERING, P.A..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score