Original filing (PDF)20250319091703NAL0009116242001

DAVID M. KRAVETZ, INC.

Name: DAVID M. KRAVETZ, INC. — SYNERGY LANDSCAPES 401K RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: DAVID M. KRAVETZ, INC.

Form 5500-SF

FILING_RECEIVED

SYNERGY LANDSCAPES 401K RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID M. KRAVETZ, INC..

Plan sponsor

Name

DAVID M. KRAVETZ, INC.

DBA

SYNERGY LANDSCAPES

EIN

20-5230249

Address

PO BOX 18042 · TAMPA, FL · 336798042

Phone

(727) 643-3981

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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