How big is Synergy Business Solutions, LLC's plan?

Synergy Business Solutions, LLC's plan reported $951K in assets and 3 participants for 2024.

Original filing (PDF)20251003093453NAL0000728899001

Synergy Business Solutions, LLC

Name: Synergy Business Solutions, LLC — Synergy Business, Form 5500 (2024)
Creator: Synergy Business Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Business Solutions, LLC Cash Balance Plan

Defined-benefit pension plan · Synergy Business Solutions, LLC's Synergy Business Solutions, LLC Cash Balance Plan held $951K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$951K

Net assets (EOY)

$951K

People on this filing

ANN Korsak signed Synergy Business Solutions, LLC's 2024 Form 5500 as plan administrator.

ANN Korsak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Synergy Business Solutions, LLC's EIN is 35-2564604.

EIN 35-2564604

Plan number 001

Plan year 2024

ACK ID 20251003093453NAL0000728899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Synergy Business Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Business Solutions, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score