Original filing (PDF)20251014135416NAL0006184546001

SYNERGI HOLDINGS, INC.

Name: SYNERGI HOLDINGS, INC. — SYNERGI EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: SYNERGI HOLDINGS, INC.

Form 5500

FILING_RECEIVED

SYNERGI EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

292

Accounts w/ balance

329

Plan assets (EOY)

$16.9M

Net assets (EOY)

$16.9M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

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

Plan sponsor

Name

SYNERGI HOLDINGS, INC.

EIN

82-3721446

Address

151 W. EVANS ST · FLORENCE, SC · 29501

Phone

(843) 519-0808

Industry

Professional & Technical Servicessee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

THE HOBBS GROUP, PA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $16.9M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Synergi Holdings, Inc. 134,570 Shares of Class A Voting Common Stock	—	—	$8.6M	$16.9M	100.0%

Related plans

Similar-size Professional & Technical Services plans

DAVID J. SILVERMAN, EA, LLC

DAVID J. SILVERMAN, EA, LLC PROFIT SHARING PLAN

$21.3M · 2 participants

PT&C GROUP LLC

PLATFORM ACCOUNTING GROUP 401(K) PLAN

$22.8M · 728 participants

MILLER GROSSBARD ADVISORS LLP

MILLER GROSSBARD ADVISORS LLP 401(K) PROFIT SHARING PLAN

$10.2M · 57 participants

JOHNSON, RUNKEL & KRAEGENBRINK, INC.

JOHNSON, RUNKEL & KRAEGENBRINK, INC. PROFIT SHARING PLAN

$10.2M · 10 participants

CFS TAX SOFTWARE, INC.

CFS TAX SOFTWARE, INC. 401(K) PROFIT SHARING PLAN