Original filing (PDF)20251006063259NAL0008313282001

SYNERGY HOMES, LLC

Name: SYNERGY HOMES, LLC — SYNERGY HOMES, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SYNERGY HOMES, LLC

Form 5500-SF

FILING_RECEIVED

SYNERGY HOMES, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 HOMES, LLC.

Plan sponsor

Name

SYNERGY HOMES, LLC

EIN

90-1000163

Address

9755 SW MONTROSE TERRACE · PALM CITY, FL · 34990

Phone

(561) 722-9521

Industry

Constructionsee 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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Related plans

Similar-size Construction plans

BUFFINGTON HOMES OF ARKANSAS, LLC

BUFFINGTON HOMES 401(K) PLAN

$1.4M · 48 participants

DOUG THROM CONSTRUCTION, INC.

DOUG THROM CONSTRUCTION, INC. 401(K) PLAN

$1.4M · 2 participants

PREFERRED PROPERTIES, INC.

PREFERRED PROPERTIES RETIREMENT PLAN

$1.4M · 11 participants

CECI CLARKE INC.

CECI CLARKE INC. CASH BALANCE PLAN

$1.4M · 12 participants

INSPIRED HOMES, LLC

INSPIRED HOMES, LLC 401(K) PLAN

$1.4M · 25 participants