Employer · plans filed under one EIN
Synergy Enterprises, Incorporated
North Bethesda, MD · Professional, scientific and technical services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Synergy Enterprises, Incorporated's employer identification number (North Bethesda, Maryland). Their latest filings total 336 participant records and $15.7M in net assets.
The largest is SEI 401(k) Plan, a 401(k) plan with 216 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $248K and participant contributions $781K in the latest plan years; benefits paid were $603K. Schedule C compensation reported to service provider organisations totalled $99K.
Combined net assets moved from $696K in 2011 to $15.7M in 2024 (up 2157%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| SEI 401(k) Plan | 401(k) plan | 2024 | 216 | $12.1M | $56,062 | $2,158 | $93K |
| Synergy Enterprises, Inc. Employee Stock Ownership Plan | employee stock ownership plan | 2024 | 120 | $3.6M | $29,980 | — | $5,412 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 336 | $15.7M | $248K | $781K |
| 2023 | 2 | 325 | $14.7M | $226K | $760K |
| 2022 | 1 | 126 | $7.5M | $222K | $724K |
| 2021 | 2 | 303 | $13.0M | $215K | $674K |
| 2020 | 2 | 322 | $10.9M | $206K | $592K |
| 2019 | 2 | 322 | $8.0M | $301K | $438K |
| 2018 | 2 | 263 | $5.4M | $545K | $409K |
| 2017 | 2 | 271 | $4.9M | $527K | $410K |
| 2016 | 2 | 274 | $3.5M | $397K | $409K |
| 2015 | 2 | 233 | $2.8M | $434K | $325K |
| 2014 | 2 | 221 | $1.8M | $118K | $273K |
| 2013 | 2 | 208 | $1.5M | $124K | $264K |
| 2012 | 1 | 118 | $1.1M | $114K | $238K |
| 2011 | 1 | 126 | $696K | $113K | $234K |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Principal Life Insurance Company | Contract Administrator; Participant loan processing | 1 | $62,381 |
| Raymond James Fin SVCS Advisors | Investment advisory (plan) | 1 | $30,710 |
| Raymond James | Investment management | 1 | $5,412 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Synergy Enterprises, Incorporated have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: SEI 401(k) Plan and Synergy Enterprises, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Synergy Enterprises, Incorporated contribute to its plans?
$248,222 in employer contributions across these plans in their latest plan years, about $1,118 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Principal Life Insurance Company, Raymond James Fin SVCS Advisors and Raymond James. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.