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SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN
Plan identification number 333

SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SYNERGETIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:SYNERGETIC, INC.
Employer identification number (EIN):270080966
NAIC Classification:561300

Additional information about SYNERGETIC, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1986-05-22
Company Identification Number: C1532525
Legal Registered Office Address: 1634 Kent Place

Thousand Oaks
United States of America (USA)
91362

More information about SYNERGETIC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332012-01-01EMMETT SCULLY
3332011-01-01EMMETT SCULLY
3332010-01-01EMMETT SCULLY
3332009-01-01EMMETT SCULLY

Plan Statistics for SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2012: SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01600
Total number of active participants reported on line 7a of the Form 55002012-01-01303
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01141
Total of all active and inactive participants2012-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01444
Number of participants with account balances2012-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01861
Total number of active participants reported on line 7a of the Form 55002011-01-01441
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01109
Total of all active and inactive participants2011-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01550
Number of participants with account balances2011-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01866
Total number of active participants reported on line 7a of the Form 55002010-01-01484
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01329
Total of all active and inactive participants2010-01-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01813
Number of participants with account balances2010-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01715
Total number of active participants reported on line 7a of the Form 55002009-01-01538
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01112
Total of all active and inactive participants2009-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01650
Number of participants with account balances2009-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2012 : SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$8,465
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,294,349
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,527,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,388,096
Value of total corrective distributions2012-12-31$20,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,220,924
Value of total assets at end of year2012-12-31$10,908,769
Value of total assets at beginning of year2012-12-31$10,133,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$119,146
Total interest from all sources2012-12-31$8,692
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$246,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$246,319
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$805,436
Participant contributions at end of year2012-12-31$197,133
Participant contributions at beginning of year2012-12-31$326,723
Participant contributions at end of year2012-12-31$32,194
Participant contributions at beginning of year2012-12-31$40,432
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$97,647
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$766,699
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,908,769
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,133,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$18,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,654,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,732,940
Interest on participant loans2012-12-31$8,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$818,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$317,841
Employer contributions (assets) at end of year2012-12-31$20,537
Employer contributions (assets) at beginning of year2012-12-31$27,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,388,096
Contract administrator fees2012-12-31$101,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BROWN CPA, LLC
Accountancy firm EIN2012-12-31050614390
2011 : SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$5,974,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,627,904
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,346,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,191,745
Value of total corrective distributions2011-12-31$36,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,256,514
Value of total assets at end of year2011-12-31$10,133,605
Value of total assets at beginning of year2011-12-31$15,827,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$118,609
Total interest from all sources2011-12-31$13,758
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$313,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$313,461
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$909,717
Participant contributions at end of year2011-12-31$326,723
Participant contributions at beginning of year2011-12-31$623,330
Participant contributions at end of year2011-12-31$40,432
Participant contributions at beginning of year2011-12-31$117,863
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,859
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$281,050
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,133,605
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,827,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$13,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,732,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,999,774
Interest on participant loans2011-12-31$13,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$44,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$310,938
Employer contributions (assets) at end of year2011-12-31$27,383
Employer contributions (assets) at beginning of year2011-12-31$73,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,191,745
Contract administrator fees2011-12-31$105,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31L. ROBIN HAYNES, CPA
Accountancy firm EIN2011-12-31562310359
2010 : SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$212,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,838,528
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$555,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$430,458
Value of total corrective distributions2010-12-31$1,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,358,221
Value of total assets at end of year2010-12-31$15,827,218
Value of total assets at beginning of year2010-12-31$12,332,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$123,572
Total interest from all sources2010-12-31$25,243
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$243,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$243,342
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,490,221
Participant contributions at end of year2010-12-31$623,330
Participant contributions at beginning of year2010-12-31$483,705
Participant contributions at end of year2010-12-31$117,863
Participant contributions at beginning of year2010-12-31$109,371
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$241,926
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,282,668
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,827,218
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,332,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$12,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,999,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,368,595
Interest on participant loans2010-12-31$25,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,211,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$626,074
Employer contributions (assets) at end of year2010-12-31$73,436
Employer contributions (assets) at beginning of year2010-12-31$359,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$430,458
Contract administrator fees2010-12-31$110,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31J. ROBIN HAYNES, CPA
Accountancy firm EIN2010-12-31562310359
2009 : SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN

2012: SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SYNERGETIC, INC. 401K RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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