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Plan Name | SYNERGY SERVICES INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SYNERGY SERVICES INC. |
Employer identification number (EIN): | 430970674 |
NAIC Classification: | 624100 |
NAIC Description: | Individual and Family Services |
Additional information about SYNERGY SERVICES INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2001-07-06 |
Company Identification Number: | 20011133799 |
Legal Registered Office Address: |
4601 DTC Blvd Suite 650 Denver United States of America (USA) 80237 |
More information about SYNERGY SERVICES INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ROBIN WINNER | ROBIN WINNER | 2019-06-04 | |
001 | 2017-01-01 | ROBIN WINNER | ROBIN WINNER | 2018-07-25 | |
001 | 2016-01-01 | ROBIN WINNER | |||
001 | 2015-01-01 | ROBIN WINNER | |||
001 | 2014-01-01 | ROBIN WINNER | ROBIN WINNER | 2015-07-28 | |
001 | 2013-01-01 | ROBIN WINNER | |||
001 | 2012-01-01 | ROBIN WINNER | ROBIN WINNER | 2013-07-22 | |
001 | 2011-01-01 | ROBIN WINNER | ROBIN WINNER | 2012-09-13 | |
001 | 2010-01-01 | ROBIN WINNER | ROBIN WINNER | 2011-09-07 | |
001 | 2009-01-01 | ROBIN WINNER | ROBIN WINNER | 2010-10-06 |
Measure | Date | Value |
---|---|---|
2022: SYNERGY SERVICES INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 217 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 23 |
Total of all active and inactive participants | 2022-01-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 240 |
Number of participants with account balances | 2022-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 10 |
2021: SYNERGY SERVICES INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 225 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 202 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 15 |
Total of all active and inactive participants | 2021-01-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 217 |
Number of participants with account balances | 2021-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: SYNERGY SERVICES INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 213 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
Total of all active and inactive participants | 2020-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 224 |
Number of participants with account balances | 2020-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SYNERGY SERVICES INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
Total of all active and inactive participants | 2019-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 129 |
Number of participants with account balances | 2019-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SYNERGY SERVICES INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
Total of all active and inactive participants | 2018-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 118 |
Number of participants with account balances | 2018-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: SYNERGY SERVICES INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 113 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 120 |
Number of participants with account balances | 2017-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: SYNERGY SERVICES INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 104 |
Number of participants with account balances | 2016-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SYNERGY SERVICES INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 108 |
Number of participants with account balances | 2015-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: SYNERGY SERVICES INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 107 |
Number of participants with account balances | 2014-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: SYNERGY SERVICES INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 101 |
Number of participants with account balances | 2013-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SYNERGY SERVICES INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 107 |
Number of participants with account balances | 2012-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: SYNERGY SERVICES INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 115 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 14 |
Total of all active and inactive participants | 2011-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 129 |
Number of participants with account balances | 2011-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: SYNERGY SERVICES INC. 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 13 |
Total of all active and inactive participants | 2010-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 136 |
Number of participants with account balances | 2010-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: SYNERGY SERVICES INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 144 |
Number of participants with account balances | 2009-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2022 : SYNERGY SERVICES INC. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $842 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $693 |
Total income from all sources (including contributions) | 2022-12-31 | $-48,790 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $601,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $585,456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $430,071 |
Value of total assets at end of year | 2022-12-31 | $2,214,263 |
Value of total assets at beginning of year | 2022-12-31 | $2,864,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $16,054 |
Total interest from all sources | 2022-12-31 | $2,164 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $-563,467 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $-563,467 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $356,313 |
Participant contributions at beginning of year | 2022-12-31 | $21,081 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $46,782 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $537 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $842 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $693 |
Administrative expenses (other) incurred | 2022-12-31 | $8,955 |
Total non interest bearing cash at end of year | 2022-12-31 | $842 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $693 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-650,300 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,213,421 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,863,721 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $7,099 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,090,539 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,811,409 |
Interest on participant loans | 2022-12-31 | $2,164 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $76,100 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $30,694 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $81,376 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,066 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $73,758 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $585,456 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2022-12-31 | 481246310 |
2021 : SYNERGY SERVICES INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $693 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $224 |
Total income from all sources (including contributions) | 2021-12-31 | $757,955 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $148,534 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $133,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $424,746 |
Value of total assets at end of year | 2021-12-31 | $2,864,414 |
Value of total assets at beginning of year | 2021-12-31 | $2,254,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $14,782 |
Total interest from all sources | 2021-12-31 | $2,193 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $208,576 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $208,576 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $343,342 |
Participant contributions at end of year | 2021-12-31 | $21,081 |
Participant contributions at beginning of year | 2021-12-31 | $41,810 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $537 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $15,062 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $693 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $224 |
Administrative expenses (other) incurred | 2021-12-31 | $1,553 |
Total non interest bearing cash at end of year | 2021-12-31 | $693 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $224 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $609,421 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,863,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,254,300 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $13,229 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,811,409 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,111,967 |
Interest on participant loans | 2021-12-31 | $2,193 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $30,694 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $100,523 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $119,875 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $66,342 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $133,752 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2021-12-31 | 481246310 |
2020 : SYNERGY SERVICES INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $224 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,877 |
Total income from all sources (including contributions) | 2020-12-31 | $507,517 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $113,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $102,879 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $224,015 |
Value of total assets at end of year | 2020-12-31 | $2,254,524 |
Value of total assets at beginning of year | 2020-12-31 | $1,862,676 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,137 |
Total interest from all sources | 2020-12-31 | $4,285 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $73,289 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $73,289 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $212,732 |
Participant contributions at end of year | 2020-12-31 | $41,810 |
Participant contributions at beginning of year | 2020-12-31 | $58,880 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,776 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $224 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $2,877 |
Administrative expenses (other) incurred | 2020-12-31 | $267 |
Total non interest bearing cash at end of year | 2020-12-31 | $224 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $2,877 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $394,501 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,254,300 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,859,799 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $9,870 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,111,967 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,738,648 |
Interest on participant loans | 2020-12-31 | $4,285 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $100,523 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $62,271 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $204,682 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,246 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $9,507 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $102,879 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2020-12-31 | 481246310 |
2019 : SYNERGY SERVICES INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,877 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,877 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $276 |
Total income from all sources (including contributions) | 2019-12-31 | $556,277 |
Total income from all sources (including contributions) | 2019-12-31 | $556,277 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $311,393 |
Total of all expenses incurred | 2019-12-31 | $311,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $301,258 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $301,258 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $199,286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $199,286 |
Value of total assets at end of year | 2019-12-31 | $1,862,676 |
Value of total assets at end of year | 2019-12-31 | $1,862,676 |
Value of total assets at beginning of year | 2019-12-31 | $1,615,191 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,135 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,135 |
Total interest from all sources | 2019-12-31 | $4,339 |
Total interest from all sources | 2019-12-31 | $4,339 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $71,184 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $71,184 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $71,184 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $71,184 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $159,333 |
Contributions received from participants | 2019-12-31 | $159,333 |
Participant contributions at end of year | 2019-12-31 | $58,880 |
Participant contributions at end of year | 2019-12-31 | $58,880 |
Participant contributions at beginning of year | 2019-12-31 | $61,308 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $31,424 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $31,424 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $2,877 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $2,877 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $276 |
Administrative expenses (other) incurred | 2019-12-31 | $850 |
Administrative expenses (other) incurred | 2019-12-31 | $850 |
Total non interest bearing cash at end of year | 2019-12-31 | $2,877 |
Total non interest bearing cash at end of year | 2019-12-31 | $2,877 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $276 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $244,884 |
Value of net income/loss | 2019-12-31 | $244,884 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,859,799 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,859,799 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,614,915 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $9,285 |
Investment advisory and management fees | 2019-12-31 | $9,285 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,738,648 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,738,648 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,499,390 |
Interest on participant loans | 2019-12-31 | $4,339 |
Interest on participant loans | 2019-12-31 | $4,339 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $62,271 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $62,271 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $54,217 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $280,311 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $280,311 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,157 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,157 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $8,529 |
Contributions received in cash from employer | 2019-12-31 | $8,529 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $301,258 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $301,258 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm name | 2019-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2019-12-31 | 481246310 |
Accountancy firm EIN | 2019-12-31 | 481246310 |
2018 : SYNERGY SERVICES INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $276 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,493 |
Total income from all sources (including contributions) | 2018-12-31 | $54,299 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $39,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $29,235 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $149,024 |
Value of total assets at end of year | 2018-12-31 | $1,615,191 |
Value of total assets at beginning of year | 2018-12-31 | $1,605,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,048 |
Total interest from all sources | 2018-12-31 | $3,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $101,323 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $101,323 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $127,995 |
Participant contributions at end of year | 2018-12-31 | $61,308 |
Participant contributions at beginning of year | 2018-12-31 | $62,002 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $3,622 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $14,480 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $276 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $5,493 |
Administrative expenses (other) incurred | 2018-12-31 | $675 |
Total non interest bearing cash at end of year | 2018-12-31 | $276 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $211 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $15,016 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,614,915 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,599,899 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $9,373 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,499,390 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,495,387 |
Interest on participant loans | 2018-12-31 | $3,706 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $54,217 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $43,947 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-198,313 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,441 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $6,549 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $223 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $29,235 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2018-12-31 | 481246310 |
2017 : SYNERGY SERVICES INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,493 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,067 |
Total income from all sources (including contributions) | 2017-12-31 | $402,835 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $69,366 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $60,679 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $162,672 |
Value of total assets at end of year | 2017-12-31 | $1,605,392 |
Value of total assets at beginning of year | 2017-12-31 | $1,267,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $8,687 |
Total interest from all sources | 2017-12-31 | $3,503 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $76,618 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $76,618 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $118,789 |
Participant contributions at end of year | 2017-12-31 | $62,002 |
Participant contributions at beginning of year | 2017-12-31 | $32,996 |
Participant contributions at end of year | 2017-12-31 | $3,622 |
Participant contributions at beginning of year | 2017-12-31 | $3,678 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $37,849 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $5,493 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,067 |
Total non interest bearing cash at end of year | 2017-12-31 | $211 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,067 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $333,469 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,599,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,266,430 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $8,687 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,495,387 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,189,052 |
Interest on participant loans | 2017-12-31 | $3,503 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $43,947 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $40,516 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $159,274 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $768 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $6,034 |
Employer contributions (assets) at end of year | 2017-12-31 | $223 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $60,679 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2017-12-31 | 481246310 |
2016 : SYNERGY SERVICES INC. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,067 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $232,132 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $243,983 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $235,217 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $119,237 |
Value of total assets at end of year | 2016-12-31 | $1,267,497 |
Value of total assets at beginning of year | 2016-12-31 | $1,278,281 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $8,766 |
Total interest from all sources | 2016-12-31 | $1,602 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $50,532 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $50,532 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $113,402 |
Participant contributions at end of year | 2016-12-31 | $32,996 |
Participant contributions at beginning of year | 2016-12-31 | $7,037 |
Participant contributions at end of year | 2016-12-31 | $3,678 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $441 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $1,067 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,067 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $253 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-11,851 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,266,430 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,278,281 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $50 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,189,052 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,233,018 |
Interest on participant loans | 2016-12-31 | $1,602 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $40,516 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $37,973 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $60,270 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $491 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $5,394 |
Employer contributions (assets) at end of year | 2016-12-31 | $188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $235,217 |
Contract administrator fees | 2016-12-31 | $8,716 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2016-12-31 | 481246310 |
2015 : SYNERGY SERVICES INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $102,538 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $193,798 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $185,309 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $106,680 |
Value of total assets at end of year | 2015-12-31 | $1,278,281 |
Value of total assets at beginning of year | 2015-12-31 | $1,369,541 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,489 |
Total interest from all sources | 2015-12-31 | $1,017 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $82,784 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $82,784 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $100,212 |
Participant contributions at end of year | 2015-12-31 | $7,037 |
Participant contributions at beginning of year | 2015-12-31 | $35,949 |
Total non interest bearing cash at end of year | 2015-12-31 | $253 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $621 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-91,260 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,278,281 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,369,541 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $7,622 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,233,018 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,292,641 |
Interest on participant loans | 2015-12-31 | $1,017 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $37,973 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $40,330 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-87,848 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-95 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $6,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $185,309 |
Contract administrator fees | 2015-12-31 | $867 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2015-12-31 | 481246310 |
2014 : SYNERGY SERVICES INC. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $176,542 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $44,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $36,489 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $93,522 |
Value of total assets at end of year | 2014-12-31 | $1,369,541 |
Value of total assets at beginning of year | 2014-12-31 | $1,237,420 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $7,932 |
Total interest from all sources | 2014-12-31 | $2,044 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $69,908 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $69,908 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $88,207 |
Participant contributions at end of year | 2014-12-31 | $35,949 |
Participant contributions at beginning of year | 2014-12-31 | $36,454 |
Total non interest bearing cash at end of year | 2014-12-31 | $621 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $584 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $132,121 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,369,541 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,237,420 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $904 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,292,641 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,162,809 |
Interest on participant loans | 2014-12-31 | $2,044 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $40,330 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $37,573 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $8,854 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,214 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $5,315 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $36,489 |
Contract administrator fees | 2014-12-31 | $7,028 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2014-12-31 | 481246310 |
2013 : SYNERGY SERVICES INC. 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $348,528 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $258,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $250,474 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $103,949 |
Value of total assets at end of year | 2013-12-31 | $1,237,420 |
Value of total assets at beginning of year | 2013-12-31 | $1,147,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,122 |
Total interest from all sources | 2013-12-31 | $1,764 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $42,350 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $42,350 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $98,371 |
Participant contributions at end of year | 2013-12-31 | $36,454 |
Participant contributions at beginning of year | 2013-12-31 | $8,738 |
Total non interest bearing cash at end of year | 2013-12-31 | $584 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $174 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $89,932 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,237,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,147,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $70 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,162,809 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,091,527 |
Interest on participant loans | 2013-12-31 | $1,764 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $37,573 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $47,049 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $200,973 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $5,578 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $250,474 |
Contract administrator fees | 2013-12-31 | $8,052 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2013-12-31 | 481246310 |
2012 : SYNERGY SERVICES INC. 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $234,294 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $154,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $146,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $98,779 |
Value of total assets at end of year | 2012-12-31 | $1,147,488 |
Value of total assets at beginning of year | 2012-12-31 | $1,067,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,142 |
Total interest from all sources | 2012-12-31 | $912 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $33,148 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $33,148 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $93,393 |
Participant contributions at end of year | 2012-12-31 | $8,738 |
Participant contributions at beginning of year | 2012-12-31 | $10,805 |
Total non interest bearing cash at end of year | 2012-12-31 | $174 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $647 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $80,043 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,147,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,067,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $6,332 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,091,527 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,007,195 |
Interest on participant loans | 2012-12-31 | $912 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $47,049 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $48,798 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $100,722 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $733 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $5,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $146,109 |
Contract administrator fees | 2012-12-31 | $1,810 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PICKETT, CHANEY & MCMULLEN, LLP |
Accountancy firm EIN | 2012-12-31 | 481246310 |
2011 : SYNERGY SERVICES INC. 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $68,599 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $87,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $81,260 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $113,321 |
Value of total assets at end of year | 2011-12-31 | $1,067,445 |
Value of total assets at beginning of year | 2011-12-31 | $1,086,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,391 |
Total interest from all sources | 2011-12-31 | $618 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $30,331 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $30,331 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $106,647 |
Participant contributions at end of year | 2011-12-31 | $10,805 |
Participant contributions at beginning of year | 2011-12-31 | $19,300 |
Total non interest bearing cash at end of year | 2011-12-31 | $647 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-19,052 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,067,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,086,497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $6,231 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,007,195 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,010,173 |
Interest on participant loans | 2011-12-31 | $618 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $48,798 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $57,024 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-76,784 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $6,674 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $81,260 |
Contract administrator fees | 2011-12-31 | $160 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PICKETT, CHANEY & MCMCULLEN, LLP |
Accountancy firm EIN | 2011-12-31 | 481246310 |
2010 : SYNERGY SERVICES INC. 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
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 | $311,026 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $241,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $234,849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $164,101 |
Value of total assets at end of year | 2010-12-31 | $1,086,497 |
Value of total assets at beginning of year | 2010-12-31 | $1,016,865 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,545 |
Total interest from all sources | 2010-12-31 | $1,713 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $21,116 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $21,116 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $132,253 |
Participant contributions at end of year | 2010-12-31 | $19,300 |
Participant contributions at beginning of year | 2010-12-31 | $26,738 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $69,632 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,086,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,016,865 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $6,085 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,010,173 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $935,536 |
Interest on participant loans | 2010-12-31 | $1,713 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $57,024 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $54,591 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $121,612 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,484 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $31,848 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $234,849 |
Contract administrator fees | 2010-12-31 | $460 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |
2009 : SYNERGY SERVICES INC. 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: SYNERGY SERVICES INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SYNERGY SERVICES INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SYNERGY SERVICES INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SYNERGY SERVICES INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SYNERGY SERVICES INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SYNERGY SERVICES INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SYNERGY SERVICES INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SYNERGY SERVICES INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SYNERGY SERVICES INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SYNERGY SERVICES INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SYNERGY SERVICES INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SYNERGY SERVICES INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SYNERGY SERVICES INC. 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SYNERGY SERVICES INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |