401k Plan data: SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN plan

SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	001

SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

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

Company Name: SYNERGY ENTERPRISES, INC.

Employer identification number (EIN): 750974624

NAIC Classification: 424400

Additional information about SYNERGY ENTERPRISES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1957-07-19

Company Identification Number: 0014096600

Legal Registered Office Address: PO BOX 815069

DALLAS
United States of America (USA)
75381

More information about SYNERGY ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 JOHN CULIN JOHN CULIN 2012-10-09
001 2009-01-01 JOHN CULIN JOHN CULIN 2010-10-15
001 2009-01-01 JOHN CULIN JOHN CULIN 2010-12-09
001 2009-01-01 JOHN CULIN JOHN CULIN 2010-12-09
001 2009-01-01 JOH N CULIN JOH N CULIN 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	JOHN CULIN	JOHN CULIN	2012-10-09
001	2009-01-01	JOHN CULIN	JOHN CULIN	2010-10-15
001	2009-01-01	JOHN CULIN	JOHN CULIN	2010-12-09
001	2009-01-01	JOHN CULIN	JOHN CULIN	2010-12-09
001	2009-01-01	JOH N CULIN	JOH N CULIN	2010-10-15

Plan Statistics for SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2011: SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 140
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 51
Total of all active and inactive participants 2011-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 191
Number of participants with account balances 2011-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 58
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 45
Total of all active and inactive participants 2009-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 103
Number of participants with account balances 2009-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	140
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	51
Total of all active and inactive participants	2011-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	191
Number of participants with account balances	2011-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	58
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	45
Total of all active and inactive participants	2009-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	103
Number of participants with account balances	2009-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2011 : SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-1,113,156
Expenses. Total of all expenses incurred	2011-12-31	$323,910
Benefits paid (including direct rollovers)	2011-12-31	$308,614
Total plan assets at end of year	2011-12-31	$6,656,370
Total plan assets at beginning of year	2011-12-31	$8,093,436
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$380,349
Expenses. Other expenses not covered elsewhere	2011-12-31	$7,860
Contributions received from other sources (not participants or employers)	2011-12-31	$239,622
Other income received	2011-12-31	$-3,011,043
Net income (gross income less expenses)	2011-12-31	$-1,437,066
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,656,370
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,093,436
Assets. Value of participant loans	2011-12-31	$38,163
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$24,875
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$16,050
Assets. Value of employer securities	2011-12-31	$5,201,837
Total contributions received or receivable from employer(s)	2011-12-31	$1,277,916
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$2,820,720
Expenses. Total of all expenses incurred	2010-12-31	$406,214
Benefits paid (including direct rollovers)	2010-12-31	$378,758
Total plan assets at end of year	2010-12-31	$8,081,036
Total plan assets at beginning of year	2010-12-31	$5,666,530
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$198,375
Other income received	2010-12-31	$1,717,838
Net income (gross income less expenses)	2010-12-31	$2,414,506
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,081,036
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,666,530
Assets. Value of participant loans	2010-12-31	$12,400
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$8,990
Assets. Value of employer securities	2010-12-31	$7,275,001
Total contributions received or receivable from employer(s)	2010-12-31	$904,507
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$27,456
2009 : SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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

Form 5500 Responses for SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

2011: SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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
2009: SYNERGY ENTERPRISES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SYNERGY ENTERPRISES, INC.
Employer identification number (EIN):	750974624
NAIC Classification:	424400

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1957-07-19
Company Identification Number:	0014096600
Legal Registered Office Address:	PO BOX 815069 DALLAS United States of America (USA) 75381