401k Plan data: SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN plan

SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN 401k Plan overview

Plan Name	SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN
Plan identification number	001

SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SYNERGY BUSINESS INNOVATION AND has sponsored the creation of one or more 401k plans.

Company Name: SYNERGY BUSINESS INNOVATION AND

Employer identification number (EIN): 841698665

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN

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 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ERIC DOSSER 2019-06-27
001 2017-01-01 ERIC DOSSER 2018-09-05
001 2016-01-01 AARON COOPER 2017-06-28
001 2015-01-01 AARON COOPER 2016-09-06
001 2014-01-01 AARON COOPER 2015-05-30
001 2013-01-01 AARON COOPER 2014-04-29
001 2012-01-01 AARON COOPER 2013-06-03
001 2011-01-01 AARON COOPER 2012-08-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ERIC DOSSER	2019-06-27
001	2017-01-01	ERIC DOSSER	2018-09-05
001	2016-01-01	AARON COOPER	2017-06-28
001	2015-01-01	AARON COOPER	2016-09-06
001	2014-01-01	AARON COOPER	2015-05-30
001	2013-01-01	AARON COOPER	2014-04-29
001	2012-01-01	AARON COOPER	2013-06-03
001	2011-01-01	AARON COOPER	2012-08-02

Plan Statistics for SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN

401k plan membership statisitcs for SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN

Measure Date Value
2022: SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 333
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 507
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 79
Total of all active and inactive participants 2022-01-01 586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 586
Number of participants with account balances 2022-01-01 379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 262
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 71
Total of all active and inactive participants 2021-01-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 333
Number of participants with account balances 2021-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 219
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 69
Total of all active and inactive participants 2020-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 288
Number of participants with account balances 2020-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 169
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 58
Total of all active and inactive participants 2019-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 227
Number of participants with account balances 2019-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	333
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	507
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	79
Total of all active and inactive participants	2022-01-01	586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	586
Number of participants with account balances	2022-01-01	379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	262
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	71
Total of all active and inactive participants	2021-01-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	333
Number of participants with account balances	2021-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	219
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	69
Total of all active and inactive participants	2020-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	288
Number of participants with account balances	2020-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	169
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	58
Total of all active and inactive participants	2019-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	227
Number of participants with account balances	2019-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN

Measure	Date	Value
2022 : SYNERGY BUSINESS INNOVATION 401(K) P/S 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$4,167,849
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,143,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,109,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,589,132
Value of total assets at end of year	2022-12-31	$16,394,038
Value of total assets at beginning of year	2022-12-31	$13,369,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$34,190
Total interest from all sources	2022-12-31	$5,803
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$266,488
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	$266,488
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	$3,030,566
Participant contributions at end of year	2022-12-31	$153,112
Participant contributions at beginning of year	2022-12-31	$123,760
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,805,264
Other income not declared elsewhere	2022-12-31	$-1,536
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	$3,024,559
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,394,038
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,369,479
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	$30,298
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$15,190,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,999,030
Interest on participant loans	2022-12-31	$5,803
Value of interest in common/collective trusts at end of year	2022-12-31	$1,050,174
Value of interest in common/collective trusts at beginning of year	2022-12-31	$246,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,699,178
Net investment gain or loss from common/collective trusts	2022-12-31	$7,140
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	Yes
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	$1,753,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,109,100
Contract administrator fees	2022-12-31	$3,892
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	WALTERS'S AND ASSOCIATES, CPA'S
Accountancy firm EIN	2022-12-31	593618759
2021 : SYNERGY BUSINESS INNOVATION 401(K) P/S 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,639,667
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,343,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,328,790
Value of total corrective distributions	2021-12-31	$7,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,954,520
Value of total assets at end of year	2021-12-31	$13,369,479
Value of total assets at beginning of year	2021-12-31	$9,073,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,409
Total interest from all sources	2021-12-31	$3,827
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$308,160
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	$308,160
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	$2,172,300
Participant contributions at end of year	2021-12-31	$123,760
Participant contributions at beginning of year	2021-12-31	$55,715
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$492,392
Other income not declared elsewhere	2021-12-31	$3,932
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	$4,296,330
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,369,479
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,073,149
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	$4,361
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,999,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,017,434
Interest on participant loans	2021-12-31	$3,827
Value of interest in common/collective trusts at end of year	2021-12-31	$246,689
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,368,269
Net investment gain or loss from common/collective trusts	2021-12-31	$959
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	$1,289,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,328,790
Contract administrator fees	2021-12-31	$3,048
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	WALTERS'S AND ASSOCIATES, CPA'S
Accountancy firm EIN	2021-12-31	593618759
2020 : SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,121,003
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$845,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$837,991
Expenses. Certain deemed distributions of participant loans	2020-12-31	$361
Value of total corrective distributions	2020-12-31	$4,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,889,957
Value of total assets at end of year	2020-12-31	$9,073,149
Value of total assets at beginning of year	2020-12-31	$5,797,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,811
Total interest from all sources	2020-12-31	$1,677
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$174,687
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	$174,687
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	$1,693,195
Participant contributions at end of year	2020-12-31	$55,715
Participant contributions at beginning of year	2020-12-31	$2,220
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$202,191
Other income not declared elsewhere	2020-12-31	$453
Administrative expenses (other) incurred	2020-12-31	$2,811
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	$3,275,680
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,073,149
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,797,469
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,017,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,795,249
Interest on participant loans	2020-12-31	$1,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,054,229
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	$994,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$837,991
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	WALTERS'S AND ASSOCIATES, CPA'S
Accountancy firm EIN	2020-12-31	593618759
2019 : SYNERGY BUSINESS INNOVATION 401(K) P/S 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 transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,148,441
Total income from all sources (including contributions)	2019-12-31	$3,148,441
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	$1,397,035
Total of all expenses incurred	2019-12-31	$1,397,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,389,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,389,853
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,542
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,059,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,059,174
Value of total assets at end of year	2019-12-31	$5,797,469
Value of total assets at end of year	2019-12-31	$5,797,469
Value of total assets at beginning of year	2019-12-31	$4,046,063
Value of total assets at beginning of year	2019-12-31	$4,046,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,640
Total interest from all sources	2019-12-31	$1,798
Total interest from all sources	2019-12-31	$1,798
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$125,716
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$125,716
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	$125,716
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$125,716
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	$405,000
Value of fidelity bond cover	2019-12-31	$405,000
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	$1,027,157
Contributions received from participants	2019-12-31	$1,027,157
Participant contributions at end of year	2019-12-31	$2,220
Participant contributions at end of year	2019-12-31	$2,220
Participant contributions at beginning of year	2019-12-31	$44,192
Participant contributions at beginning of year	2019-12-31	$44,192
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$500,193
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$500,193
Administrative expenses (other) incurred	2019-12-31	$1,640
Administrative expenses (other) incurred	2019-12-31	$1,640
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	$1,751,406
Value of net income/loss	2019-12-31	$1,751,406
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,797,469
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,797,469
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,046,063
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,046,063
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,795,249
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,795,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,001,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,001,871
Interest on participant loans	2019-12-31	$1,798
Interest on participant loans	2019-12-31	$1,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$961,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$961,753
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	$531,824
Contributions received in cash from employer	2019-12-31	$531,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,389,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,389,853
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	E.COHEN & COMPANY, CPAS
Accountancy firm name	2019-12-31	E.COHEN & COMPANY, CPAS
Accountancy firm EIN	2019-12-31	521754364
Accountancy firm EIN	2019-12-31	521754364

Form 5500 Responses for SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN

2022: SYNERGY BUSINESS INNOVATION 401(K) P/S 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SYNERGY BUSINESS INNOVATION 401(K) P/S 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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 BUSINESS INNOVATION 401(K) P/S 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SYNERGY BUSINESS INNOVATION AND
Employer identification number (EIN):	841698665
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services