Civic Intelligence

Synergy Benefit Advisors Inc.

Plan context: Synergy Benefit Advisors Inc. Defined Benefit Plan

EIN 20-0497087 • Cary, NC • 10 filings • 2 plans

636 Angelica CircleCary, NC 27518
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,821,636

2024 Contributions

$201,384

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,821,636$910,818$0201620202024YearValue
$1,821,636Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

210201620202024YearValue
2Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202422$1,821,636$201,384$100,692iApproximate average salary by contribution assumption: employee only about $2,517,300 at 4% or $1,678,200 at 6%; with 50% employer match about $1,678,200 at 4% or $1,118,800 at 6%; with 100% employer match about $1,258,650 at 4% or $839,100 at 6%.
Synergy Benefit Advisors Inc. Defined Benefit Plan-2$1,780,491$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
SYNERGY BENEFIT ADVISORS, INC. 401(K) PROFIT SHARING PLAN-2$41,145$41,384$20,692iApproximate average salary by contribution assumption: employee only about $517,300 at 4% or $344,867 at 6%; with 50% employer match about $344,867 at 4% or $229,911 at 6%; with 100% employer match about $258,650 at 4% or $172,433 at 6%.
202312$1,495,848$223,874$111,937iApproximate average salary by contribution assumption: employee only about $2,798,425 at 4% or $1,865,617 at 6%; with 50% employer match about $1,865,617 at 4% or $1,243,744 at 6%; with 100% employer match about $1,399,213 at 4% or $932,808 at 6%.
Synergy Benefit Advisors Inc. Defined Benefit Plan-2$1,495,848$223,874$111,937iApproximate average salary by contribution assumption: employee only about $2,798,425 at 4% or $1,865,617 at 6%; with 50% employer match about $1,865,617 at 4% or $1,243,744 at 6%; with 100% employer match about $1,399,213 at 4% or $932,808 at 6%.
202212$1,124,195$194,497$97,249iApproximate average salary by contribution assumption: employee only about $2,431,213 at 4% or $1,620,808 at 6%; with 50% employer match about $1,620,808 at 4% or $1,080,539 at 6%; with 100% employer match about $1,215,606 at 4% or $810,404 at 6%.
Synergy Benefit Advisors Inc. Defined Benefit Plan-2$1,124,195$194,497$97,249iApproximate average salary by contribution assumption: employee only about $2,431,213 at 4% or $1,620,808 at 6%; with 50% employer match about $1,620,808 at 4% or $1,080,539 at 6%; with 100% employer match about $1,215,606 at 4% or $810,404 at 6%.
202112$1,154,235$213,874$106,937iApproximate average salary by contribution assumption: employee only about $2,673,425 at 4% or $1,782,283 at 6%; with 50% employer match about $1,782,283 at 4% or $1,188,189 at 6%; with 100% employer match about $1,336,713 at 4% or $891,142 at 6%.
Synergy Benefit Advisors Inc. Defined Benefit Plan-2$1,154,235$213,874$106,937iApproximate average salary by contribution assumption: employee only about $2,673,425 at 4% or $1,782,283 at 6%; with 50% employer match about $1,782,283 at 4% or $1,188,189 at 6%; with 100% employer match about $1,336,713 at 4% or $891,142 at 6%.
202012$869,413$163,874$81,937iApproximate average salary by contribution assumption: employee only about $2,048,425 at 4% or $1,365,617 at 6%; with 50% employer match about $1,365,617 at 4% or $910,411 at 6%; with 100% employer match about $1,024,213 at 4% or $682,808 at 6%.
Synergy Benefit Advisors Inc. Defined Benefit Plan-2$869,413$163,874$81,937iApproximate average salary by contribution assumption: employee only about $2,048,425 at 4% or $1,365,617 at 6%; with 50% employer match about $1,365,617 at 4% or $910,411 at 6%; with 100% employer match about $1,024,213 at 4% or $682,808 at 6%.
201912$621,020$164,874$82,437iApproximate average salary by contribution assumption: employee only about $2,060,925 at 4% or $1,373,950 at 6%; with 50% employer match about $1,373,950 at 4% or $915,967 at 6%; with 100% employer match about $1,030,463 at 4% or $686,975 at 6%.
Synergy Benefit Advisors Inc. Defined Benefit Plan-2$621,020$164,874$82,437iApproximate average salary by contribution assumption: employee only about $2,060,925 at 4% or $1,373,950 at 6%; with 50% employer match about $1,373,950 at 4% or $915,967 at 6%; with 100% employer match about $1,030,463 at 4% or $686,975 at 6%.
201812$393,850$159,420$79,710iApproximate average salary by contribution assumption: employee only about $1,992,750 at 4% or $1,328,500 at 6%; with 50% employer match about $1,328,500 at 4% or $885,667 at 6%; with 100% employer match about $996,375 at 4% or $664,250 at 6%.
Synergy Benefit Advisors Inc. Defined Benefit Plan-2$393,850$159,420$79,710iApproximate average salary by contribution assumption: employee only about $1,992,750 at 4% or $1,328,500 at 6%; with 50% employer match about $1,328,500 at 4% or $885,667 at 6%; with 100% employer match about $996,375 at 4% or $664,250 at 6%.
201712$263,181$149,328$74,664iApproximate average salary by contribution assumption: employee only about $1,866,600 at 4% or $1,244,400 at 6%; with 50% employer match about $1,244,400 at 4% or $829,600 at 6%; with 100% employer match about $933,300 at 4% or $622,200 at 6%.
Synergy Benefit Advisors Inc. Defined Benefit Plan-2$263,181$149,328$74,664iApproximate average salary by contribution assumption: employee only about $1,866,600 at 4% or $1,244,400 at 6%; with 50% employer match about $1,244,400 at 4% or $829,600 at 6%; with 100% employer match about $933,300 at 4% or $622,200 at 6%.
201612$99,973$122,221$61,111iApproximate average salary by contribution assumption: employee only about $1,527,763 at 4% or $1,018,508 at 6%; with 50% employer match about $1,018,508 at 4% or $679,006 at 6%; with 100% employer match about $763,881 at 4% or $509,254 at 6%.
Synergy Benefit Advisors Inc. Defined Benefit Plan-2$99,973$122,221$61,111iApproximate average salary by contribution assumption: employee only about $1,527,763 at 4% or $1,018,508 at 6%; with 50% employer match about $1,018,508 at 4% or $679,006 at 6%; with 100% employer match about $763,881 at 4% or $509,254 at 6%.