Civic Intelligence

SYNERGY INSURANCE GROUP, INC

Plan context: SYNERGY INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-4860800 • Sunrise, FL • 7 filings • 1 plans

1000 Sawgrass Corporate Pkwy Ste 45Sunrise, FL 33323-5803
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$1,158,529

2025 Contributions

$169,790

Historical Graphs

Total Assets Over Time

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

$1,158,529$579,265$0201920222025YearValue
$1,158,529Latest year 2025

Participants Over Time

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

22110201920222025YearValue
19Latest year 2025

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
2025119$1,158,529$169,790$8,936iApproximate average salary by contribution assumption: employee only about $223,408 at 4% or $148,939 at 6%; with 50% employer match about $148,939 at 4% or $99,292 at 6%; with 100% employer match about $111,704 at 4% or $74,469 at 6%.
SYNERGY INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-19$1,158,529$169,790$8,936iApproximate average salary by contribution assumption: employee only about $223,408 at 4% or $148,939 at 6%; with 50% employer match about $148,939 at 4% or $99,292 at 6%; with 100% employer match about $111,704 at 4% or $74,469 at 6%.
2024120$850,550$149,370$7,469iApproximate average salary by contribution assumption: employee only about $186,713 at 4% or $124,475 at 6%; with 50% employer match about $124,475 at 4% or $82,983 at 6%; with 100% employer match about $93,356 at 4% or $62,238 at 6%.
SYNERGY INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-20$850,550$149,370$7,469iApproximate average salary by contribution assumption: employee only about $186,713 at 4% or $124,475 at 6%; with 50% employer match about $124,475 at 4% or $82,983 at 6%; with 100% employer match about $93,356 at 4% or $62,238 at 6%.
2023121$635,745$132,652$6,317iApproximate average salary by contribution assumption: employee only about $157,919 at 4% or $105,279 at 6%; with 50% employer match about $105,279 at 4% or $70,186 at 6%; with 100% employer match about $78,960 at 4% or $52,640 at 6%.
SYNERGY INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-21$635,745$132,652$6,317iApproximate average salary by contribution assumption: employee only about $157,919 at 4% or $105,279 at 6%; with 50% employer match about $105,279 at 4% or $70,186 at 6%; with 100% employer match about $78,960 at 4% or $52,640 at 6%.
2022121$446,162$137,319$6,539iApproximate average salary by contribution assumption: employee only about $163,475 at 4% or $108,983 at 6%; with 50% employer match about $108,983 at 4% or $72,656 at 6%; with 100% employer match about $81,738 at 4% or $54,492 at 6%.
SYNERGY INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-21$446,162$137,319$6,539iApproximate average salary by contribution assumption: employee only about $163,475 at 4% or $108,983 at 6%; with 50% employer match about $108,983 at 4% or $72,656 at 6%; with 100% employer match about $81,738 at 4% or $54,492 at 6%.
2021122$388,364$137,260$6,239iApproximate average salary by contribution assumption: employee only about $155,977 at 4% or $103,985 at 6%; with 50% employer match about $103,985 at 4% or $69,323 at 6%; with 100% employer match about $77,989 at 4% or $51,992 at 6%.
SYNERGY INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-22$388,364$137,260$6,239iApproximate average salary by contribution assumption: employee only about $155,977 at 4% or $103,985 at 6%; with 50% employer match about $103,985 at 4% or $69,323 at 6%; with 100% employer match about $77,989 at 4% or $51,992 at 6%.
2020122$223,544$139,893$6,359iApproximate average salary by contribution assumption: employee only about $158,969 at 4% or $105,980 at 6%; with 50% employer match about $105,980 at 4% or $70,653 at 6%; with 100% employer match about $79,485 at 4% or $52,990 at 6%.
SYNERGY INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-22$223,544$139,893$6,359iApproximate average salary by contribution assumption: employee only about $158,969 at 4% or $105,980 at 6%; with 50% employer match about $105,980 at 4% or $70,653 at 6%; with 100% employer match about $79,485 at 4% or $52,990 at 6%.
2019121$58,141$56,151$2,674iApproximate average salary by contribution assumption: employee only about $66,846 at 4% or $44,564 at 6%; with 50% employer match about $44,564 at 4% or $29,710 at 6%; with 100% employer match about $33,423 at 4% or $22,282 at 6%.
SYNERGY INSURANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-21$58,141$56,151$2,674iApproximate average salary by contribution assumption: employee only about $66,846 at 4% or $44,564 at 6%; with 50% employer match about $44,564 at 4% or $29,710 at 6%; with 100% employer match about $33,423 at 4% or $22,282 at 6%.