Civic Intelligence

Synergy Wealth Partners LLP

Plan context: Synergy Wealth Partners LLP 401(K) Profit Sharing Plan

EIN 20-5794161 • Houston, TX • 10 filings • 1 plans

2204 Louisiana, Ste. 233Houston, TX 77002-8655
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$761,912

2018 Contributions

$40,778

Historical Graphs

Total Assets Over Time

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

$822,736$411,368$0200920142018YearValue
$761,912Latest year 2018

Participants Over Time

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

530200920142018YearValue
4Latest year 2018

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
201814$761,912$40,778$10,195iApproximate average salary by contribution assumption: employee only about $254,863 at 4% or $169,908 at 6%; with 50% employer match about $169,908 at 4% or $113,272 at 6%; with 100% employer match about $127,431 at 4% or $84,954 at 6%.
Synergy Wealth Partners LLP 401(K) Profit Sharing Plan-4$761,912$40,778$10,195iApproximate average salary by contribution assumption: employee only about $254,863 at 4% or $169,908 at 6%; with 50% employer match about $169,908 at 4% or $113,272 at 6%; with 100% employer match about $127,431 at 4% or $84,954 at 6%.
201714$822,736$40,643$10,161iApproximate average salary by contribution assumption: employee only about $254,019 at 4% or $169,346 at 6%; with 50% employer match about $169,346 at 4% or $112,897 at 6%; with 100% employer match about $127,009 at 4% or $84,673 at 6%.
Synergy Wealth Partners LLP 401(K) Profit Sharing Plan-4$822,736$40,643$10,161iApproximate average salary by contribution assumption: employee only about $254,019 at 4% or $169,346 at 6%; with 50% employer match about $169,346 at 4% or $112,897 at 6%; with 100% employer match about $127,009 at 4% or $84,673 at 6%.
201614$670,952$40,495$10,124iApproximate average salary by contribution assumption: employee only about $253,094 at 4% or $168,729 at 6%; with 50% employer match about $168,729 at 4% or $112,486 at 6%; with 100% employer match about $126,547 at 4% or $84,365 at 6%.
Synergy Wealth Partners LLP 401(K) Profit Sharing Plan-4$670,952$40,495$10,124iApproximate average salary by contribution assumption: employee only about $253,094 at 4% or $168,729 at 6%; with 50% employer match about $168,729 at 4% or $112,486 at 6%; with 100% employer match about $126,547 at 4% or $84,365 at 6%.
201513$560,647$39,900$13,300iApproximate average salary by contribution assumption: employee only about $332,500 at 4% or $221,667 at 6%; with 50% employer match about $221,667 at 4% or $147,778 at 6%; with 100% employer match about $166,250 at 4% or $110,833 at 6%.
Synergy Wealth Partners LLP 401(K) Profit Sharing Plan-3$560,647$39,900$13,300iApproximate average salary by contribution assumption: employee only about $332,500 at 4% or $221,667 at 6%; with 50% employer match about $221,667 at 4% or $147,778 at 6%; with 100% employer match about $166,250 at 4% or $110,833 at 6%.
201413$549,016$36,940$12,313iApproximate average salary by contribution assumption: employee only about $307,833 at 4% or $205,222 at 6%; with 50% employer match about $205,222 at 4% or $136,815 at 6%; with 100% employer match about $153,917 at 4% or $102,611 at 6%.
Synergy Wealth Partners LLP 401(K) Profit Sharing Plan-3$549,016$36,940$12,313iApproximate average salary by contribution assumption: employee only about $307,833 at 4% or $205,222 at 6%; with 50% employer match about $205,222 at 4% or $136,815 at 6%; with 100% employer match about $153,917 at 4% or $102,611 at 6%.
201313$492,758$39,493$13,164iApproximate average salary by contribution assumption: employee only about $329,108 at 4% or $219,406 at 6%; with 50% employer match about $219,406 at 4% or $146,270 at 6%; with 100% employer match about $164,554 at 4% or $109,703 at 6%.
Synergy Wealth Partners LLP 401(K) Profit Sharing Plan-3$492,758$39,493$13,164iApproximate average salary by contribution assumption: employee only about $329,108 at 4% or $219,406 at 6%; with 50% employer match about $219,406 at 4% or $146,270 at 6%; with 100% employer match about $164,554 at 4% or $109,703 at 6%.
201213$369,074$57,782$19,261iApproximate average salary by contribution assumption: employee only about $481,517 at 4% or $321,011 at 6%; with 50% employer match about $321,011 at 4% or $214,007 at 6%; with 100% employer match about $240,758 at 4% or $160,506 at 6%.
Synergy Wealth Partners LLP 401(K) Profit Sharing Plan-3$369,074$57,782$19,261iApproximate average salary by contribution assumption: employee only about $481,517 at 4% or $321,011 at 6%; with 50% employer match about $321,011 at 4% or $214,007 at 6%; with 100% employer match about $240,758 at 4% or $160,506 at 6%.
201113$266,607$34,305$11,435iApproximate average salary by contribution assumption: employee only about $285,875 at 4% or $190,583 at 6%; with 50% employer match about $190,583 at 4% or $127,056 at 6%; with 100% employer match about $142,938 at 4% or $95,292 at 6%.
Synergy Wealth Partners LLP 401(K) Profit Sharing Plan-3$266,607$34,305$11,435iApproximate average salary by contribution assumption: employee only about $285,875 at 4% or $190,583 at 6%; with 50% employer match about $190,583 at 4% or $127,056 at 6%; with 100% employer match about $142,938 at 4% or $95,292 at 6%.
201015$242,688$32,553$6,511iApproximate average salary by contribution assumption: employee only about $162,765 at 4% or $108,510 at 6%; with 50% employer match about $108,510 at 4% or $72,340 at 6%; with 100% employer match about $81,383 at 4% or $54,255 at 6%.
Synergy Wealth Partners LLP 401(K) Profit Sharing Plan-5$242,688$32,553$6,511iApproximate average salary by contribution assumption: employee only about $162,765 at 4% or $108,510 at 6%; with 50% employer match about $108,510 at 4% or $72,340 at 6%; with 100% employer match about $81,383 at 4% or $54,255 at 6%.
200915$188,848$31,301$6,260iApproximate average salary by contribution assumption: employee only about $156,505 at 4% or $104,337 at 6%; with 50% employer match about $104,337 at 4% or $69,558 at 6%; with 100% employer match about $78,253 at 4% or $52,168 at 6%.
Synergy Wealth Partners LLP 401(K) Profit Sharing Plan-5$188,848$31,301$6,260iApproximate average salary by contribution assumption: employee only about $156,505 at 4% or $104,337 at 6%; with 50% employer match about $104,337 at 4% or $69,558 at 6%; with 100% employer match about $78,253 at 4% or $52,168 at 6%.