Civic Intelligence

Symphony Management LLC

Plan context: Symphony Management Cash Balance Plan

EIN 26-3627285 • Coral Springs, FL • 20 filings • 2 plans

10100 NW 33rd StreetCoral Springs, FL 33065
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$6,725,651

2025 Contributions

$213,332

Historical Graphs

Total Assets Over Time

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

$6,725,651$3,362,826$0201620212025YearValue
$6,725,651Latest year 2025

Participants Over Time

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

1370201620212025YearValue
10Latest 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
2025210$6,725,651$213,332$21,333iApproximate average salary by contribution assumption: employee only about $533,330 at 4% or $355,553 at 6%; with 50% employer match about $355,553 at 4% or $237,036 at 6%; with 100% employer match about $266,665 at 4% or $177,777 at 6%.
Symphony Management Cash Balance Plan-8$4,790,278--
SYMPHONY MANAGEMENT 401(K) PLAN-10$1,935,373$213,332$21,333iApproximate average salary by contribution assumption: employee only about $533,330 at 4% or $355,553 at 6%; with 50% employer match about $355,553 at 4% or $237,036 at 6%; with 100% employer match about $266,665 at 4% or $177,777 at 6%.
2024212$5,539,074$574,987$47,916iApproximate average salary by contribution assumption: employee only about $1,197,890 at 4% or $798,593 at 6%; with 50% employer match about $798,593 at 4% or $532,395 at 6%; with 100% employer match about $598,945 at 4% or $399,297 at 6%.
Symphony Management Cash Balance Plan-8$4,070,377$414,452$51,807iApproximate average salary by contribution assumption: employee only about $1,295,163 at 4% or $863,442 at 6%; with 50% employer match about $863,442 at 4% or $575,628 at 6%; with 100% employer match about $647,581 at 4% or $431,721 at 6%.
SYMPHONY MANAGEMENT 401(K) PLAN-12$1,468,697$160,535$13,378iApproximate average salary by contribution assumption: employee only about $334,448 at 4% or $222,965 at 6%; with 50% employer match about $222,965 at 4% or $148,644 at 6%; with 100% employer match about $167,224 at 4% or $111,483 at 6%.
2023212$4,312,226$567,639$47,303iApproximate average salary by contribution assumption: employee only about $1,182,581 at 4% or $788,388 at 6%; with 50% employer match about $788,388 at 4% or $525,592 at 6%; with 100% employer match about $591,291 at 4% or $394,194 at 6%.
Symphony Management Cash Balance Plan-7$3,078,586$388,735$55,534iApproximate average salary by contribution assumption: employee only about $1,388,339 at 4% or $925,560 at 6%; with 50% employer match about $925,560 at 4% or $617,040 at 6%; with 100% employer match about $694,170 at 4% or $462,780 at 6%.
SYMPHONY MANAGEMENT 401(K) PLAN-12$1,233,640$178,904$14,909iApproximate average salary by contribution assumption: employee only about $372,717 at 4% or $248,478 at 6%; with 50% employer match about $248,478 at 4% or $165,652 at 6%; with 100% employer match about $186,358 at 4% or $124,239 at 6%.
2022213$3,136,661$524,345$40,334iApproximate average salary by contribution assumption: employee only about $1,008,356 at 4% or $672,237 at 6%; with 50% employer match about $672,237 at 4% or $448,158 at 6%; with 100% employer match about $504,178 at 4% or $336,119 at 6%.
Symphony Management Cash Balance Plan-9$2,186,945$370,357$41,151iApproximate average salary by contribution assumption: employee only about $1,028,769 at 4% or $685,846 at 6%; with 50% employer match about $685,846 at 4% or $457,231 at 6%; with 100% employer match about $514,385 at 4% or $342,923 at 6%.
SYMPHONY MANAGEMENT 401(K) PLAN-13$949,716$153,988$11,845iApproximate average salary by contribution assumption: employee only about $296,131 at 4% or $197,421 at 6%; with 50% employer match about $197,421 at 4% or $131,614 at 6%; with 100% employer match about $148,065 at 4% or $98,710 at 6%.
202129$3,057,732$412,292$45,810iApproximate average salary by contribution assumption: employee only about $1,145,256 at 4% or $763,504 at 6%; with 50% employer match about $763,504 at 4% or $509,002 at 6%; with 100% employer match about $572,628 at 4% or $381,752 at 6%.
Symphony Management Cash Balance Plan-4$2,131,336$270,394$67,599iApproximate average salary by contribution assumption: employee only about $1,689,963 at 4% or $1,126,642 at 6%; with 50% employer match about $1,126,642 at 4% or $751,094 at 6%; with 100% employer match about $844,981 at 4% or $563,321 at 6%.
SYMPHONY MANAGEMENT 401(K) PLAN-9$926,396$141,898$15,766iApproximate average salary by contribution assumption: employee only about $394,161 at 4% or $262,774 at 6%; with 50% employer match about $262,774 at 4% or $175,183 at 6%; with 100% employer match about $197,081 at 4% or $131,387 at 6%.
202028$2,395,868$502,008$62,751iApproximate average salary by contribution assumption: employee only about $1,568,775 at 4% or $1,045,850 at 6%; with 50% employer match about $1,045,850 at 4% or $697,233 at 6%; with 100% employer match about $784,388 at 4% or $522,925 at 6%.
Symphony Management Cash Balance Plan-5$1,693,532$365,066$73,013iApproximate average salary by contribution assumption: employee only about $1,825,330 at 4% or $1,216,887 at 6%; with 50% employer match about $1,216,887 at 4% or $811,258 at 6%; with 100% employer match about $912,665 at 4% or $608,443 at 6%.
SYMPHONY MANAGEMENT 401(K) PLAN-8$702,336$136,942$17,118iApproximate average salary by contribution assumption: employee only about $427,944 at 4% or $285,296 at 6%; with 50% employer match about $285,296 at 4% or $190,197 at 6%; with 100% employer match about $213,972 at 4% or $142,648 at 6%.
201926$1,768,690$443,043$73,841iApproximate average salary by contribution assumption: employee only about $1,846,013 at 4% or $1,230,675 at 6%; with 50% employer match about $1,230,675 at 4% or $820,450 at 6%; with 100% employer match about $923,006 at 4% or $615,338 at 6%.
Symphony Management Cash Balance Plan-4$1,270,451$316,529$79,132iApproximate average salary by contribution assumption: employee only about $1,978,306 at 4% or $1,318,871 at 6%; with 50% employer match about $1,318,871 at 4% or $879,247 at 6%; with 100% employer match about $989,153 at 4% or $659,435 at 6%.
SYMPHONY MANAGEMENT 401(K) PLAN-6$498,239$126,514$21,086iApproximate average salary by contribution assumption: employee only about $527,142 at 4% or $351,428 at 6%; with 50% employer match about $351,428 at 4% or $234,285 at 6%; with 100% employer match about $263,571 at 4% or $175,714 at 6%.
201827$1,090,899$430,278$61,468iApproximate average salary by contribution assumption: employee only about $1,536,707 at 4% or $1,024,471 at 6%; with 50% employer match about $1,024,471 at 4% or $682,981 at 6%; with 100% employer match about $768,354 at 4% or $512,236 at 6%.
Symphony Management Cash Balance Plan-4$773,456$302,420$75,605iApproximate average salary by contribution assumption: employee only about $1,890,125 at 4% or $1,260,083 at 6%; with 50% employer match about $1,260,083 at 4% or $840,056 at 6%; with 100% employer match about $945,063 at 4% or $630,042 at 6%.
SYMPHONY MANAGEMENT 401(K) PLAN-7$317,443$127,858$18,265iApproximate average salary by contribution assumption: employee only about $456,636 at 4% or $304,424 at 6%; with 50% employer match about $304,424 at 4% or $202,949 at 6%; with 100% employer match about $228,318 at 4% or $152,212 at 6%.
201726$665,726$360,315$60,053iApproximate average salary by contribution assumption: employee only about $1,501,313 at 4% or $1,000,875 at 6%; with 50% employer match about $1,000,875 at 4% or $667,250 at 6%; with 100% employer match about $750,656 at 4% or $500,438 at 6%.
Symphony Management Cash Balance Plan-5$467,365$251,396$50,279iApproximate average salary by contribution assumption: employee only about $1,256,980 at 4% or $837,987 at 6%; with 50% employer match about $837,987 at 4% or $558,658 at 6%; with 100% employer match about $628,490 at 4% or $418,993 at 6%.
SYMPHONY MANAGEMENT 401(K) PLAN-6$198,361$108,919$18,153iApproximate average salary by contribution assumption: employee only about $453,829 at 4% or $302,553 at 6%; with 50% employer match about $302,553 at 4% or $201,702 at 6%; with 100% employer match about $226,915 at 4% or $151,276 at 6%.
201627$299,533$299,533$42,790iApproximate average salary by contribution assumption: employee only about $1,069,761 at 4% or $713,174 at 6%; with 50% employer match about $713,174 at 4% or $475,449 at 6%; with 100% employer match about $534,880 at 4% or $356,587 at 6%.
Symphony Management Cash Balance Plan-7$215,784$215,784$30,826iApproximate average salary by contribution assumption: employee only about $770,657 at 4% or $513,771 at 6%; with 50% employer match about $513,771 at 4% or $342,514 at 6%; with 100% employer match about $385,329 at 4% or $256,886 at 6%.
SYMPHONY MANAGEMENT 401(K) PLAN-6$83,749$83,749$13,958iApproximate average salary by contribution assumption: employee only about $348,954 at 4% or $232,636 at 6%; with 50% employer match about $232,636 at 4% or $155,091 at 6%; with 100% employer match about $174,477 at 4% or $116,318 at 6%.