Civic Intelligence

Wm Synergy LLC

Plan context: Wm Synergy LLC 401(K) Profit Sharing Plan

EIN 33-1070746 • Houston, TX • 19 filings • 6 plans

1717 Saint James Place,Suite 600Houston, TX 77056
Current Snapshot

Latest Year

2024

2024 Participants

131

2024 Assets

$15,024,195

2024 Contributions

$1,630,549

Historical Graphs

Total Assets Over Time

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

$15,024,195$7,512,098$0200620152024YearValue
$15,024,195Latest year 2024

Participants Over Time

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

131660200620152024YearValue
131Latest 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
20241131$15,024,195$1,630,549$12,447iApproximate average salary by contribution assumption: employee only about $311,173 at 4% or $207,449 at 6%; with 50% employer match about $207,449 at 4% or $138,299 at 6%; with 100% employer match about $155,587 at 4% or $103,724 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-131$15,024,195$1,630,549$12,447iApproximate average salary by contribution assumption: employee only about $311,173 at 4% or $207,449 at 6%; with 50% employer match about $207,449 at 4% or $138,299 at 6%; with 100% employer match about $155,587 at 4% or $103,724 at 6%.
2023147$5,194,212$392,199$8,345iApproximate average salary by contribution assumption: employee only about $208,616 at 4% or $139,078 at 6%; with 50% employer match about $139,078 at 4% or $92,718 at 6%; with 100% employer match about $104,308 at 4% or $69,539 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-47$5,194,212$392,199$8,345iApproximate average salary by contribution assumption: employee only about $208,616 at 4% or $139,078 at 6%; with 50% employer match about $139,078 at 4% or $92,718 at 6%; with 100% employer match about $104,308 at 4% or $69,539 at 6%.
2022145$3,881,134$303,100$6,736iApproximate average salary by contribution assumption: employee only about $168,389 at 4% or $112,259 at 6%; with 50% employer match about $112,259 at 4% or $74,840 at 6%; with 100% employer match about $84,194 at 4% or $56,130 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-45$3,881,134$303,100$6,736iApproximate average salary by contribution assumption: employee only about $168,389 at 4% or $112,259 at 6%; with 50% employer match about $112,259 at 4% or $74,840 at 6%; with 100% employer match about $84,194 at 4% or $56,130 at 6%.
2021147$4,917,521$423,239$9,005iApproximate average salary by contribution assumption: employee only about $225,127 at 4% or $150,085 at 6%; with 50% employer match about $150,085 at 4% or $100,057 at 6%; with 100% employer match about $112,564 at 4% or $75,042 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-47$4,917,521$423,239$9,005iApproximate average salary by contribution assumption: employee only about $225,127 at 4% or $150,085 at 6%; with 50% employer match about $150,085 at 4% or $100,057 at 6%; with 100% employer match about $112,564 at 4% or $75,042 at 6%.
2020142$3,871,700$317,912$7,569iApproximate average salary by contribution assumption: employee only about $189,233 at 4% or $126,156 at 6%; with 50% employer match about $126,156 at 4% or $84,104 at 6%; with 100% employer match about $94,617 at 4% or $63,078 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-42$3,871,700$317,912$7,569iApproximate average salary by contribution assumption: employee only about $189,233 at 4% or $126,156 at 6%; with 50% employer match about $126,156 at 4% or $84,104 at 6%; with 100% employer match about $94,617 at 4% or $63,078 at 6%.
2019141$2,977,512$319,395$7,790iApproximate average salary by contribution assumption: employee only about $194,753 at 4% or $129,835 at 6%; with 50% employer match about $129,835 at 4% or $86,557 at 6%; with 100% employer match about $97,377 at 4% or $64,918 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-41$2,977,512$319,395$7,790iApproximate average salary by contribution assumption: employee only about $194,753 at 4% or $129,835 at 6%; with 50% employer match about $129,835 at 4% or $86,557 at 6%; with 100% employer match about $97,377 at 4% or $64,918 at 6%.
2018139$2,239,990$281,777$7,225iApproximate average salary by contribution assumption: employee only about $180,626 at 4% or $120,418 at 6%; with 50% employer match about $120,418 at 4% or $80,278 at 6%; with 100% employer match about $90,313 at 4% or $60,209 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-39$2,239,990$281,777$7,225iApproximate average salary by contribution assumption: employee only about $180,626 at 4% or $120,418 at 6%; with 50% employer match about $120,418 at 4% or $80,278 at 6%; with 100% employer match about $90,313 at 4% or $60,209 at 6%.
2017131$2,127,673$203,240$6,556iApproximate average salary by contribution assumption: employee only about $163,903 at 4% or $109,269 at 6%; with 50% employer match about $109,269 at 4% or $72,846 at 6%; with 100% employer match about $81,952 at 4% or $54,634 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-31$2,127,673$203,240$6,556iApproximate average salary by contribution assumption: employee only about $163,903 at 4% or $109,269 at 6%; with 50% employer match about $109,269 at 4% or $72,846 at 6%; with 100% employer match about $81,952 at 4% or $54,634 at 6%.
2016127$1,645,179$206,360$7,643iApproximate average salary by contribution assumption: employee only about $191,074 at 4% or $127,383 at 6%; with 50% employer match about $127,383 at 4% or $84,922 at 6%; with 100% employer match about $95,537 at 4% or $63,691 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-27$1,645,179$206,360$7,643iApproximate average salary by contribution assumption: employee only about $191,074 at 4% or $127,383 at 6%; with 50% employer match about $127,383 at 4% or $84,922 at 6%; with 100% employer match about $95,537 at 4% or $63,691 at 6%.
2015127$1,368,061$132,417$4,904iApproximate average salary by contribution assumption: employee only about $122,608 at 4% or $81,739 at 6%; with 50% employer match about $81,739 at 4% or $54,493 at 6%; with 100% employer match about $61,304 at 4% or $40,869 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-27$1,368,061$132,417$4,904iApproximate average salary by contribution assumption: employee only about $122,608 at 4% or $81,739 at 6%; with 50% employer match about $81,739 at 4% or $54,493 at 6%; with 100% employer match about $61,304 at 4% or $40,869 at 6%.
2014130$2,420,508$77,630$2,588iApproximate average salary by contribution assumption: employee only about $64,692 at 4% or $43,128 at 6%; with 50% employer match about $43,128 at 4% or $28,752 at 6%; with 100% employer match about $32,346 at 4% or $21,564 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-30$2,420,508$77,630$2,588iApproximate average salary by contribution assumption: employee only about $64,692 at 4% or $43,128 at 6%; with 50% employer match about $43,128 at 4% or $28,752 at 6%; with 100% employer match about $32,346 at 4% or $21,564 at 6%.
2013132$3,201,973$80,780$2,524iApproximate average salary by contribution assumption: employee only about $63,109 at 4% or $42,073 at 6%; with 50% employer match about $42,073 at 4% or $28,049 at 6%; with 100% employer match about $31,555 at 4% or $21,036 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-32$3,201,973$80,780$2,524iApproximate average salary by contribution assumption: employee only about $63,109 at 4% or $42,073 at 6%; with 50% employer match about $42,073 at 4% or $28,049 at 6%; with 100% employer match about $31,555 at 4% or $21,036 at 6%.
2012136$2,617,659$193,444$5,373iApproximate average salary by contribution assumption: employee only about $134,336 at 4% or $89,557 at 6%; with 50% employer match about $89,557 at 4% or $59,705 at 6%; with 100% employer match about $67,168 at 4% or $44,779 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-36$2,617,659$193,444$5,373iApproximate average salary by contribution assumption: employee only about $134,336 at 4% or $89,557 at 6%; with 50% employer match about $89,557 at 4% or $59,705 at 6%; with 100% employer match about $67,168 at 4% or $44,779 at 6%.
2011129$2,145,217$193,397$6,669iApproximate average salary by contribution assumption: employee only about $166,722 at 4% or $111,148 at 6%; with 50% employer match about $111,148 at 4% or $74,098 at 6%; with 100% employer match about $83,361 at 4% or $55,574 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-29$2,145,217$193,397$6,669iApproximate average salary by contribution assumption: employee only about $166,722 at 4% or $111,148 at 6%; with 50% employer match about $111,148 at 4% or $74,098 at 6%; with 100% employer match about $83,361 at 4% or $55,574 at 6%.
2010125$2,231,893$158,329$6,333iApproximate average salary by contribution assumption: employee only about $158,329 at 4% or $105,553 at 6%; with 50% employer match about $105,553 at 4% or $70,368 at 6%; with 100% employer match about $79,165 at 4% or $52,776 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-25$2,231,893$158,329$6,333iApproximate average salary by contribution assumption: employee only about $158,329 at 4% or $105,553 at 6%; with 50% employer match about $105,553 at 4% or $70,368 at 6%; with 100% employer match about $79,165 at 4% or $52,776 at 6%.
2009127$1,838,819$231,860$8,587iApproximate average salary by contribution assumption: employee only about $214,685 at 4% or $143,123 at 6%; with 50% employer match about $143,123 at 4% or $95,416 at 6%; with 100% employer match about $107,343 at 4% or $71,562 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-27$1,838,819$231,860$8,587iApproximate average salary by contribution assumption: employee only about $214,685 at 4% or $143,123 at 6%; with 50% employer match about $143,123 at 4% or $95,416 at 6%; with 100% employer match about $107,343 at 4% or $71,562 at 6%.
2008123$1,178,545$164,971$7,173iApproximate average salary by contribution assumption: employee only about $179,316 at 4% or $119,544 at 6%; with 50% employer match about $119,544 at 4% or $79,696 at 6%; with 100% employer match about $89,658 at 4% or $59,772 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-23$1,178,545$164,971$7,173iApproximate average salary by contribution assumption: employee only about $179,316 at 4% or $119,544 at 6%; with 50% employer match about $119,544 at 4% or $79,696 at 6%; with 100% employer match about $89,658 at 4% or $59,772 at 6%.
2007119$1,590,299$182,993$9,631iApproximate average salary by contribution assumption: employee only about $240,780 at 4% or $160,520 at 6%; with 50% employer match about $160,520 at 4% or $107,013 at 6%; with 100% employer match about $120,390 at 4% or $80,260 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-19$1,590,299$182,993$9,631iApproximate average salary by contribution assumption: employee only about $240,780 at 4% or $160,520 at 6%; with 50% employer match about $160,520 at 4% or $107,013 at 6%; with 100% employer match about $120,390 at 4% or $80,260 at 6%.
2006123$1,371,025$224,679$9,769iApproximate average salary by contribution assumption: employee only about $244,216 at 4% or $162,811 at 6%; with 50% employer match about $162,811 at 4% or $108,541 at 6%; with 100% employer match about $122,108 at 4% or $81,405 at 6%.
Wm Synergy LLC 401(K) Profit Sharing Plan-23$1,371,025$224,679$9,769iApproximate average salary by contribution assumption: employee only about $244,216 at 4% or $162,811 at 6%; with 50% employer match about $162,811 at 4% or $108,541 at 6%; with 100% employer match about $122,108 at 4% or $81,405 at 6%.