Civic Intelligence

Synergy Financial LLC

Plan context: Synergy Financial LLC 401(K) Plan

EIN 42-1617803 • Boston, MA • 17 filings • 2 plans

10 Post Office Square Suite 300Boston, MA 02109
Current Snapshot

Latest Year

2024

2024 Participants

109

2024 Assets

$10,395,321

2024 Contributions

$1,529,836

Historical Graphs

Total Assets Over Time

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

$10,395,321$5,197,661$0200920172024YearValue
$10,395,321Latest year 2024

Participants Over Time

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

109550200720162024YearValue
109Latest 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
20241109$10,395,321$1,529,836$14,035iApproximate average salary by contribution assumption: employee only about $350,880 at 4% or $233,920 at 6%; with 50% employer match about $233,920 at 4% or $155,947 at 6%; with 100% employer match about $175,440 at 4% or $116,960 at 6%.
Synergy Financial LLC 401(K) Plan-109$10,395,321$1,529,836$14,035iApproximate average salary by contribution assumption: employee only about $350,880 at 4% or $233,920 at 6%; with 50% employer match about $233,920 at 4% or $155,947 at 6%; with 100% employer match about $175,440 at 4% or $116,960 at 6%.
2023192$8,404,124$1,233,335$13,406iApproximate average salary by contribution assumption: employee only about $335,145 at 4% or $223,430 at 6%; with 50% employer match about $223,430 at 4% or $148,954 at 6%; with 100% employer match about $167,573 at 4% or $111,715 at 6%.
Synergy Financial LLC 401(K) Plan-92$8,404,124$1,233,335$13,406iApproximate average salary by contribution assumption: employee only about $335,145 at 4% or $223,430 at 6%; with 50% employer match about $223,430 at 4% or $148,954 at 6%; with 100% employer match about $167,573 at 4% or $111,715 at 6%.
2022185$6,220,689$858,195$10,096iApproximate average salary by contribution assumption: employee only about $252,410 at 4% or $168,274 at 6%; with 50% employer match about $168,274 at 4% or $112,182 at 6%; with 100% employer match about $126,205 at 4% or $84,137 at 6%.
Synergy Financial LLC 401(K) Plan-85$6,220,689$858,195$10,096iApproximate average salary by contribution assumption: employee only about $252,410 at 4% or $168,274 at 6%; with 50% employer match about $168,274 at 4% or $112,182 at 6%; with 100% employer match about $126,205 at 4% or $84,137 at 6%.
2021159$7,094,237$892,627$15,129iApproximate average salary by contribution assumption: employee only about $378,232 at 4% or $252,155 at 6%; with 50% employer match about $252,155 at 4% or $168,103 at 6%; with 100% employer match about $189,116 at 4% or $126,077 at 6%.
Synergy Financial LLC 401(K) Plan-59$7,094,237$892,627$15,129iApproximate average salary by contribution assumption: employee only about $378,232 at 4% or $252,155 at 6%; with 50% employer match about $252,155 at 4% or $168,103 at 6%; with 100% employer match about $189,116 at 4% or $126,077 at 6%.
2020162$5,940,605$721,243$11,633iApproximate average salary by contribution assumption: employee only about $290,824 at 4% or $193,883 at 6%; with 50% employer match about $193,883 at 4% or $129,255 at 6%; with 100% employer match about $145,412 at 4% or $96,941 at 6%.
Synergy Financial LLC 401(K) Plan-62$5,940,605$721,243$11,633iApproximate average salary by contribution assumption: employee only about $290,824 at 4% or $193,883 at 6%; with 50% employer match about $193,883 at 4% or $129,255 at 6%; with 100% employer match about $145,412 at 4% or $96,941 at 6%.
2019164$4,651,664$668,774$10,450iApproximate average salary by contribution assumption: employee only about $261,240 at 4% or $174,160 at 6%; with 50% employer match about $174,160 at 4% or $116,107 at 6%; with 100% employer match about $130,620 at 4% or $87,080 at 6%.
Synergy Financial LLC 401(K) Plan-64$4,651,664$668,774$10,450iApproximate average salary by contribution assumption: employee only about $261,240 at 4% or $174,160 at 6%; with 50% employer match about $174,160 at 4% or $116,107 at 6%; with 100% employer match about $130,620 at 4% or $87,080 at 6%.
2018158$3,648,874$654,223$11,280iApproximate average salary by contribution assumption: employee only about $281,993 at 4% or $187,995 at 6%; with 50% employer match about $187,995 at 4% or $125,330 at 6%; with 100% employer match about $140,996 at 4% or $93,998 at 6%.
Synergy Financial LLC 401(K) Plan-58$3,648,874$654,223$11,280iApproximate average salary by contribution assumption: employee only about $281,993 at 4% or $187,995 at 6%; with 50% employer match about $187,995 at 4% or $125,330 at 6%; with 100% employer match about $140,996 at 4% or $93,998 at 6%.
2017151$3,359,398$672,798$13,192iApproximate average salary by contribution assumption: employee only about $329,803 at 4% or $219,869 at 6%; with 50% employer match about $219,869 at 4% or $146,579 at 6%; with 100% employer match about $164,901 at 4% or $109,934 at 6%.
Synergy Financial LLC 401(K) Plan-51$3,359,398$672,798$13,192iApproximate average salary by contribution assumption: employee only about $329,803 at 4% or $219,869 at 6%; with 50% employer match about $219,869 at 4% or $146,579 at 6%; with 100% employer match about $164,901 at 4% or $109,934 at 6%.
2016147$2,284,485$418,740$8,909iApproximate average salary by contribution assumption: employee only about $222,734 at 4% or $148,489 at 6%; with 50% employer match about $148,489 at 4% or $98,993 at 6%; with 100% employer match about $111,367 at 4% or $74,245 at 6%.
Synergy Financial LLC 401(K) Plan-47$2,284,485$418,740$8,909iApproximate average salary by contribution assumption: employee only about $222,734 at 4% or $148,489 at 6%; with 50% employer match about $148,489 at 4% or $98,993 at 6%; with 100% employer match about $111,367 at 4% or $74,245 at 6%.
2015143$1,793,569$470,906$10,951iApproximate average salary by contribution assumption: employee only about $273,783 at 4% or $182,522 at 6%; with 50% employer match about $182,522 at 4% or $121,681 at 6%; with 100% employer match about $136,891 at 4% or $91,261 at 6%.
Synergy Financial LLC 401(K) Plan-43$1,793,569$470,906$10,951iApproximate average salary by contribution assumption: employee only about $273,783 at 4% or $182,522 at 6%; with 50% employer match about $182,522 at 4% or $121,681 at 6%; with 100% employer match about $136,891 at 4% or $91,261 at 6%.
2014134$1,337,841$347,190$10,211iApproximate average salary by contribution assumption: employee only about $255,287 at 4% or $170,191 at 6%; with 50% employer match about $170,191 at 4% or $113,461 at 6%; with 100% employer match about $127,643 at 4% or $85,096 at 6%.
Synergy Financial LLC 401(K) Plan-34$1,337,841$347,190$10,211iApproximate average salary by contribution assumption: employee only about $255,287 at 4% or $170,191 at 6%; with 50% employer match about $170,191 at 4% or $113,461 at 6%; with 100% employer match about $127,643 at 4% or $85,096 at 6%.
2013124$948,990$307,900$12,829iApproximate average salary by contribution assumption: employee only about $320,729 at 4% or $213,819 at 6%; with 50% employer match about $213,819 at 4% or $142,546 at 6%; with 100% employer match about $160,365 at 4% or $106,910 at 6%.
Synergy Financial LLC 401(K) Plan-24$948,990$307,900$12,829iApproximate average salary by contribution assumption: employee only about $320,729 at 4% or $213,819 at 6%; with 50% employer match about $213,819 at 4% or $142,546 at 6%; with 100% employer match about $160,365 at 4% or $106,910 at 6%.
2012116$548,949$156,601$9,788iApproximate average salary by contribution assumption: employee only about $244,689 at 4% or $163,126 at 6%; with 50% employer match about $163,126 at 4% or $108,751 at 6%; with 100% employer match about $122,345 at 4% or $81,563 at 6%.
Synergy Financial LLC 401(K) Plan-16$548,949$156,601$9,788iApproximate average salary by contribution assumption: employee only about $244,689 at 4% or $163,126 at 6%; with 50% employer match about $163,126 at 4% or $108,751 at 6%; with 100% employer match about $122,345 at 4% or $81,563 at 6%.
2011112$356,747$78,582$6,549iApproximate average salary by contribution assumption: employee only about $163,713 at 4% or $109,142 at 6%; with 50% employer match about $109,142 at 4% or $72,761 at 6%; with 100% employer match about $81,856 at 4% or $54,571 at 6%.
Synergy Financial LLC 401(K) Plan-12$356,747$78,582$6,549iApproximate average salary by contribution assumption: employee only about $163,713 at 4% or $109,142 at 6%; with 50% employer match about $109,142 at 4% or $72,761 at 6%; with 100% employer match about $81,856 at 4% or $54,571 at 6%.
201018$274,323$62,869$7,859iApproximate average salary by contribution assumption: employee only about $196,466 at 4% or $130,977 at 6%; with 50% employer match about $130,977 at 4% or $87,318 at 6%; with 100% employer match about $98,233 at 4% or $65,489 at 6%.
Synergy Financial LLC 401(K) Plan-8$274,323$62,869$7,859iApproximate average salary by contribution assumption: employee only about $196,466 at 4% or $130,977 at 6%; with 50% employer match about $130,977 at 4% or $87,318 at 6%; with 100% employer match about $98,233 at 4% or $65,489 at 6%.
200919$222,516$87,507$9,723iApproximate average salary by contribution assumption: employee only about $243,075 at 4% or $162,050 at 6%; with 50% employer match about $162,050 at 4% or $108,033 at 6%; with 100% employer match about $121,538 at 4% or $81,025 at 6%.
Synergy Financial LLC 401(K) Plan-9$222,516$87,507$9,723iApproximate average salary by contribution assumption: employee only about $243,075 at 4% or $162,050 at 6%; with 50% employer match about $162,050 at 4% or $108,033 at 6%; with 100% employer match about $121,538 at 4% or $81,025 at 6%.
200719$0$0-
Synergy Financial LLC 401(K) Plan-9---