Civic Intelligence

Synergy Advisors LLC

Plan context: Synergy Advisors 401(K) Plan

EIN 45-2325150 • Sammamish, WA • 8 filings • 1 plans

704 228th Avenue NESte. 311Sammamish, WA 98074
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$316,218

2022 Contributions

$51,531

Historical Graphs

Total Assets Over Time

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

$364,782$182,391$0201520192022YearValue
$316,218Latest year 2022

Participants Over Time

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

1160201520192022YearValue
7Latest year 2022

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
202217$316,218$51,531$7,362iApproximate average salary by contribution assumption: employee only about $184,039 at 4% or $122,693 at 6%; with 50% employer match about $122,693 at 4% or $81,795 at 6%; with 100% employer match about $92,020 at 4% or $61,346 at 6%.
Synergy Advisors 401(K) Plan-7$316,218$51,531$7,362iApproximate average salary by contribution assumption: employee only about $184,039 at 4% or $122,693 at 6%; with 50% employer match about $122,693 at 4% or $81,795 at 6%; with 100% employer match about $92,020 at 4% or $61,346 at 6%.
202118$364,782$51,141$6,393iApproximate average salary by contribution assumption: employee only about $159,816 at 4% or $106,544 at 6%; with 50% employer match about $106,544 at 4% or $71,029 at 6%; with 100% employer match about $79,908 at 4% or $53,272 at 6%.
Synergy Advisors 401(K) Plan-8$364,782$51,141$6,393iApproximate average salary by contribution assumption: employee only about $159,816 at 4% or $106,544 at 6%; with 50% employer match about $106,544 at 4% or $71,029 at 6%; with 100% employer match about $79,908 at 4% or $53,272 at 6%.
202019$344,014$54,478$6,053iApproximate average salary by contribution assumption: employee only about $151,328 at 4% or $100,885 at 6%; with 50% employer match about $100,885 at 4% or $67,257 at 6%; with 100% employer match about $75,664 at 4% or $50,443 at 6%.
Synergy Advisors 401(K) Plan-9$344,014$54,478$6,053iApproximate average salary by contribution assumption: employee only about $151,328 at 4% or $100,885 at 6%; with 50% employer match about $100,885 at 4% or $67,257 at 6%; with 100% employer match about $75,664 at 4% or $50,443 at 6%.
2019111$272,593$66,076$6,007iApproximate average salary by contribution assumption: employee only about $150,173 at 4% or $100,115 at 6%; with 50% employer match about $100,115 at 4% or $66,743 at 6%; with 100% employer match about $75,086 at 4% or $50,058 at 6%.
Synergy Advisors 401(K) Plan-11$272,593$66,076$6,007iApproximate average salary by contribution assumption: employee only about $150,173 at 4% or $100,115 at 6%; with 50% employer match about $100,115 at 4% or $66,743 at 6%; with 100% employer match about $75,086 at 4% or $50,058 at 6%.
2018111$178,700$60,457$5,496iApproximate average salary by contribution assumption: employee only about $137,402 at 4% or $91,602 at 6%; with 50% employer match about $91,602 at 4% or $61,068 at 6%; with 100% employer match about $68,701 at 4% or $45,801 at 6%.
Synergy Advisors 401(K) Plan-11$178,700$60,457$5,496iApproximate average salary by contribution assumption: employee only about $137,402 at 4% or $91,602 at 6%; with 50% employer match about $91,602 at 4% or $61,068 at 6%; with 100% employer match about $68,701 at 4% or $45,801 at 6%.
2017110$136,362$51,300$5,130iApproximate average salary by contribution assumption: employee only about $128,250 at 4% or $85,500 at 6%; with 50% employer match about $85,500 at 4% or $57,000 at 6%; with 100% employer match about $64,125 at 4% or $42,750 at 6%.
Synergy Advisors 401(K) Plan-10$136,362$51,300$5,130iApproximate average salary by contribution assumption: employee only about $128,250 at 4% or $85,500 at 6%; with 50% employer match about $85,500 at 4% or $57,000 at 6%; with 100% employer match about $64,125 at 4% or $42,750 at 6%.
2016110$81,310$46,199$4,620iApproximate average salary by contribution assumption: employee only about $115,497 at 4% or $76,998 at 6%; with 50% employer match about $76,998 at 4% or $51,332 at 6%; with 100% employer match about $57,749 at 4% or $38,499 at 6%.
Synergy Advisors 401(K) Plan-10$81,310$46,199$4,620iApproximate average salary by contribution assumption: employee only about $115,497 at 4% or $76,998 at 6%; with 50% employer match about $76,998 at 4% or $51,332 at 6%; with 100% employer match about $57,749 at 4% or $38,499 at 6%.
201517$34,423$34,730$4,961iApproximate average salary by contribution assumption: employee only about $124,036 at 4% or $82,690 at 6%; with 50% employer match about $82,690 at 4% or $55,127 at 6%; with 100% employer match about $62,018 at 4% or $41,345 at 6%.
Synergy Advisors 401(K) Plan-7$34,423$34,730$4,961iApproximate average salary by contribution assumption: employee only about $124,036 at 4% or $82,690 at 6%; with 50% employer match about $82,690 at 4% or $55,127 at 6%; with 100% employer match about $62,018 at 4% or $41,345 at 6%.