Synergy Advisers Inc.
Plan context: Synergy Advisers Inc. Profit Sharing Plan
EIN 46-4457068 • 5 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$189,050
2018 Contributions
$199,592
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Synergy Advisers Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2017 | 1 | 2 | $189,050 | $0 | - |
| Synergy Advisers Inc. Profit Sharing Plan | - | 2 | $189,050 | - | - |
| 2016 | 1 | 2 | $179,100 | $0 | - |
| Synergy Advisers Inc. Profit Sharing Plan | - | 2 | $179,100 | - | - |
| 2015 | 1 | 2 | $199,571 | $0 | - |
| Synergy Advisers Inc. Profit Sharing Plan | - | 2 | $199,571 | - | - |
| 2014 | 1 | 2 | $199,571 | $199,592 | $99,796iApproximate average salary by contribution assumption: employee only about $2,494,900 at 4% or $1,663,267 at 6%; with 50% employer match about $1,663,267 at 4% or $1,108,844 at 6%; with 100% employer match about $1,247,450 at 4% or $831,633 at 6%. |
| Synergy Advisers Inc. Profit Sharing Plan | - | 2 | $199,571 | $199,592 | $99,796iApproximate average salary by contribution assumption: employee only about $2,494,900 at 4% or $1,663,267 at 6%; with 50% employer match about $1,663,267 at 4% or $1,108,844 at 6%; with 100% employer match about $1,247,450 at 4% or $831,633 at 6%. |