Civic Intelligence

Synergy Bank

Plan context: Synergy Bank Retirement Plan & Trust

EIN 72-1433422 • 19 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

183

2024 Assets

$4,148,091

2024 Contributions

$569,727

Historical Graphs

Total Assets Over Time

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

$4,148,091$2,074,046$0199920072012YearValue
$4,148,091Latest year 2012

Participants Over Time

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

183920199920082024YearValue
183Latest 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
20241183$0$0-
Synergy Bank Health and Welfare Benefit Plan-183---
20231161$0$0-
Synergy Bank Health and Welfare Benefit Plan-161---
20221115$0$0-
Synergy Bank Health and Welfare Benefit Plan-115---
20211130$0$0-
Synergy Bank Health and Welfare Benefit Plan-130---
20201129$0$0-
Synergy Bank Health and Welfare Benefit Plan-129---
2012187$4,148,091$569,727$6,549iApproximate average salary by contribution assumption: employee only about $163,715 at 4% or $109,143 at 6%; with 50% employer match about $109,143 at 4% or $72,762 at 6%; with 100% employer match about $81,857 at 4% or $54,572 at 6%.
Synergy Bank Retirement Plan & Trust-87$4,148,091$569,727$6,549iApproximate average salary by contribution assumption: employee only about $163,715 at 4% or $109,143 at 6%; with 50% employer match about $109,143 at 4% or $72,762 at 6%; with 100% employer match about $81,857 at 4% or $54,572 at 6%.
2011174$3,217,467$457,313$6,180iApproximate average salary by contribution assumption: employee only about $154,498 at 4% or $102,998 at 6%; with 50% employer match about $102,998 at 4% or $68,666 at 6%; with 100% employer match about $77,249 at 4% or $51,499 at 6%.
Synergy Bank Retirement Plan & Trust-74$3,217,467$457,313$6,180iApproximate average salary by contribution assumption: employee only about $154,498 at 4% or $102,998 at 6%; with 50% employer match about $102,998 at 4% or $68,666 at 6%; with 100% employer match about $77,249 at 4% or $51,499 at 6%.
2010172$2,830,844$352,874$4,901iApproximate average salary by contribution assumption: employee only about $122,526 at 4% or $81,684 at 6%; with 50% employer match about $81,684 at 4% or $54,456 at 6%; with 100% employer match about $61,263 at 4% or $40,842 at 6%.
Synergy Bank Retirement Plan & Trust-72$2,830,844$352,874$4,901iApproximate average salary by contribution assumption: employee only about $122,526 at 4% or $81,684 at 6%; with 50% employer match about $81,684 at 4% or $54,456 at 6%; with 100% employer match about $61,263 at 4% or $40,842 at 6%.
2009172$2,221,305$403,304$5,601iApproximate average salary by contribution assumption: employee only about $140,036 at 4% or $93,357 at 6%; with 50% employer match about $93,357 at 4% or $62,238 at 6%; with 100% employer match about $70,018 at 4% or $46,679 at 6%.
Synergy Bank Retirement Plan & Trust-72$2,221,305$403,304$5,601iApproximate average salary by contribution assumption: employee only about $140,036 at 4% or $93,357 at 6%; with 50% employer match about $93,357 at 4% or $62,238 at 6%; with 100% employer match about $70,018 at 4% or $46,679 at 6%.
2008164$1,405,479$368,764$5,762iApproximate average salary by contribution assumption: employee only about $144,048 at 4% or $96,032 at 6%; with 50% employer match about $96,032 at 4% or $64,022 at 6%; with 100% employer match about $72,024 at 4% or $48,016 at 6%.
Synergy Bank Retirement Plan & Trust-64$1,405,479$368,764$5,762iApproximate average salary by contribution assumption: employee only about $144,048 at 4% or $96,032 at 6%; with 50% employer match about $96,032 at 4% or $64,022 at 6%; with 100% employer match about $72,024 at 4% or $48,016 at 6%.
2007152$1,682,331$265,284$5,102iApproximate average salary by contribution assumption: employee only about $127,540 at 4% or $85,027 at 6%; with 50% employer match about $85,027 at 4% or $56,685 at 6%; with 100% employer match about $63,770 at 4% or $42,513 at 6%.
Synergy Bank Retirement Plan & Trust-52$1,682,331$265,284$5,102iApproximate average salary by contribution assumption: employee only about $127,540 at 4% or $85,027 at 6%; with 50% employer match about $85,027 at 4% or $56,685 at 6%; with 100% employer match about $63,770 at 4% or $42,513 at 6%.
2006136$1,308,071$499,087$13,864iApproximate average salary by contribution assumption: employee only about $346,588 at 4% or $231,059 at 6%; with 50% employer match about $231,059 at 4% or $154,039 at 6%; with 100% employer match about $173,294 at 4% or $115,529 at 6%.
Synergy Bank Retirement Plan & Trust-36$1,308,071$499,087$13,864iApproximate average salary by contribution assumption: employee only about $346,588 at 4% or $231,059 at 6%; with 50% employer match about $231,059 at 4% or $154,039 at 6%; with 100% employer match about $173,294 at 4% or $115,529 at 6%.
2005131$721,717$157,260$5,073iApproximate average salary by contribution assumption: employee only about $126,823 at 4% or $84,548 at 6%; with 50% employer match about $84,548 at 4% or $56,366 at 6%; with 100% employer match about $63,411 at 4% or $42,274 at 6%.
Synergy Bank Retirement Plan & Trust-31$721,717$157,260$5,073iApproximate average salary by contribution assumption: employee only about $126,823 at 4% or $84,548 at 6%; with 50% employer match about $84,548 at 4% or $56,366 at 6%; with 100% employer match about $63,411 at 4% or $42,274 at 6%.
2004134$561,860$133,138$3,916iApproximate average salary by contribution assumption: employee only about $97,896 at 4% or $65,264 at 6%; with 50% employer match about $65,264 at 4% or $43,509 at 6%; with 100% employer match about $48,948 at 4% or $32,632 at 6%.
Synergy Bank Retirement Plan & Trust-34$561,860$133,138$3,916iApproximate average salary by contribution assumption: employee only about $97,896 at 4% or $65,264 at 6%; with 50% employer match about $65,264 at 4% or $43,509 at 6%; with 100% employer match about $48,948 at 4% or $32,632 at 6%.
2003123$0$0-
Synergy Bank Retirement Plan & Trust-23---
2002121$188,530$77,730$3,701iApproximate average salary by contribution assumption: employee only about $92,536 at 4% or $61,690 at 6%; with 50% employer match about $61,690 at 4% or $41,127 at 6%; with 100% employer match about $46,268 at 4% or $30,845 at 6%.
Synergy Bank Retirement Plan & Trust-21$188,530$77,730$3,701iApproximate average salary by contribution assumption: employee only about $92,536 at 4% or $61,690 at 6%; with 50% employer match about $61,690 at 4% or $41,127 at 6%; with 100% employer match about $46,268 at 4% or $30,845 at 6%.
2001120$0$0-
Synergy Bank Retirement Plan & Trust-20---
2000116$0$0-
Synergy Bank Retirement Plan & Trust-16---
1999117$37,952$35,757$2,103iApproximate average salary by contribution assumption: employee only about $52,584 at 4% or $35,056 at 6%; with 50% employer match about $35,056 at 4% or $23,371 at 6%; with 100% employer match about $26,292 at 4% or $17,528 at 6%.
Synergy Bank Retirement Plan & Trust-17$37,952$35,757$2,103iApproximate average salary by contribution assumption: employee only about $52,584 at 4% or $35,056 at 6%; with 50% employer match about $35,056 at 4% or $23,371 at 6%; with 100% employer match about $26,292 at 4% or $17,528 at 6%.