Civic Intelligence

The Synergy Plan, LLC

Plan context: The Synergy Multiple Employer Retirement Savings Plan

EIN 76-0721383 • Chicago, IL • 39 filings • 5 plans

230 W Monroe St Ste 2400Chicago, IL 60606-5083
Current Snapshot

Latest Year

2022

2022 Participants

1,907

2022 Assets

$101,337,649

2022 Contributions

$1,963,841

Historical Graphs

Total Assets Over Time

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

$101,337,649$50,668,825$0200320122021YearValue
$101,337,649Latest year 2021

Participants Over Time

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

3,3521,6760200320122021YearValue
1,907Latest year 2021

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
202210$0$1,963,841-
The Synergy Multiple Employer Retirement Savings Plan-0-$1,963,841-
202111,907$101,337,649$7,381,799$3,871iApproximate average salary by contribution assumption: employee only about $96,772 at 4% or $64,515 at 6%; with 50% employer match about $64,515 at 4% or $43,010 at 6%; with 100% employer match about $48,386 at 4% or $32,257 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,907$101,337,649$7,381,799$3,871iApproximate average salary by contribution assumption: employee only about $96,772 at 4% or $64,515 at 6%; with 50% employer match about $64,515 at 4% or $43,010 at 6%; with 100% employer match about $48,386 at 4% or $32,257 at 6%.
202021,822$91,622,060$27,202,910$14,930iApproximate average salary by contribution assumption: employee only about $373,256 at 4% or $248,837 at 6%; with 50% employer match about $248,837 at 4% or $165,892 at 6%; with 100% employer match about $186,628 at 4% or $124,419 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,822$90,362,315$7,625,980$4,185iApproximate average salary by contribution assumption: employee only about $104,637 at 4% or $69,758 at 6%; with 50% employer match about $69,758 at 4% or $46,506 at 6%; with 100% employer match about $52,319 at 4% or $34,879 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-1,701$1,259,745$19,576,930$11,509iApproximate average salary by contribution assumption: employee only about $287,727 at 4% or $191,818 at 6%; with 50% employer match about $191,818 at 4% or $127,879 at 6%; with 100% employer match about $143,863 at 4% or $95,909 at 6%.
201921,627$74,327,017$27,610,341$16,970iApproximate average salary by contribution assumption: employee only about $424,252 at 4% or $282,835 at 6%; with 50% employer match about $282,835 at 4% or $188,557 at 6%; with 100% employer match about $212,126 at 4% or $141,417 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,627$73,920,877$7,572,163$4,654iApproximate average salary by contribution assumption: employee only about $116,352 at 4% or $77,568 at 6%; with 50% employer match about $77,568 at 4% or $51,712 at 6%; with 100% employer match about $58,176 at 4% or $38,784 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-1,571$406,140$20,038,178$12,755iApproximate average salary by contribution assumption: employee only about $318,876 at 4% or $212,584 at 6%; with 50% employer match about $212,584 at 4% or $141,723 at 6%; with 100% employer match about $159,438 at 4% or $106,292 at 6%.
201821,891$70,546,851$27,186,097$14,377iApproximate average salary by contribution assumption: employee only about $359,414 at 4% or $239,610 at 6%; with 50% employer match about $239,610 at 4% or $159,740 at 6%; with 100% employer match about $179,707 at 4% or $119,805 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,640$69,219,256$7,756,422$4,730iApproximate average salary by contribution assumption: employee only about $118,238 at 4% or $78,825 at 6%; with 50% employer match about $78,825 at 4% or $52,550 at 6%; with 100% employer match about $59,119 at 4% or $39,413 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-1,891$1,327,595$19,429,675$10,275iApproximate average salary by contribution assumption: employee only about $256,870 at 4% or $171,247 at 6%; with 50% employer match about $171,247 at 4% or $114,165 at 6%; with 100% employer match about $128,435 at 4% or $85,623 at 6%.
201721,904$80,266,603$25,393,376$13,337iApproximate average salary by contribution assumption: employee only about $333,421 at 4% or $222,281 at 6%; with 50% employer match about $222,281 at 4% or $148,187 at 6%; with 100% employer match about $166,711 at 4% or $111,140 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,698$79,831,442$7,048,258$4,151iApproximate average salary by contribution assumption: employee only about $103,773 at 4% or $69,182 at 6%; with 50% employer match about $69,182 at 4% or $46,121 at 6%; with 100% employer match about $51,886 at 4% or $34,591 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-1,904$435,161$18,345,118$9,635iApproximate average salary by contribution assumption: employee only about $240,876 at 4% or $160,584 at 6%; with 50% employer match about $160,584 at 4% or $107,056 at 6%; with 100% employer match about $120,438 at 4% or $80,292 at 6%.
201621,850$71,291,856$29,477,186$15,934iApproximate average salary by contribution assumption: employee only about $398,340 at 4% or $265,560 at 6%; with 50% employer match about $265,560 at 4% or $177,040 at 6%; with 100% employer match about $199,170 at 4% or $132,780 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,780$69,463,595$10,934,508$6,143iApproximate average salary by contribution assumption: employee only about $153,575 at 4% or $102,383 at 6%; with 50% employer match about $102,383 at 4% or $68,255 at 6%; with 100% employer match about $76,787 at 4% or $51,192 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-1,850$1,828,261$18,542,678$10,023iApproximate average salary by contribution assumption: employee only about $250,577 at 4% or $167,051 at 6%; with 50% employer match about $167,051 at 4% or $111,367 at 6%; with 100% employer match about $125,288 at 4% or $83,526 at 6%.
201521,777$60,063,154$23,229,992$13,073iApproximate average salary by contribution assumption: employee only about $326,815 at 4% or $217,876 at 6%; with 50% employer match about $217,876 at 4% or $145,251 at 6%; with 100% employer match about $163,407 at 4% or $108,938 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,624$59,219,327$5,632,714$3,468iApproximate average salary by contribution assumption: employee only about $86,710 at 4% or $57,807 at 6%; with 50% employer match about $57,807 at 4% or $38,538 at 6%; with 100% employer match about $43,355 at 4% or $28,903 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-1,777$843,827$17,597,278$9,903iApproximate average salary by contribution assumption: employee only about $247,570 at 4% or $165,047 at 6%; with 50% employer match about $165,047 at 4% or $110,031 at 6%; with 100% employer match about $123,785 at 4% or $82,523 at 6%.
201422,056$65,696,154$24,668,581$11,998iApproximate average salary by contribution assumption: employee only about $299,958 at 4% or $199,972 at 6%; with 50% employer match about $199,972 at 4% or $133,315 at 6%; with 100% employer match about $149,979 at 4% or $99,986 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,677$64,864,702$5,990,159$3,572iApproximate average salary by contribution assumption: employee only about $89,299 at 4% or $59,532 at 6%; with 50% employer match about $59,532 at 4% or $39,688 at 6%; with 100% employer match about $44,649 at 4% or $29,766 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-2,056$831,452$18,678,422$9,085iApproximate average salary by contribution assumption: employee only about $227,121 at 4% or $151,414 at 6%; with 50% employer match about $151,414 at 4% or $100,943 at 6%; with 100% employer match about $113,560 at 4% or $75,707 at 6%.
201322,206$63,202,238$24,376,489$11,050iApproximate average salary by contribution assumption: employee only about $276,252 at 4% or $184,168 at 6%; with 50% employer match about $184,168 at 4% or $122,779 at 6%; with 100% employer match about $138,126 at 4% or $92,084 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,622$62,686,416$5,997,861$3,698iApproximate average salary by contribution assumption: employee only about $92,445 at 4% or $61,630 at 6%; with 50% employer match about $61,630 at 4% or $41,087 at 6%; with 100% employer match about $46,223 at 4% or $30,815 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-2,206$515,822$18,378,628$8,331iApproximate average salary by contribution assumption: employee only about $208,280 at 4% or $138,853 at 6%; with 50% employer match about $138,853 at 4% or $92,569 at 6%; with 100% employer match about $104,140 at 4% or $69,427 at 6%.
201222,079$51,396,508$21,530,969$10,356iApproximate average salary by contribution assumption: employee only about $258,910 at 4% or $172,607 at 6%; with 50% employer match about $172,607 at 4% or $115,071 at 6%; with 100% employer match about $129,455 at 4% or $86,303 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,684$51,148,017$5,176,120$3,074iApproximate average salary by contribution assumption: employee only about $76,843 at 4% or $51,228 at 6%; with 50% employer match about $51,228 at 4% or $34,152 at 6%; with 100% employer match about $38,421 at 4% or $25,614 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-2,079$248,491$16,354,849$7,867iApproximate average salary by contribution assumption: employee only about $196,667 at 4% or $131,112 at 6%; with 50% employer match about $131,112 at 4% or $87,408 at 6%; with 100% employer match about $98,334 at 4% or $65,556 at 6%.
201122,059$47,151,317$23,055,854$11,198iApproximate average salary by contribution assumption: employee only about $279,940 at 4% or $186,627 at 6%; with 50% employer match about $186,627 at 4% or $124,418 at 6%; with 100% employer match about $139,970 at 4% or $93,313 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,504$46,947,495$5,795,017$3,853iApproximate average salary by contribution assumption: employee only about $96,327 at 4% or $64,218 at 6%; with 50% employer match about $64,218 at 4% or $42,812 at 6%; with 100% employer match about $48,163 at 4% or $32,109 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-2,059$203,822$17,260,837$8,383iApproximate average salary by contribution assumption: employee only about $209,578 at 4% or $139,719 at 6%; with 50% employer match about $139,719 at 4% or $93,146 at 6%; with 100% employer match about $104,789 at 4% or $69,859 at 6%.
201022,355$58,282,210$25,451,031$10,807iApproximate average salary by contribution assumption: employee only about $270,181 at 4% or $180,121 at 6%; with 50% employer match about $180,121 at 4% or $120,080 at 6%; with 100% employer match about $135,090 at 4% or $90,060 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,228$57,986,095$5,909,821$4,813iApproximate average salary by contribution assumption: employee only about $120,314 at 4% or $80,209 at 6%; with 50% employer match about $80,209 at 4% or $53,473 at 6%; with 100% employer match about $60,157 at 4% or $40,105 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-2,355$296,115$19,541,210$8,298iApproximate average salary by contribution assumption: employee only about $207,444 at 4% or $138,296 at 6%; with 50% employer match about $138,296 at 4% or $92,197 at 6%; with 100% employer match about $103,722 at 4% or $69,148 at 6%.
200932,514$52,099,748$24,391,950$9,702iApproximate average salary by contribution assumption: employee only about $242,561 at 4% or $161,707 at 6%; with 50% employer match about $161,707 at 4% or $107,805 at 6%; with 100% employer match about $121,281 at 4% or $80,854 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-1,821$51,675,873$6,455,559$3,545iApproximate average salary by contribution assumption: employee only about $88,627 at 4% or $59,084 at 6%; with 50% employer match about $59,084 at 4% or $39,390 at 6%; with 100% employer match about $44,313 at 4% or $29,542 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-2,514$423,875$17,936,391$7,135iApproximate average salary by contribution assumption: employee only about $178,365 at 4% or $118,910 at 6%; with 50% employer match about $118,910 at 4% or $79,273 at 6%; with 100% employer match about $89,183 at 4% or $59,455 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-709---
200822,613$36,642,436$9,675,973$3,703iApproximate average salary by contribution assumption: employee only about $92,575 at 4% or $61,717 at 6%; with 50% employer match about $61,717 at 4% or $41,145 at 6%; with 100% employer match about $46,288 at 4% or $30,858 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-2,613$36,642,436$9,675,973$3,703iApproximate average salary by contribution assumption: employee only about $92,575 at 4% or $61,717 at 6%; with 50% employer match about $61,717 at 4% or $41,145 at 6%; with 100% employer match about $46,288 at 4% or $30,858 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-655---
200723,352$72,589,782$27,528,910$8,213iApproximate average salary by contribution assumption: employee only about $205,317 at 4% or $136,878 at 6%; with 50% employer match about $136,878 at 4% or $91,252 at 6%; with 100% employer match about $102,659 at 4% or $68,439 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-2,531$70,137,632$9,424,274$3,724iApproximate average salary by contribution assumption: employee only about $93,088 at 4% or $62,059 at 6%; with 50% employer match about $62,059 at 4% or $41,373 at 6%; with 100% employer match about $46,544 at 4% or $31,029 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-3,352$2,452,150$18,104,636$5,401iApproximate average salary by contribution assumption: employee only about $135,029 at 4% or $90,019 at 6%; with 50% employer match about $90,019 at 4% or $60,013 at 6%; with 100% employer match about $67,514 at 4% or $45,010 at 6%.
200623,109$69,147,473$27,618,619$8,883iApproximate average salary by contribution assumption: employee only about $222,086 at 4% or $148,057 at 6%; with 50% employer match about $148,057 at 4% or $98,705 at 6%; with 100% employer match about $111,043 at 4% or $74,029 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-2,581$66,797,232$10,282,933$3,984iApproximate average salary by contribution assumption: employee only about $99,602 at 4% or $66,401 at 6%; with 50% employer match about $66,401 at 4% or $44,268 at 6%; with 100% employer match about $49,801 at 4% or $33,201 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-3,109$2,350,241$17,335,686$5,576iApproximate average salary by contribution assumption: employee only about $139,399 at 4% or $92,933 at 6%; with 50% employer match about $92,933 at 4% or $61,955 at 6%; with 100% employer match about $69,700 at 4% or $46,466 at 6%.
200523,274$59,401,770$27,086,465$8,273iApproximate average salary by contribution assumption: employee only about $206,830 at 4% or $137,887 at 6%; with 50% employer match about $137,887 at 4% or $91,924 at 6%; with 100% employer match about $103,415 at 4% or $68,943 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-2,805$57,756,297$9,880,034$3,522iApproximate average salary by contribution assumption: employee only about $88,057 at 4% or $58,705 at 6%; with 50% employer match about $58,705 at 4% or $39,137 at 6%; with 100% employer match about $44,029 at 4% or $29,352 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-3,274$1,645,473$17,206,431$5,255iApproximate average salary by contribution assumption: employee only about $131,387 at 4% or $87,591 at 6%; with 50% employer match about $87,591 at 4% or $58,394 at 6%; with 100% employer match about $65,693 at 4% or $43,796 at 6%.
200422,923$33,641,640$21,180,111$7,246iApproximate average salary by contribution assumption: employee only about $181,150 at 4% or $120,767 at 6%; with 50% employer match about $120,767 at 4% or $80,511 at 6%; with 100% employer match about $90,575 at 4% or $60,383 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-2,187$33,287,889$6,215,571$2,842iApproximate average salary by contribution assumption: employee only about $71,051 at 4% or $47,368 at 6%; with 50% employer match about $47,368 at 4% or $31,578 at 6%; with 100% employer match about $35,526 at 4% or $23,684 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-2,923$353,751$14,964,540$5,120iApproximate average salary by contribution assumption: employee only about $127,990 at 4% or $85,326 at 6%; with 50% employer match about $85,326 at 4% or $56,884 at 6%; with 100% employer match about $63,995 at 4% or $42,663 at 6%.
200322,819$26,878,645$4,423,960$1,569iApproximate average salary by contribution assumption: employee only about $39,233 at 4% or $26,156 at 6%; with 50% employer match about $26,156 at 4% or $17,437 at 6%; with 100% employer match about $19,617 at 4% or $13,078 at 6%.
The Synergy Multiple Employer Retirement Savings Plan-2,165$26,878,645$4,423,960$2,043iApproximate average salary by contribution assumption: employee only about $51,085 at 4% or $34,057 at 6%; with 50% employer match about $34,057 at 4% or $22,704 at 6%; with 100% employer match about $25,542 at 4% or $17,028 at 6%.
The Synergy Plan LLC Section 125 Cafeteria Plan-2,819---