Suite Synergy, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Suite Synergy, INC.
  • Sponsor EIN: 871962637
  • Sponsor Address: 3001 GOLDEN MEADOW DRIVE, ALAMO, CA, 94507
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $1.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$1.4M$1,500$6,370
20232$1.9M$2,650$5,300
20222$764,373$0$0

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