Plan Snapshot
- Plan Sponsor: Synergy Wealth Management LLC 401k Profit Sharing Plan
- Sponsor EIN: 273439706
- Sponsor Address: 411 BRIDGE STREET, FRANKLIN, TN, 37064
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $696,800
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $696,800 | $46,500 | $30,000 |
| 2023 | 2 | $594,858 | $25,500 | $30,000 |
| 2022 | 2 | $524,103 | $31,010 | $0 |