# Synergy Wealth Management LLC 401k Profit Sharing Plan 401(k) Plan
Source: https://planprovider.pro/companies/synergy-wealth-management-llc-401k-profit-sharing-plan-plan

> Synergy Wealth Management LLC 401k Profit Sharing Plan's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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