P 401(k) Plan Report

Stable plan record

SYNERGY FINANCIAL SERVICES 401(K) PLAN

Sponsored by SYNERGY FINANCIAL SERVICES, INC. · EIN/PN 911859406-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$8,066
Administrative cost per participant
2025
$123
Active participants
2025
12
Total plan assets
2025
$1,831,890
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260616112724NAL000102067300112$8,066
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.