P 401(k) Plan Report

Stable plan record

SYNERGIA AGENCY EXCHANGES LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by SYNERGIA AGENCY EXCHANGES LLC · EIN/PN 994766061-001

Selected filing history

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

Employer money per active participant
2025
$3,240
Administrative cost per participant
2025
$150
Active participants
2025
15
Total plan assets
2025
$431,501
Participant loans as a share of assets
2025
11.5%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260424084236NAL000580420900115$3,240
Public filing identifier

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