The Synergy Multiple Employer Retirement Savings Plan
The Synergy Plan, LLC, Chicago IL. Employer ID 760721383, plan number 001. Annual reports on file for 2009 to 2022.
Where the money went
Plans that moved money into this one:
- 2013: money from Barnes International, Inc. 401(k) Plan moved in.
- 2013: money from Oasis Retirement Savings Plan moved in.
- 2014: money from First Assembly/christian Life 401(k) Plan moved in.
- 2014: money from Insperity 401k Plan moved in.
- Filed 2009-2022The Synergy Multiple Employer Retirement Savings Plan, The Synergy Plan, LLC
- 2022Assets transferred to Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust
- TodayGroup Management Services, Inc. 401(k) Profit Sharing Plan & Trust still files. Transamerica Financial Life Ins Co keeps the records. That is where to ask.
Records are kept by Transamerica Financial Life Ins Co, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2009: Assets were transferred out, but no filing from the receiving plan matched.
- 2010: Assets were transferred out, but no filing from the receiving plan matched.
- 2011: Assets were transferred out, but no filing from the receiving plan matched.
- 2012: Assets were transferred out, but no filing from the receiving plan matched.
- 2013: Assets were transferred out, but no filing from the receiving plan matched.
- 2014: Assets were transferred out, but no filing from the receiving plan matched.
- 2015: Assets were transferred out, but no filing from the receiving plan matched.
- 2016: Assets were transferred out, but no filing from the receiving plan matched.
- 2018: Assets were transferred out, but no filing from the receiving plan matched.
- 2019: Assets were transferred out, but no filing from the receiving plan matched.
- 2020: Assets were transferred out, but no filing from the receiving plan matched.
- 2022: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2022: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2022: The employer adopted a resolution to terminate the plan.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2011 | 1,727 | 222 | Filing |
| 2012 | 1,881 | 197 | Filing |
| 2013 | 1,847 | 223 | Filing |
| 2014 | 1,882 | 203 | Filing |
| 2015 | 1,826 | 201 | Filing |
| 2016 | 2,025 | 243 | Filing |
| 2017 | 1,991 | 292 | Filing |
| 2018 | 1,929 | 288 | Filing |
| 2019 | 1,865 | 237 | Filing |
| 2020 | 2,086 | 263 | Filing |
| 2021 | 2,153 | 244 | Filing |
| 2022 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.