Synergy Group LLC

Santa Rosa, CA

California

Registered In

08/21/2014

Incorp. Date

Company Summary

Synergy Group LLC at 435 E St, Santa Rosa, Ca 95404 lists Andrew Christopherson and Gregory Windisch of Santa Rosa, CA as associates.

Registered In: California
Incorporation Date: 08/21/2014
Registration Type: Domestic
Company Type: Limited Liability Company - Ca
Status: Active
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Monica Bourdens Individual Agent	1109 TAPADERA DR, SANTA ROSA, CA 95407
Andrew Christopherson CEO	2870 CREEKSIDE RD, SANTA ROSA, CA 95405
Gregory Windisch Manager	3393 LAKE PARK CT, SANTA ROSA, CA 95403 (View Past Addresses)
Brian Flahaven Manager	4019 QUARTZ ST, SANTA ROSA, CA 95405
Andrew Christopherson Manager	2870 CREEKSIDE RD, SANTA ROSA, CA 95405

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435 E ST, SANTA ROSA, CA 95404 View Map

Financial Information for Synergy Group LLC

Form 5500

SYNERGY GROUP, LLC

435 E Street, Santa Rosa, Ca 95404 (707) 360-6180 EIN:61-1759229 Plan Admin:Monica Bourdens

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSYNERGY GROUP 401(K) PLAN Plan #001 Participants BOY/EOY37 / 33 Assets BOY/EOY$3,134,976 / $2,828,026	2022	SYNERGY GROUP 401(K) PLAN - Plan #001	37 / 33	$3,134,976 / $2,828,026
2022	Plan NameSYNERGY GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY21 / 21 Assets BOY/EOY$734,926 / $687,913	2022	SYNERGY GROUP CASH BALANCE PLAN - Plan #002	21 / 21	$734,926 / $687,913
2021	Plan NameSYNERGY GROUP 401(K) PLAN Plan #001 Participants BOY/EOY36 / 36 Assets BOY/EOY$2,441,880 / $3,134,976	2021	SYNERGY GROUP 401(K) PLAN - Plan #001	36 / 36	$2,441,880 / $3,134,976
2021	Plan NameSYNERGY GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY22 / 21 Assets BOY/EOY$480,366 / $734,926	2021	SYNERGY GROUP CASH BALANCE PLAN - Plan #002	22 / 21	$480,366 / $734,926
2020	Plan NameSYNERGY GROUP 401(K) PLAN Plan #001 Participants BOY/EOY34 / 34 Assets BOY/EOY$1,799,934 / $2,441,880	2020	SYNERGY GROUP 401(K) PLAN - Plan #001	34 / 34	$1,799,934 / $2,441,880
2020	Plan NameSYNERGY GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY21 / 21 Assets BOY/EOY$230,619 / $480,366	2020	SYNERGY GROUP CASH BALANCE PLAN - Plan #002	21 / 21	$230,619 / $480,366
2019	Plan NameSYNERGY GROUP 401(K) PLAN Plan #001 Participants BOY/EOY34 / 34 Assets BOY/EOY$740,868 / $1,799,934	2019	SYNERGY GROUP 401(K) PLAN - Plan #001	34 / 34	$740,868 / $1,799,934
2019	Plan NameSYNERGY GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY15 / 20 Assets BOY/EOY$0 / $230,619	2019	SYNERGY GROUP CASH BALANCE PLAN - Plan #002	15 / 20	$0 / $230,619

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SYNERGY GROUP INC

24011 Ventura Blvd Ste 101, Calabasas, CA 91302-1457 Industry:All Other Specialty Trade Contractors Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/13/2021	Approved$27,572 Forgiven$27,720 LenderBank of America, National Association Jobs2	02/13/2021	$27,572	$27,720	Bank of America, National Association	2
05/04/2020	Approved$27,573 Forgiven$27,797 LenderBank of America, National Association Jobs2	05/04/2020	$27,573	$27,797	Bank of America, National Association	2

PPP Loans based on Paycheck Protection Program.

Address Match:435 E St Santa Rosa, CA

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Person/City Match:Monica Bourdens - Santa Rosa, CA

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Person/City Match:Andrew Christopherson - Santa Rosa, CA

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Person/City Match:Gregory Windisch - Santa Rosa, CA

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View More in Santa Rosa, CA

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

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