Synergy Benefit Advisors, Inc.

Cary, NC

North Carolina

Registered In

12/08/2003

Incorp. Date

Company Summary

Synergy Benefit Advisors, Inc. at 636 Angelica Cir, Cary, Nc 27518 lists William Lee Moore , III of Cary, NC as the associate.

Registered In

North Carolina

Incorporation Date

12/08/2003

Company Type

Business Corporation

Status

Current-Active

Registration Type

Domestic

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Moore, William L, III Registered Agent	636 ANGELICA CIR, CARY, NC 27518
William Lee Moore , III President	636 ANGELICA CIR, CARY, NC 27518

636 ANGELICA CIR, CARY, NC 27518 View Map

Form 5500

636 Angelica Cir, Cary, Nc 27518 (919) 510-5980 EIN:20-0497087 Plan Admin:William L. Moore

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSYNERGY BENEFIT ADVISORS, INC. DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,154,235 / $1,124,195	2022	SYNERGY BENEFIT ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #001	2 / 2	$1,154,235 / $1,124,195
2021	Plan NameSYNERGY BENEFIT ADVISORS, INC. DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$869,413 / $1,154,235	2021	SYNERGY BENEFIT ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #001	2 / 2	$869,413 / $1,154,235
2020	Plan NameSYNERGY BENEFIT ADVISORS, INC. DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$621,020 / $869,413	2020	SYNERGY BENEFIT ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #001	2 / 2	$621,020 / $869,413
2019	Plan NameSYNERGY BENEFIT ADVISORS, INC. DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$393,850 / $621,020	2019	SYNERGY BENEFIT ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #001	2 / 2	$393,850 / $621,020

Benefit & Retirement Plans based on Form 5500.

Address Match:636 Angelica Cir Cary, NC

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• North Carolina Secretary of State • U.S. Department of Labor