Other
2024 plan-year Other DOL Form 5500

I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

I2C SYNERGY, INC.

This Other plan holds $22M in total assets and serves 154 participants as of 2024. It is sponsored by I2C SYNERGY, INC. in Pennsylvania. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$22M
Participants
154
State
Industry
Wholesale Trade

What the Filing Says About I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by I2C SYNERGY, INC., headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 154 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 231702839, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2024 to $22M at year-end — a gain of 40.1%. Net assets (after liabilities) closed the year at $21M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$22M
Net Assets (End of Year)$21M
Net Income$7M
Plan TypeOther
Employer EIN231702839
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I2C SYNERGY, INC.)

Year Plans Participants Total Assets
2022 2 275 $35M
2023 2 266 $41M
2024 2 298 $51M

Nearby Other Plans in Pennsylvania

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2024 Form 5500 filing, I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $22M in total assets with 154 participants. It is sponsored by I2C SYNERGY, INC..
What type of plan is I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 231702839.
Who sponsors the I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by I2C SYNERGY, INC., located in Pennsylvania. The sponsor's EIN is 231702839 and the plan operates in the Wholesale Trade industry.
How did I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024?
I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 40.1% during 2024, moving from $16M to $22M in total assets. Net income was $7M.
Where can I find official filings for I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231702839 or plan name at efast.dol.gov.
How does I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 231702839.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.