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INTELLISOURCE 401K PLAN 401k Plan overview

Plan NameINTELLISOURCE 401K PLAN
Plan identification number 001

INTELLISOURCE 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INTELLISOURCE INC. has sponsored the creation of one or more 401k plans.

Company Name:INTELLISOURCE INC.
Employer identification number (EIN):201089928
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTELLISOURCE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TAMATHA KELLEHER2024-07-22
0012022-01-01TAMATHA KELLEHER2023-09-01
0012021-01-01TAMATHA KELLEHER2022-08-05
0012020-01-01TAMATHA KELLEHER2021-08-17
0012018-01-01TAMATHA KELLEHER2019-06-07
0012017-01-15TAMATHA KELLEHER2018-07-25

Plan Statistics for INTELLISOURCE 401K PLAN

401k plan membership statisitcs for INTELLISOURCE 401K PLAN

Measure Date Value
2025: INTELLISOURCE 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-0719
Total number of particpants at end of year2025-08-0719
Number of Participants With Account Balances2025-08-077
2024: INTELLISOURCE 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2217
Total number of particpants at end of year2024-07-2219
Number of Participants With Account Balances2024-07-220
2022: INTELLISOURCE 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-0516
Total number of particpants at end of year2022-08-0517
Number of Participants With Account Balances2022-08-0510

Financial Data on INTELLISOURCE 401K PLAN

Measure Date Value
2025 : INTELLISOURCE 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-0752565
Net assets as of the end of the plan year2025-08-07427487
Total assets as of the beginning of the plan year2025-08-07392400
Value of plan covered by a fidelity bond2025-08-0725000
Participant contributions to plan in this plan year2025-08-0722396
Value of participant loans at end of plan year2025-08-077984
Other income to plan in this plan year2025-08-0753952
Plan net income in this plan year2025-08-0735087
Net assets as of the end of the plan year2025-08-07427487
Net assets as of the beginning of the plan year2025-08-07392400
Employer contributions to plan in this plan year2025-08-0711304
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-07755
2024 : INTELLISOURCE 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2229138
Net assets as of the end of the plan year2024-07-22392400
Total assets as of the beginning of the plan year2024-07-22295320
Value of plan covered by a fidelity bond2024-07-2225000
Participant contributions to plan in this plan year2024-07-2245372
Value of participant loans at end of plan year2024-07-2236485
Other income to plan in this plan year2024-07-2256597
Plan net income in this plan year2024-07-2297080
Net assets as of the end of the plan year2024-07-22392400
Net assets as of the beginning of the plan year2024-07-22295320
Employer contributions to plan in this plan year2024-07-2224249
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-22835
2022 : INTELLISOURCE 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-0524434
Net assets as of the end of the plan year2022-08-05308065
Total assets as of the beginning of the plan year2022-08-05246202
Value of plan covered by a fidelity bond2022-08-0525000
Participant contributions to plan in this plan year2022-08-0535283
Value of participant loans at end of plan year2022-08-0547622
Other income to plan in this plan year2022-08-0531504
Plan net income in this plan year2022-08-0561863
Net assets as of the end of the plan year2022-08-05308065
Net assets as of the beginning of the plan year2022-08-05246202
Employer contributions to plan in this plan year2022-08-0519510
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-05690

Potentially related plans

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