Original filing (PDF)20240529213334NAL0006637027001

INTELLENET

Name: INTELLENET — INTELLENET DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: INTELLENET

Form 5500-SF

FILING_RECEIVED

INTELLENET DEFINED BENEFIT PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 42.4 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$975K

Net assets (EOY)

$975K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTELLENET.

Plan sponsor

Name

INTELLENET

EIN

20-0208101

Address

303 POTRERO STREET · BUILDING 45 SUITE 101 · SANTA CRUZ, CA · 95060

Phone

(408) 707-1790

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2019-01-01

Tax period

2019-12-31

Filed

2024-05-29

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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