How big is Intellisoft Systems LLC's plan?

Intellisoft Systems LLC's plan reported $11K in assets and 64 participants for 2024.

Original filing (PDF)20250721072402NAL0000429811001

Intellisoft Systems LLC

Name: Intellisoft Systems LLC — Form 5500 (2024)
Creator: Intellisoft Systems LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Intellisoft Systems LLC held $11K in plan assets for 64 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Shirley Horner signed Intellisoft Systems LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Intellisoft Systems LLC's EIN is 81-1531660.

EIN 81-1531660

Plan number 001

Plan year 2024

ACK ID 20250721072402NAL0000429811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Intellisoft Systems LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Intellisoft Systems LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

INTELLISOFT SYSTEMS LLC

EIN

all filings

Address

11380 SOUTHBRIDGE PKWY · SUITE 227 · ALPHARETTA, GA · 30022

Phone

(404) 704-0068

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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