401k Plan data: INTREPID ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST plan

INTREPID ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	INTREPID ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

INTREPID ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

INTREPID ADVISORS LLC has sponsored the creation of one or more 401k plans.

Company Name: INTREPID ADVISORS LLC

Employer identification number (EIN): 043535043

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTREPID ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 KATHY POWERS 2022-05-16
001 2020-01-01 KATHY DOHERTY 2021-04-23
001 2019-01-01 KATHY DOHERTY 2020-06-03
001 2018-01-01 KATHY DOHERTY 2019-05-06
001 2017-01-01 KATHY DOHERTY 2018-05-17
001 2016-01-01 STEPHEN J. POWERS 2017-07-18
001 2015-01-01 PAM MEOLI 2016-06-24
001 2015-01-01 STEPHEN J. POWERS 2016-06-23
001 2014-01-01 PAMELA P. MEOLI 2015-06-23
001 2013-01-01 PAMELA P. MEOLI 2014-06-05
001 2012-01-01 INTREPID ADVISORS LLC 2013-07-18
001 2011-01-01 INTREPID ADVISORS LLC 2012-06-11
001 2010-01-01 INTREPID ADVISORS LLC 2011-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	KATHY POWERS	2022-05-16
001	2020-01-01	KATHY DOHERTY	2021-04-23
001	2019-01-01	KATHY DOHERTY	2020-06-03
001	2018-01-01	KATHY DOHERTY	2019-05-06
001	2017-01-01	KATHY DOHERTY	2018-05-17
001	2016-01-01	STEPHEN J. POWERS	2017-07-18
001	2015-01-01	PAM MEOLI	2016-06-24
001	2015-01-01	STEPHEN J. POWERS	2016-06-23
001	2014-01-01	PAMELA P. MEOLI	2015-06-23
001	2013-01-01	PAMELA P. MEOLI	2014-06-05
001	2012-01-01	INTREPID ADVISORS LLC	2013-07-18
001	2011-01-01	INTREPID ADVISORS LLC	2012-06-11
001	2010-01-01	INTREPID ADVISORS LLC	2011-07-21

Potentially related plans

INTREPID ADVISORS, INC. 401K PROFIT SHARING PLAN [EIN = 811998719]

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Company Name:	INTREPID ADVISORS LLC
Employer identification number (EIN):	043535043
NAIC Classification:	541330
NAIC Description:	Engineering Services