Intrinsic Value Partners, LLC

Bernard M Rethore Registered Agent	5070 N 40TH ST STE 230, PHOENIX, AZ 85018
Carter Pearl Member	321 E MONTEBELLO AVE, PHOENIX, AZ 85012

321 E MONTEBELLO AVE, PHOENIX, AZ 85012 View Map

Form 5500

4742 N. 24th St., Suite 300, Phoenix, Az 85016 (480) 522-2032 EIN:46-1018701 Plan Admin:Dan Flack

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameINTRINSIC VALUE PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,122,429 / $1,187,294	2023	INTRINSIC VALUE PARTNERS, LLC 401(K) PLAN - Plan #001	3 / 3	$1,122,429 / $1,187,294
2022	Plan NameINTRINSIC VALUE PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,257,846 / $1,122,429	2022	INTRINSIC VALUE PARTNERS, LLC 401(K) PLAN - Plan #001	3 / 3	$1,257,846 / $1,122,429
2021	Plan NameINTRINSIC VALUE PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,032,203 / $1,257,846	2021	INTRINSIC VALUE PARTNERS, LLC 401(K) PLAN - Plan #001	3 / 3	$1,032,203 / $1,257,846
2020	Plan NameINTRINSIC VALUE PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$826,009 / $1,032,203	2020	INTRINSIC VALUE PARTNERS, LLC 401(K) PLAN - Plan #001	3 / 3	$826,009 / $1,032,203
2019	Plan NameINTRINSIC VALUE PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$512,660 / $826,009	2019	INTRINSIC VALUE PARTNERS, LLC 401(K) PLAN - Plan #001	2 / 3	$512,660 / $826,009

Benefit & Retirement Plans based on Form 5500.

PPP Loans

4742 N. 24th St. Suite 300, Phoenix, AZ 85016 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$35,104 Forgiven$35,531 LenderCross River Bank Jobs3	04/29/2020	$35,104	$35,531	Cross River Bank	3

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Intrinsic Value Investment Partners LLC Registered in New York	New York, NY	View Report
Intrinsic Value Partners, LLC Registered in Ohio	Dayton, OH	View Report
Intrinsic Value Partners LLC Registered in Texas	Dallas, TX	View Report

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The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration

Company Summary