2023 Form 5500 filing — Corvus Wealth Advisors LLC 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240514112031NAL0080129522001) for Corvus Wealth Advisors LLC 401(K) Profit Sharing Plan, reported by Corvus Wealth Advisors LLC under EIN 85-3315053 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240514112031NAL0080129522001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corvus Wealth Advisors LLC
- EIN
- 85-3315053
- Plan number
- 001
- Location
- Templeton, CA
- Participants
- 11
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,749,945
- Net assets (EOY)
- $2,749,945
- Employer contributions
- $152,238
- Participant contributions
- $173,281
- Total income / additions
- $699,854
- Administrative expenses
- $1,341
- Total expenses
- $1,341
- Net increase / (decrease)
- $698,513
- Schedule source
- Schedule I