Corvus Wealth Advisors LLC 401(K) Profit Sharing Plan — Form 5500 plan (Corvus Wealth Advisors LLC)
Plain-English plan 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, Corvus Wealth Advisors LLC 401(K) Profit Sharing Plan is a benefit plan reported by Corvus Wealth Advisors LLC under EIN 85-3315053 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $2,749,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corvus Wealth Advisors LLC
- EIN
- 85-3315053
- Plan number
- 001
- Plan type
- 2
- Location
- Templeton, CA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $2,749,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240514112031NAL0080129522001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,749,945
- Net assets (EOY)
- $2,749,945
- Net assets (BOY)
- $2,051,432
Income & contributions
- Employer contributions
- $152,238
- Participant contributions
- $173,281
- Total income / additions
- $699,854
Expenses & distributions
- Administrative expenses
- $1,341
- Total expenses
- $1,341
- Net increase / (decrease)
- $698,513
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.