401(k)
2023 plan-year 401(k) DOL Form 5500

Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Corvus Wealth Advisors LLC · California · Finance & Insurance

What the 2023 filing shows

Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan holds N/A for 11 participants.

N/A
total plan assets (2023 EOY)
11
covered participants
Total Assets (2023)
N/A
Participants
11
State
Industry
Finance & Insurance

What the Filing Says About Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan

Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Corvus Wealth Advisors LLC, headquartered in California. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 11 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 853315053, and the plan has been effective since 2010-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN853315053
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corvus Wealth Advisors LLC)

Year Plans Participants Total Assets
2022 1 10 N/A
2023 1 11 N/A
2024 1 12 N/A

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Frequently Asked Questions

How much money is in the Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan holds N/A in total assets with 11 participants. It is sponsored by Corvus Wealth Advisors LLC.
What type of plan is Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan?
Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2010-01-01. The plan is filed with the U.S. Department of Labor under EIN 853315053.
Who sponsors the Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan?
Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan is sponsored by Corvus Wealth Advisors LLC, located in California. The sponsor's EIN is 853315053 and the plan operates in the Finance & Insurance industry.
How did Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan perform in 2023?
Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan held N/A in total assets at the end of 2023.
Where can I find official filings for Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan?
Official Form 5500 filings for Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 853315053 or plan name at efast.dol.gov.
How does Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan compare to other plans?
You can compare Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 853315053.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.