Original filing (PDF)20260315150111NAL0000526403001

CARSON VALLEY ACCOUNTING

Name: CARSON VALLEY ACCOUNTING — CVA AND TAHOE 401(K) PLAN, Form 5500 (2024)
Creator: CARSON VALLEY ACCOUNTING

Form 5500-SF

FILING_RECEIVED

CVA AND TAHOE 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 4.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$327K

Net assets (EOY)

$327K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 4.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARSON VALLEY ACCOUNTING.

Plan sponsor

Name

CARSON VALLEY ACCOUNTING

EIN

20-2883658all filings

Address

1663 HWY 385 STE 201 · MINDEN, NV · 89423

Phone

(775) 782-7874

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

FRANCIS AWOYERA & ASSOCIATES P.C

FRANCIS AWOYERA ASSOCIATES 401K

$327K · 11 participants

VERISSIMO & PINE, CPA'S

VERISSIMO & PINE, CPA'S 401(K) P/S PLAN

$328K · 4 participants

WATKINS, YOUNG, HAMAKER & BELL

WATKINS, YOUNG, HAMAKER AND BELL LLC 401 (K)

$327K · 4 participants

CNY, LLP

CNY, LLP DEFINED BENEFIT PLAN

$328K · 13 participants

JONES & JONES CPAS PC

$327K · 11 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.