How big is Genesis Wealth Advisors LLC's plan?

Genesis Wealth Advisors LLC's plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20250403094927NAL0019561746001

Genesis Wealth Advisors LLC

Name: Genesis Wealth Advisors LLC — Genesis Wealth, Form 5500 (2024)
Creator: Genesis Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Genesis Wealth Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Genesis Wealth Advisors LLC's Genesis Wealth Advisors LLC 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Daniel Duval signed Genesis Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Daniel Duval — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Genesis Wealth Advisors LLC's EIN is 45-2514898.

EIN 45-2514898

Plan number 001

Plan year 2024

ACK ID 20250403094927NAL0019561746001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Genesis Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Genesis Wealth Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GENESIS WEALTH ADVISORS LLC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off