How big is Genesis Capital Advisors, Inc.'s plan?

Genesis Capital Advisors, Inc.'s plan reported $971K in assets and 3 participants for 2025.

Original filing (PDF)20260512155823NAL0005641955001

Genesis Capital Advisors, Inc.

Name: Genesis Capital Advisors, Inc. — Genesis Capital, Form 5500 (2025)
Creator: Genesis Capital Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Genesis Capital Advisors, Inc. Individual 401(k) Plan

401(k) retirement plan · Genesis Capital Advisors, Inc.'s Genesis Capital Advisors, Inc. Individual 401(k) Plan held $971K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$971K

Net assets (EOY)

$971K

Plan identifiers

Genesis Capital Advisors, Inc.'s EIN is 71-0962922.

EIN 71-0962922

Plan number 001

Plan year 2025

ACK ID 20260512155823NAL0005641955001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Genesis Capital Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Genesis Capital Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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