How big is Prosperity CFO's plan?

Prosperity CFO's plan reported $15K in assets and 3 participants for 2024.

Original filing (PDF)20250512203126NAL0017472753001

Prosperity CFO

Name: Prosperity CFO — Prosperity CFO 401(k) Plan, Form 5500 (2024)
Creator: Prosperity CFO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prosperity CFO 401(k) Plan

401(k) retirement plan · Prosperity CFO's Prosperity CFO 401(k) Plan held $15K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Shayne Alvis signed Prosperity CFO's 2024 Form 5500 as plan administrator.

Shayne Alvis — Plan Administrator — Form 5500 signer
Lindsay Alvis — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Prosperity CFO's EIN is 86-1935861.

EIN 86-1935861

Plan number 001

Plan year 2024

ACK ID 20250512203126NAL0017472753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Prosperity CFO from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Prosperity CFO's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Helping the score

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

Plan sponsor

Name

PROSPERITY CFO

EIN

all filings

Address

312 DORLA CT. · SUITE 204 · ZEPHYR COVE, NV · 89448

Phone

(530) 314-1605

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-15

Tax period

2024-12-31

Filed

2025-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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