How big is Elkhorn Private Wealth's plan?

Elkhorn Private Wealth's plan reported $4K in assets and 4 participants for 2024.

Original filing (PDF)20251229132525NAL0010217619001

Elkhorn Private Wealth

Name: Elkhorn Private Wealth — Elkhorn Private Wealth CBS, Form 5500 (2024)
Creator: Elkhorn Private Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elkhorn Private Wealth CBS Benefit Plan

Health & welfare plan · Elkhorn Private Wealth's Elkhorn Private Wealth CBS Benefit Plan held $4K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Joseph HSU signed Elkhorn Private Wealth's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Elkhorn Private Wealth's EIN is 87-2553374.

EIN 87-2553374

Plan number 501

Plan year 2024

ACK ID 20251229132525NAL0010217619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elkhorn Private Wealth's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score