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  2. Genesis Capital Advisors, Inc.

Filings through Oct 24, 2026.

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Genesis Capital Advisors, Inc.

EIN 71-0962922-financial services-Latest filing 2025
Plans
1
Retirement
1
$971K assets
Welfare
0
Participants
3
24906 MARBELLA CT. - CALABASAS, CA 91302310-770-3781genesiscapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$971K - 3 part

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Retirement#001

GENESIS CAPITAL ADVISORS, INC. INDIVIDUAL 401K PLAN

401(k)

Assets$971K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENESIS CAPITAL ADVISORS, INC. INDIVIDUAL 401K PLAN401(k)$971K32025
Retirement plans
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