Ivc Wealth Advisors LLC

Form 5500

IVC WEALTH ADVISORS, LLC

163 E. Main Street, Silverdale, Pa 18962 (215) 392-6631 EIN:47-1654678 Plan Admin:David Gotwals

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameIVC WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 9 Assets BOY/EOY$829,861 / $1,339,715	2023	IVC WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001	6 / 9	$829,861 / $1,339,715
2022	Plan NameIVC WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$802,194 / $829,861	2022	IVC WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001	7 / 6	$802,194 / $829,861
2021	Plan NameIVC WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$600,059 / $802,194	2021	IVC WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001	7 / 7	$600,059 / $802,194
2020	Plan NameIVC WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$411,486 / $600,059	2020	IVC WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001	7 / 7	$411,486 / $600,059
2019	Plan NameIVC WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$246,043 / $411,486	2019	IVC WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN - Plan #001	7 / 7	$246,043 / $411,486