Lewellen Accountancy Corporation Retirement Trust — Form 5500 plan (Lewellen Accountancy Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lewellen Accountancy Corporation Retirement Trust is a benefit plan reported by Lewellen Accountancy Corporation under EIN 33-0148642 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $1,759,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewellen Accountancy Corporation
- EIN
- 33-0148642
- Plan number
- 002
- Plan type
- 2
- Location
- Laguna Hills, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,759,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240730191200NAL0013775747001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,759,089
- Net assets (EOY)
- $1,759,089
- Net assets (BOY)
- $1,620,217
Income & contributions
- Employer contributions
- $115,625
- Total income / additions
- $173,872
Expenses & distributions
- Benefits paid
- $35,000
- Total expenses
- $35,000
- Net increase / (decrease)
- $138,872
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.