Lewellen Accountancy Corporation Retirement Trust Money Purchase Plan

Lewellen Accountancy Corporation Retirement Trust is a California Money Purchase Plan located in Laguna Hills, California. It was founded on Tuesday, September 01, 1998.


24031 El Toro Rd 220
Laguna Hills, California, 92653
United States
Phone: (949) 859-4644
Administrator Signatory
Donald Lewellen
Inception Date
1998-09-01
Updated
2017-06-20 13:12:19.273942
Inception
1998-09-01
Jurisdiction
California
Name
Lewellen Accountancy Corporation Retirement Trust
Latest Filing
2016-07-22
As of Date
2015-12-31
Plan Number
002
EIN
330148642
12-15 12-13 12-12
Participants 4.00 3.00 3.00
12-15 12-14 12-13
Inflows 110.00K 106.00K 97.00K
Outflows 8.00K None 11.00K
Net Capital Flow 102.00K 106.00K 86.00K
12-15 12-14 12-13
Assets 1.32M 1.34M 1.34M
Liabilities None None None
Net Assets 1.32M 1.34M 1.34M
12-15 12-14 12-13
Income -126.00K -103.00K 21.00K
Expenses 1.00K 1.00K 1.00K
Net Income -127.00K -104.00K 20.00K
Accounting Firms: 2015-12-31
Lewellen Accountancy Corporation