LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST

[ EIN: 33-0148642 | Plan No. 002 ]

According to Department of Labor Form 5500 data, LEWELLEN ACCOUNTANCY CORPORATION sponsors LEWELLEN ACCOUNTANCY CORPORATION RETIREMENT TRUST, categorized as a Money Purchase plan. The filing shows 3 participants and total assets of $1,775,352 for the plan year 2024.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: LEWELLEN ACCOUNTANCY CORPORATION

Location: 24031 EL TORO RD 220, LAGUNA HILLS, CA 92653

EIN: 330148642

Plan Number: 002

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: Money Purchase

Participants: 3

Total Assets: $1,775,352

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