2023 Form 5500 filing — Lewellen Accountancy Corporation Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730191200NAL0013775747001) for Lewellen Accountancy Corporation Retirement Trust, reported by Lewellen Accountancy Corporation under EIN 33-0148642 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240730191200NAL0013775747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewellen Accountancy Corporation
- EIN
- 33-0148642
- Plan number
- 002
- Location
- Laguna Hills, CA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,759,089
- Net assets (EOY)
- $1,759,089
- Employer contributions
- $115,625
- Total income / additions
- $173,872
- Benefits paid
- $35,000
- Total expenses
- $35,000
- Net increase / (decrease)
- $138,872
- Schedule source
- Schedule I