Plan Snapshot
- Plan Sponsor: Lewellen Accountancy Corporation
- Sponsor EIN: 330148642
- Sponsor Address: 24031 EL TORO RD 220, LAGUNA HILLS, CA, 92653
- Plan Type: DC
- Total Participants: 3
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.8M | $113,031 | $0 |
| 2023 | 3 | $1.8M | $115,625 | $0 |
| 2022 | 3 | $1.6M | $105,564 | $0 |