About Swenson Accountancy Corporation
Looking for expert accounting services in Rancho Cucamonga, CA? Swenson Accountancy Corporation is a trusted CPA firm serving the Inland Empire. We are dedicated to providing personalized financial guidance and accounting solutions for businesses and individuals. Led by Contact Jennifer A. Razo, our team specializes in tax planning, preparation, bookkeeping, and comprehensive financial statement services. Jennifer A. Razo and the professionals at Swenson Accountancy Corporation pride themselves on delivering accurate, timely service with the highest level of professionalism. Visit our website at cpa-swensoncorp.com or call (909) 989-5867 to learn how Swenson Accountancy Corporation can help you achieve your financial goals.
Website: https://www.cpa-swensoncorp.com
Founded: 1949
Office Locations
- Rancho Cucamonga, CA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 8
- Total AUM Audited: $347.8M
- 401(k): 8 plans, $347.8M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| YAMAHA CORPORATION OF AMERICA RETIREMENT SAVINGS PLAN | YAMAHA CORPORATION OF AMERICA, CA | $130M | 438 |
| BURLINGAME INDUSTRIES 401(K) AND PROFIT SHARING RETIREMENT PLAN | BURLINGAME INDUSTRIES, INCORPORATED, CA | $89M | 789 |
| CASA COLINA, INC. 403(B) RETIREMENT PLAN | CASA COLINA, INC., CA | $55M | 1,112 |
| FALKEN TIRE CORPORATION 401(K) PLAN | SUMITOMO RUBBER NORTH AMERICA, CA | $48M | 370 |
| YINLUN TDI 401(K) PLAN | YINLUN TDI, LLC, CA | $12M | 160 |
| 401(k) Retirement Plan | Healthcare Sponsor, CA | $12M | 734 |
| 403(b) Retirement Plan | Manufacturing Sponsor, CA | $7M | 247 |
| 401(k) Retirement Plan | Professional Services Sponsor, CA | $5M | 110 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $5M | 145 |
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