A corporate pension plan.

Project Description

Douglas Wilson tasked Douglas Wilson Companies (DWC) with the responsibilities of Successor Trustee and plan administrator for the pension plan.

Scope of Work

DWC first performed an extensive accounting to assemble the books and records of the pension plan and then coordinated a full audit. Serving as the custodian of the assets, DWC handled all money management functions.

Project Resolution

DWC filed for a pension plan termination and distribution with the Internal Revenue Service. The plan was successfully terminated and the proceeds were distributed to the participants.

Project Name

Tim-Jon Corporation

Client

Douglas P. Wilson

Location

Los Angeles, CA

Service Provided

    Douglas Wilson Companies was founded in 1989 to provide a wide range of specialized business, workout, and real estate services to law firms, state and federal courts, corporations, partnerships, pension funds, REITs, financial institutions, and property owners throughout the United States.

    ADDRESS

    1620 Fifth Avenue
    Suite 400
    San Diego, California 92101

    PHONE

    (619) 641-1141

    EMAIL

    info@douglaswilson.com