A corporate pension plan.
Douglas Wilson tasked Douglas Wilson Companies (DWC) with the responsibilities of Successor Trustee and plan administrator for the pension plan.
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.
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.
Tim-Jon Corporation
Douglas P. Wilson
Los Angeles, CA