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.
Douglas P. Wilson
Los Angeles, CA
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.
1620 Fifth Avenue
San Diego, California 92101