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  2. James Wantz Accountancy Corp.

Filings through Oct 24, 2026.

James Wantz Accountancy Corp.

EIN 95-3282589-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$931K assets
Health & Benefits
0
Participants
2
301 FOREST AVENUE - LAGUNA BEACH, CA 926512115949-230-7741LinkedIn1-10 employees
Plans on this EIN
1 filing
#001Money purchase-$931K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

JAMES WANTZ ACCOUNTANCY CORP. MONEY PURCHASE PLAN DATED 010198

Money purchase

Assets$931K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JAMES WANTZ ACCOUNTANCY CORP. MONEY PURCHASE PLAN DATED 010198Money purchase$931K22025
  • JAMES WANTZ ACCOUNTANCY CORP. MONEY PURCHASE PLAN DATED 010198$931K
    #001 · Money purchase · 20252
Retirement plans
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