Lorenz Fiduciary Services, Inc.

Temecula, CA

California

Registered In

09/24/2003

Incorp. Date

Company Summary

Lorenz Fiduciary Services, Inc. at 43537 Ridge Park Dr, Temecula, Ca 92590 lists Marguerite Loernz and Clay Spiegel of Temecula, CA as associates.

Registered In: California
Incorporation Date: 09/24/2003
Registration Type: Domestic
Company Type: Stock Corporation - Ca - General
Status: Active
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Clay Spiegel Individual Agent	43537 RIDGE PARK DR, TEMECULA, CA 92590
Marguerite Loernz CEO	43537 RIDGE PARK DR, TEMECULA, CA 92590
Clay Spiegel Chief Financial Officer	43537 RIDGE PARK DR, TEMECULA, CA 92590
Clay Spiegel Director	43537 RIDGE PARK DR, TEMECULA, CA 92590
Marguerite Lorenz Director	43537 RIDGE PARK DR, TEMECULA, CA 92590
Clay Spiegel Secretary	43537 RIDGE PARK DR, TEMECULA, CA 92590

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43537 RIDGE PARK DR, TEMECULA, CA 92590 (Mailing) View Map

Financial Information for Lorenz Fiduciary Services, Inc.

Form 5500

LORENZ FIDUCIARY SERVICES, INC.

43537 Ridge Park Drive, Temecula, Ca 92590 (877) 630-8448 EIN:20-0319334 Plan Admin:Joseph Mcmackin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLFS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 19 Assets BOY/EOY$666,312 / $536,889	2022	LFS, INC. RETIREMENT PLAN - Plan #001	14 / 19	$666,312 / $536,889
2021	Plan NameLFS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 14 Assets BOY/EOY$616,509 / $666,312	2021	LFS, INC. RETIREMENT PLAN - Plan #001	11 / 14	$616,509 / $666,312
2020	Plan NameLFS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$428,836 / $616,509	2020	LFS, INC. RETIREMENT PLAN - Plan #001	16 / 17	$428,836 / $616,509
2019	Plan NameLFS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$331,435 / $428,836	2019	LFS, INC. RETIREMENT PLAN - Plan #001	14 / 16	$331,435 / $428,836

Benefit & Retirement Plans based on Form 5500.

PPP Loans

LORENZ FIDUCIARY SERVICES, INC.

43537 Ridge Park Dr., TEMECULA, CA 92590-3611 Industry:Trust, Fiduciary, and Custody Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$199,500 Forgiven$201,397 LenderFirst-Citizens Bank & Trust Company Jobs17	04/10/2020	$199,500	$201,397	First-Citizens Bank & Trust Company	17

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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