Employee Benefit Plans

SBFR possesses an impressive body of knowledge and experience with 401(k) plans, defined benefit plans, employee stock ownership plans, 403(b) plans, and profit sharing plans.

We have the skills, knowledge, and experience to provide a comprehensive, quality audit of your employee benefit plan and offer you valuable insight about your plan’s operational and compliance issues.

Having depth of resources and support of this organization enables our firm to perform Employee Benefit Plan audits of any size or type from the smallest single-employer 401(k) plans to the largest multi-employer pension and health and welfare plans.

Employee Benefit Plans We Work With

  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • Defined benefit plans
  • Employee stock ownership plans
  • Health & welfare Plans
  • Union plans

Services We Provide

  • Financial audits
  • Assistance with DOL Compliance
  • Preparation of Form 5500
  • Review Operational Compliance Based on Plan Documents

Contact Us

Have a question about a business issue, tax question or want additional information on how we can help you? Lets get started.

Contact SBFR to get accounting answers from one of the area’s most proactive and growing CPA firms. We are ready to take on your toughest questions about our services, career opportunities or business issues.

All inquiries will be answered within 24 business hours.