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Benefit Plan Audits

Does Your Plan Meet the Threshold That Requires an Audit?

Generally, federal law requires employee benefit plans with 100 or more participants be audited as part of their obligation to file an annual return/report (Form 5500 Series). If your plan has been filed as a small plan in the past, that threshold increases to 120 eligible participants.

What We Provide

Curtis Blakely & Co., P.C., CPAs has dedicated an area of our practice to providing audit services for benefit plans. Our firm's personnel receive ongoing compliance training, keeping them abreast of current developments and strategies. This provides peace of mind to clients, while improving audit efficiency.

We can audit your company's benefit plan even if you use another CPA firm for your other accounting and auditing needs.

Count on us to provide audits that meet or exceed the requirements of the Employee Retirement Income Security Act  (ERISA), the Department of Labor (DOL), and the Internal Revenue Service(IRS).

How You Benefit

  • Timely delivery of a high-quality audit at competitive prices
  • Practical recommendations that, in turn, have helped clients refine internal procedures, saving time and money for their organization

Our fees for benefit plan audits are competitively priced, whether your plan has 100 or 1,000 eligible participants.

For more information, please email or call our office at 903-758-0734.