Why Choose Summit CPA Group to
Conduct your 401(k) Audit?
We
Specialize in 401(k) Audits.
401(k) plans are governed by
ever-changing
rules and regulations issued by the IRS, DOL, ERISA, and the
Social
Security Administration. These audits are complex. We will "guide
you through" rather
than "stumble through" the process. We offer the following:
- Help you determine if you qualify for a
401(k) Audit
- Experience with the rules and
regulations of 401(k) plans.
- Experience in working with your third
party administrator.
- The same audit team from year to year.
- Quick
turnaround to enable you to timely file form 5500.
We
Perform the Audit at OUR
Location, Not Yours
Our
audits
are performed off-site in our office.
We don't believe in your paying for our "Face
Time". Furthermore, this allows for very
little
interruptions with you and your staff.
We use YOUR time efficiently
Starting
the
audit too early and/or without the proper documents generally results
in
rescheduling, audit delays,
and unnecessary costs. We recommend
that the following Document List
be available at the start of the engagement.
The
turnaround time from the start of the audit to issuance of your
report can be
completed in as little as 3 weeks provided we receive
the audit information on
a timely basis.
Our Pricing Structure is a Low
Flat Fee (Not an Estimate)
|
Plan Size
(eligible
participants) |
Summit CPA Group Fee
(fixed Fee) |
What the National Firms are
Charging (estimated) |
|
100-299 |
$6,500 |
$10,000+ |
|
300-499 |
$7,500 |
$12,500+ |
|
500 - 749 |
$8,500 |
$15,000+ |
|
750-1,500 |
$9,500 |
$20,000+ |
|
1,500+ |
Call for Pricing |
$25,000+ |
*We offer a 10% discount when the
audit fees are
paid in full prior to the beginning of the audit.
