<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=187647285171376&amp;ev=PageView&amp;noscript=1">
Call us: (866) 497-9761 or Learn More

401K Audits Performed Virtually

Changing the way people think about accounting.


Learn More

We Specialize in 401(k) Plan Audits


401(k) plans are governed by ever-changing rules and regulations issued by Congress, the IRS, DOL, ERISA, and the Social Security Administration. These audits are complex, but we're here for you. We have years of experience, and we will guide you through the audit process so you don't have to stumble through it on your own.


Learn More

We offer the following:

  • Help determining if you are required to have a 401k audit.
  • Help determining the 401k audit requirements per the rules and regulations of the 401k Plan.
  • 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 learn what you need and then use specific criteria to itemize a set price. When you receive a quote from one of our authorized representatives, this price is all-encompassing, and unless circumstances change, there will be no hidden costs or miscellaneous fees

Note: We also offer 403(b) audit services for nonprofits.



401(k) Audit Resources:

"I have had the pleasure of working with Summit CPA for the past 3 years. They have made it as painless as possible and are really easy to work with. We are on the West Coast, but we were able to do things in a timely manner. I will definitely be back next year!"
- Nancy Pereyda of Willow Street Pizza