Employee Benefit Plans

employee benefit plans

SFC performs over 50 employee benefit plan audits each year. The size and scope of our employee benefit plan clients varies greatly, and all of the individuals at our firm have experience working with clients in the employee benefit plan sector. We perform services for traditional 401k plans, money purchase plans, pension plans, health and welfare plans, 403(b) plans and fringe benefit plans.

In addition to performing audit services, we prepare Form 5500, Form 5330 and other benefit plan-related tax forms. We also represent our clients on regulatory and compliance issues with the IRS and DOL. We stay up-to-date on the latest issues surrounding employee benefit plans by attending the annual national AICPA Audits of Employee Benefit Plans Conference. Our partners also teach CPE courses and seminars related to compliance and regulatory issues surrounding employee benefit plans. Our firm is a member of the AICPA Employee Benefit Plan Audit Quality Center.

Employee Benefit Plan Services

  • Full-scope audits
  • DOL Limited Scope audits
  • 11k audits
  • 403(b) audits
  • Preparation of Form 5500
  • Preparation of Form 5330
  • Consulting on regulatory and compliance issues
  • DOL and IRS representation

Hear From Our Clients

  • Chandler Signs
    Carmen Chapman, Chandler Signs

    "Sutton Frost Cary has been our CPA firm since 2004. They understand our business and are always available to give us sound business advice. They are a trusted partner for us."

  • Madeleine Crouch
    Madeleine Crouch, Madeleine Crouch & Co., Inc.

    "My company’s staff and clients frequently need advice and the latest information regarding accounting and tax law for non-profit organizations. For more than a decade, Sutton Frost Cary has been a trusted member of our team of service providers. Their mission is to educate and collaborate, and it informs every aspect of their communications with us. Working with Amy Michie and Sutton Frost Cary has been so much more than having a CPA’s number in our rolodex. They are an invaluable, friendly and responsive resource. Sutton Frost Cary has helped us become a stronger company."

  • SFC Tax Client
    SFC Tax Client

    “I am very satisfied with your firm’s professionalism, as well as the advice, support and customer experience your firm offered me when filing the 2014 tax returns. Yes, from the receptionist to the accountants Jennifer and Sergei, it was an excellent experience. I want to especially thank Ms. Jennifer Guse for her outstanding professionalism, positive attitude, knowledge and kindness preparing and filing my Business and Personal Tax Returns for 2014. I respectfully think she is a great asset for your company. I will recommend your firm with pleasure and am looking forward to our continuing partnership.”

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