Employee Benefit Plan Audit

Employee Benefit Plan Audit

If your company has benefits, our employee benefit plan auditors will make sure your documentation is accurate and meets all applicable statutory requirements. At SD Mayer & Associates, we work with businesses and not-for-profit organizations to perform in-depth and detailed analyses of employee benefit plans. We have more than 40 years of experience working with clients across the globe, and we offer personalized employee benefit plan services that can help you get the most from your annual audit.

AUP audits and consulting

Personalized Employee Benefit Plan Services

SD Mayer & Associates employee benefit plan auditors can examine your financial statements to ensure that they are accurate and formatted under the U.S. Generally Accepted Accounting Principles (GAAP). These audits cover plan contributions, investments, benefits payments, administrative costs and much more to gain reasonable assurance and protect against fraud and abuse.

Services Offered +

As one of the most established employee benefit plan audit firms, we have the expertise to perform employee benefit plan services for:

401(k) audits:

A DOL 401(k) audit with our experts will verify the accuracy of your Form 5500 and ensure that your 401(k) plan complies with DOL and Internal Revenue Service (IRS) requirements.

403(b) audits:

Nonprofits and schools with 403(b) retirement plans, also known as tax-sheltered annuity (TSA) plans, can take advantage of our professional 403(b) employee benefit plan services.

Employee Stock Ownership Plans:

Employee Stock Ownership Plans (ESOPs) fall under the Internal Revenue Code and qualify as a 401(a) employee contribution plan that must be audited as a part of annual filings.

Defined contribution plans:

If your organization utilizes a defined contribution plan, like a tax-deferred 401(k) or 401(b), our employee benefit plan auditors will verify employer and employee contributions and plan payouts.

Health and welfare benefit plans:

Our employee benefit plan services include expert audits for all health and welfare employee benefits provided by a company, including programs for health care, dental, vacation time, tuition assistance and more.

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Request An Employee Benefit Plan Audit

Submit your Form 5500 on time and with confidence with employee benefit plan services from recognized experts. To learn more about employee benefit audits in the Bay Area, Silicon Valley or anywhere in the world via remote connection, reach out to us online.