Lee CPA Audit Group

Your Audit Experience With Us

Certified public accountant in Denver, CO (show on map)

Lee CPA Audit Group provides 401k plan audit services for businesses, specializing in helping plan sponsors understand when audits are required and completing them efficiently.

Call (833) 401-5272

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About

Lee CPA Audit Group is a CPA firm specializing in 401k plan audits. They help businesses determine if they need an audit (required when total eligible participants reach 100) and provide the audit services.

They have audited hundreds of plans and strive for 110% customer satisfaction. They can complete audits in as little as 21 days.

Specialized 401k plan audit firm

As little as 21 days to complete audit

Hundreds of plans audited each year

110% customer satisfaction goal

Services

401k Plan Audit

Independent CPA firm audit for 401k plans that meet the 100+ participant threshold for large plan requirements.

Large Plan Audit Form 5500 Preparation Participant Count Analysis

Credentials & Certifications

Certified Public Accountant (CPA)

Frequently Asked Questions

When is a 401k plan audit required? +

An annual audit is required when total eligible participants reach 100 and the plan is deemed a 'large' plan. A participant includes active employees covered under the plan, retired or separated participants receiving benefits, and deceased participants with beneficiaries.

What is the 80 to 120 participant rule? +

If the number of participants reported in Form 5500 is between 80 and 120 and a Form 5500 was filed in the prior year, the filer may elect to continue filing in the same category (large or small) as the previous year.

How can I reduce participant count to avoid audit? +

A plan sponsor can distribute inactive participant account balances if their vested account balance is $5,000 or less, which can reduce the participant count below the 100 threshold.