George Johnson & Company provides services to numerous pension and welfare benefit plans qualified under the Employee Retirement Income Security Act of 1974, as amended ("ERISA"). Our firm currently audits over 70 employee benefit plans annually.

Annual Audits

Pension Plans: Defined benefit plans

  • Cash balance
  • Traditional
Pension Plans: Defined contribution plans
  • 401(k)
  • Profit sharing
  • Employee Stock Ownership Plans ("ESOPs")
Health and welfare benefit plans
  • Medical
  • Disability
  • Life insurance
  • Other fringe benefits
Trusts associated with benefit plans
  • Master trusts
  • Voluntary Employee Benefit Associations ("VEBAs")

Tax

  • Preparation of the Annual Return/Report of Employee Benefit Plan (Form 5500)