Our Industries

2741 Fourth Avenue
San Diego, CA 92103

Phone:619-615-5380
FAX:619-615-5389

Employee Benefit Plans

If your employee benefit plan – 403(b), 401(k), or profit sharing – covers more than 100 participants, we can audit the plan to satisfy Form 5500 requirements.

West Rhode & Roberts is a proud member of the AICPA Employee Benefit Audit Quality Center, a firm-based, volunteer membership center for firms that audit employee benefit plans. We have audited numerous employee benefit plans of all sizes. We can assist you with your first-year audit or pave the way for an easy transition from other firms to ours. Our partners keep up with regulatory requirements and reporting obligations, and we attend the AICPA’s annual National Conference on Employee Benefit Plans.

As with all of our audits, we make the effort to learn your business practices, and we employ experienced staff so that you don’t spend time training us. Our expertise and planning buy you the time you need to prepare all the pieces of an employee benefit plan audit, including participant testing, permanent files, leases, account statements, by-laws, and articles.

Employee Benefit Plan services include: