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EMPLOYEE BENEFIT PLANS

Purvis Gray specializes in auditing of employee benefit plans and reviewing or preparing the related Form 5500 returns required by the IRS & Department of Labor (DOL). We work with clients of many sizes across a variety of industries. Our efficient audit process provides a cost-effective, quality engagement delivered by experienced professionals who also provide our clients with ideas for plan administration and compliance matters.

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We have over 30 years of benefit plan experience including:

Key Contact

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Laura Hathaway

Partner

Employee Benefit Plan

Industry Leader

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(407) 924-4805 | Email Laura

Services

  • Full Scope Audits

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  • Limited Scope Audits

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  • IRS Form 5500 Preparation

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  • Advisory Services and Review/Consultation of Plan Documents

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  • Initial Plan Audits

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  • Plan Mergers, Acquisitions and Spin-offs

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  • Single, Mutli-Employer, and Collectively Bargained Plans 

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  • 401(k) plans 

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  • 403(b) plans

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  • Profit-sharing Plans 

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  • Employee Stock Ownership Plans (ESOPs)

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  • Defined Benefit Plans 

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  • General Employee Governmental Plans 

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  • Police Officers and Firefighter Plans (FS 175/185)

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  • Health Insurance Plans 

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  • Self-Insured Health Plans 

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  • Cafeteria Plans 

Helpful Links

Our Quality Commitment

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As a member of the American Institute of CPAs Employee Benefit Audit Quality Center, we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center membership requirements. ​

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Click here to review our most recent peer review report. 

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