CPAs SERVING CLIENTS SINCE 1947 Since our inception in 1947, the seasoned team at Matthews, Carter & Boyce has been providing employee benefit plan audit and compliance services to for-profit and not-for-profit organizations throughout Virginia, Maryland, and Washington, DC. From 401k plans to ESOPs, we can help your organization navigate through the myriad rules and regulations for successful benefit plan implementation. Audits are required for all employee benefit plans with more than 120 eligible participants. To reduce audit costs and time, we make every effort to perform lim- ited scope audits for our employee benefit plan clients whenever possible. WWW.MCB-CPA.COM EMPLOYEE BENEFIT PLAN SERVICES: ■ 401(k) plan full and limited scope audits ■ 403(b) plan full and limited scope audits ■ Pension plan audits ■ Profit-sharing plan audits ■ Defined benefit plan audits ■ Defined contribution plan audits ■ Employee stock ownership plan (ESOP) audits ■ Preparation of Form 5500 filings ■ Review of employee benefit plans for compliance with 80- to 120-participant rule requirements ■ Compliance with ERISA, HIPAA, COBRA, Department of Labor, and Internal Revenue Service requirements
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47 9 1 S · [email protected] Charles R. Deppe [email protected] THE MCB DIFFERENCE Each MCB client has a dedicated Principal assigned to their financial needs. Clients work with
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CPAsSERVING CLIENTS SINCE 1947
Since our inception in 1947, the seasoned team at Matthews, Carter & Boyce has
been providing employee benefit plan audit and compliance services to for-profit
and not-for-profit organizations throughout Virginia, Maryland, and Washington,
DC. From 401k plans to ESOPs, we can help your organization navigate through
the myriad rules and regulations for successful benefit plan implementation.
Audits are required for all employee benefit plans with more than 120 eligible
participants. To reduce audit costs and time, we make every effort to perform lim-
ited scope audits for our employee benefit plan clients whenever possible.
WWW.MCB-CPA.COM
EMPLOYEE BENEFIT PLAN SERVICES:� 401(k) plan full and limited scope audits� 403(b) plan full and limited scope audits� Pension plan audits� Profit-sharing plan audits� Defined benefit plan audits� Defined contribution plan audits� Employee stock ownership plan (ESOP) audits� Preparation of Form 5500 filings� Review of employee benefit plans for compliance with 80- to 120-participantrule requirements
� Compliance with ERISA, HIPAA, COBRA, Department of Labor, and InternalRevenue Service requirements
Contact us today to discuss your Employee Benefit Plan needs.
703.218.3600 •WWW.MCB-CPA.COM11320 Random Hills Road • Suite 600 • Fairfax, Virginia 22030