Jason Underwood CPA, PLLC d/b/a ERISA CPA, a boutique public accounting firm uniquely qualified to provide independent audits of employee benefit plans. Does your retirement plan’s Form 5500 require a plan audit and opinion of an independent qualified public accountant? If so, we can help. Our expertise is your resource for meeting this requirement and meeting your fiduciary responsibilities under the Employee Retirement Income Security Act of 1974 (ERISA). As your plan auditor, we maintain a current understanding of the Department of Labors (DOL) Rules and Regulations for Reporting and Disclosure under ERISA affecting your plan to assist you in meeting your legal responsibility to file a complete and accurate annual Form 5500 and protecting the financial integrity of your plan. Plan audit services include full and limited scope audits of defined contribution and defined benefit plans including: 401(k) 403(b) Employee Stock Ownership Plans Profit-sharing Money purchase pension Cash balance
View Top Employees from ERISA CPAWebsite | http://www.erisacpa.com |
Revenue | $2 million |
Employees | 4 (4 on RocketReach) |
Founded | 2012 |
Address | 240 Forest Avenue Suite 302, Chattanooga, Tennessee 37405, US |
Phone | (423) 799-0822 |
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Industry | Accounting, Accounting & Accounting Services, Business Services |
SIC | SIC Code 87 Companies, SIC Code 872 Companies |
NAICS | NAICS Code 54121 Companies, NAICS Code 5412 Companies, NAICS Code 541 Companies, NAICS Code 54 Companies |
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The ERISA CPA annual revenue was $2 million in 2023.
Jason Underwood is the Owner of ERISA CPA.
4 people are employed at ERISA CPA.
ERISA CPA is based in Chattanooga, Tennessee.
The NAICS codes for ERISA CPA are [54121, 5412, 541, 54].
The SIC codes for ERISA CPA are [87, 872].