Affordable Tax & Accounting

Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.

Last updated · Source data: plan year 2024 Form 5500 filings

How many 401(k) plans does Affordable Tax & Accounting audit?

Affordable Tax & Accounting was the independent auditor for 1 retirement plan filing in plan year 2024, with clients in 1 state — the #2,419 practice nationally by volume.

Practice at a glance

Affordable Tax & Accounting: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)02-0836189
Retirement plan audits (401(k), 403(b), pension)1
All audited filings (incl. welfare plans)1
States and territories with clients1
National rank by retirement plan volume#2,419 of 3,956
National rank, all audited filings (league-table basis)#2,471 of 4,052
Average client size (participants)167
Largest client (participants)167

Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.

Where does Affordable Tax & Accounting audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Utah1100.0%

Largest concentration: Utah (1 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Affordable Tax & Accounting issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)1100.0%
Qualified00.0%
Disclaimer00.0%
Adverse00.0%

As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.

Largest plans audited by Affordable Tax & Accounting

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
The Neurobehavioral Center for GUT167

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Affordable Tax & Accounting (EIN 02-0836189) is named as the plan’s independent qualified public accountant. Affordable Tax & Accounting did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.