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.

We have over 30 years of benefit plan experience including:

Services

  • Full Scope Audits

  • Limited Scope Audits

  • IRS Form 5500 Preparation

  • Advisory Services and Review/Consultation of Plan Documents

  • Initial Plan Audits

  • Plan Mergers, Acquisitions and Spin-offs

  • Single, Mutli-Employer, and Collectively Bargained Plans 

  • 401(k) plans 

  • 403(b) plans

  • Profit-sharing Plans 

  • Employee Stock Ownership Plans (ESOPs)

  • Defined Benefit Plans 

  • General Employee Governmental Plans 

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

  • Health Insurance Plans 

  • Self-Insured Health Plans 

  • Cafeteria Plans 

Helpful Links

Our Quality Commitment

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. ​

Click here to review our most recent peer review report. 

For more information and helpful links, visit our Resources page. 

Gainesville

Orlando

Ocala

Sarasota

Tallahassee

Lakeland

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