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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.

We have over 30 years of benefit plan experience including:

Key Contact

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Laura Hathaway

Partner

Employee Benefit Plan

Industry Leader

(407) 924-4805 | Email Laura

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

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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. ​

Click here to review our most recent peer review report. 

222 NE 1st Street

Gainesville, FL 32601

P: 352.378.2461

F: 352.378.2505

2347 SE 17th Street

Ocala, FL 34471

P: 352.732.3872

F: 352.732.0542

507 N New York Ave

Suite 200

Winter Park, FL 32789

P: 321.594.4112

F: 321.280.1927

5001 Lakewood 

Ranch Blvd., Suite 101

Sarasota, FL 34240

P: 941.907.0350

F: 941.907.0309

443 E College Ave

Tallahassee, FL 32301

P: 850.224.7144

F: 850.224.1762

1408 N Westshore Blvd

Suite 502

Tampa, FL 33607

P: 656.218.8960

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