Employee Benefit Plan Audit & Form 5500 Preparation Survey

If you are interested in having McKonly & Asbury perform an audit of your employee benefit plan, or if you would like to receive an estimate of our fees, please fill out the form below. We will respond within 48 hours with more information about your plan’s audit and tax filing needs.





Your Name

Your Email

Plan Sponsor

Name of Plan

Type of Plan

Date Plan Started

Reporting Year End (e.g. 12/31, 6/30)

Number of Eligible Participants

Assets

Service Providers

Administrator

           Trustee

      Custodian

           Advisor

Investment Platform

Please Provide Any Additional Information