Employee Benefit Plans

[av_layerslider id=’4′]

[av_one_full first]

[av_heading heading=’Our Employee Benefit Plans’ tag=’h1′ style=” size=” subheading_active=” subheading_size=’15’ padding=’10’ color=” custom_font=”][/av_heading]

[av_textblock size=” font_color=” color=”]
Why are benefits so often a burden? At Hobe & Lucas, we understand how complicated navigating employee benefit accounting can be. That’s why we’ve developed a thorough understanding of the tax implications of employer-provided plans. It’s also why we offer a multitude of services to make benefit plan management easier.

No matter what your employee benefit management needs, Hobe & Lucas professionals are primed to assist. Our offerings include:

Employee Benefit Audit

  • Full-scope and limited-scope audits
  • 401(k) plans, defined benefit plans, ESOPS and profit-sharing plans

Employee Benefit Consulting

  • Designing plans as tax shelters for the shareholder
  • Determining whether plans currently are or will be beneficial for your organization
  • Designing and implementing new plans
  • Terminating or amending existing plans
  • Selecting the most beneficial plan options
  • Resolving compliance issues
  • Ensuring compliance of fidelity bonds

Employee Benefit Compliance

  • Preparation of Form 5500
  • Preparation of the Summary Annual Report
  • Preparation of excise tax returns
  • Assistance with the preparation of discrimination, top-heavy and annual additions testing
  • Assistance with testing compliance with minimum coverage, participation and vesting rules

Realize maximum benefit from your plans. Contact us to find out how we can help.

[/av_one_full][av_hr class=’invisible’ height=’50’ shadow=’no-shadow’ position=’center’]

[av_textblock size=” font_color=” color=”]

Other Services


[av_hr class=’invisible’ height=’-40′ shadow=’no-shadow’ position=’center’]

[av_partner columns=’8′ heading=” size=’no scaling’ border=’av-border-deactivate’ type=’slider’ animation=’slide’ navigation=’dots’ autoplay=’false’ interval=’5′]
[av_partner_logo id=’375′ hover=’Accounting and Auditing ‘ link=’page,14′ linktitle=” link_target=”]
[av_partner_logo id=’376′ hover=’Business Consulting’ link=’page,15′ linktitle=” link_target=”]
[av_partner_logo id=’377′ hover=’Business Valuations’ link=’page,102′ linktitle=” link_target=”]
[av_partner_logo id=’378′ hover=’CFO and Controller Services’ link=’page,19′ linktitle=” link_target=”]
[av_partner_logo id=’380′ hover=’International Services’ link=’page,17′ linktitle=” link_target=”]
[av_partner_logo id=’381′ hover=’Payroll Management’ link=’page,21′ linktitle=” link_target=”]
[av_partner_logo id=’382′ hover=’Tax Planning and Preparation’ link=’page,16′ linktitle=” link_target=”]
[av_partner_logo id=’383′ hover=’Technology Consulting’ link=’page,22′ linktitle=” link_target=”]