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Employee Benefit Plans

SBNG has been our 401(k) plan auditors for over 10 years. They perform a high-quality, thorough audit that helps protect the assets and financial integrity of our 401(k) plan, and their customer service is unparalleled.

Letty Trujillo, Benefits Manager
Handgards, Inc. 401(k) Plan

Brokers Logistics has been working with SBNG for several years and they never skip a beat! The team is very knowledgeable and helpful, and respond to any questions or concerns in a timely and effective manner. It is a pleasure to work directly with the SBNG team!

Laura Chavez, Human Resources Director
Brokers Logistics, Ltd. 401(k) Plan

A competitive employee benefit plan is often a crucial factor for recruiting and retaining quality employees. We can help ensure that your plan is operating effectively, according to its terms, and within the law. We have extensive knowledge of ERISA guidelines and many years of experience performing employee benefit plan audits. We will tailor our services to meet your plan’s unique aspects and compliance requirements. In addition to performing the annual audit, we will also assist you in preparing the necessary forms to file with the Department of Labor and the Internal Revenue Service.

We have served the following types of employee benefit plans:

  • 401(k) plans
  • Health and welfare plans
  • Defined benefit plans
  • Employee stock ownership plans (ESOP)

We are committed to exceeding the highest-quality standards of our profession in each service we provide to our clients. Click below to learn more about our commitment to quality, which includes our peer review results and membership in the AICPA Governmental Audit Quality Center and Employee Benefit Plan Audit Quality Center.

Learn more about our "Commitment to Quality"


We provide the following services for employee benefit plans:

Audit & Assurance Services

  • Employee benefit plan audits

Tax Services

  • Preparation of Form 5500/5500-SF

Additional Industry-Specific Services

  • Plan document and service agreement analysis
  • Plan design, implementation and consulting
  • Assistance with DOL and IRS voluntary correction programs and Plan error corrections
  • Annual compliance testing and 5500 review

Other Services

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© SBNG Certified Public Accountants 2021