About Adelson & Company PC
<p>In business since 1938, Adelson & Company PC brings a long track record in audit and tax work for organizations across Western Massachusetts. The firm handles audit, tax, and advisory services for commercial, governmental, nonprofit, and professional clients.</p> <p>Based in Pittsfield in the Berkshires, Adelson & Company PC supports employers and organizations throughout the surrounding Western Massachusetts region from its office at 100 North Street, Pittsfield, MA 01201. Carol J. Leibinger-Healey is the listed contact.</p> <p>For plans that require an independent audit, the firm is listed among <a href="/auditors/401k">401(k) auditors</a> and works with organizations that also want year-round tax and accounting support. A key differentiator is the ability to keep audit and tax services with one local CPA firm that has operated in the Berkshires for decades.</p> <ul> <li>Founded: 1938</li> <li>Address: 100 North Street, Pittsfield, MA 01201</li> <li>Phone: (413) 443-6408</li> <li>Email: info@adelsoncpa.com</li> <li>Primary sectors: Commercial, Governmental, Nonprofit, Professional</li> </ul>
Website: https://www.adelsoncpa.com/
Founded: 1938
Office Locations
- Pittsfield, MA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 3
- Total AUM Audited: $27.8M
- 401(k): 3 plans, $27.8M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN | STERLING AND FRANCINE CLARK ART INSTITUTE, MA | $41M | 113 |
| BERKSHIRE CORPORATION 401(K) SAVINGS PLAN | BERKSHIRE CORPORATION, MA | $15M | 150 |
| SAMPCO INC. 401(K) PROFIT SHARING PLAN | SAMPCO INC., MA | $8M | 241 |
| 403(B) THRIFT PLAN FOR EMPLOYEES OF 18 DEGREES, INC. | 18 DEGREES, INC., MA | $5M | 175 |
| 403(B) THRIFT PLAN OF UCP OF WESTERN MASSACHUSETTS, INC. | UCP OF WESTERN MASSACHUSETTS, INC., MA | $2M | 119 |