Adelson & Company PC

Employee Benefit Plan Auditor

Pittsfield, MA

About Adelson & Company PC

<p>In business since 1938, Adelson &amp; 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 &amp; 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).

PlanSponsorAssetsParticipants
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

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