BKHM P.A.

Employee Benefit Plan Auditor

Winter Park, FL

About BKHM P.A.

<p>Audit and accounting services for closely held businesses are the core of BKHM P.A., an independent firm founded in 1990. The firm is based in Winter Park in the Orlando metro area and works with business owners on assurance, tax, and consulting needs.</p> <p>BKHM P.A. handles financial statement assurance engagements and integrated tax planning, with an emphasis on learning how each client operates before the work starts. Nancy S. DiSalvo is a listed contact for the firm.</p> <p>Industry experience includes Real Estate &amp; Construction, Medical Services, Restaurants/Hospitality, Manufacturing, Charter Schools, Nonprofits, and Retail. For plan sponsors that need help with retirement plan financial reporting, BKHM P.A. fits within the <a href="/auditors/401k">401(k) auditors</a> category of <a href="/retirement-plans">retirement plan providers</a>.</p> <p>One differentiator is the firm’s mix of assurance work and tax planning under one roof, which can simplify year-end reporting and compliance for owner-managed organizations. Learn more at <a href="https://www.bkhmcpa.com">www.bkhmcpa.com</a>.</p> <ul> <li>Financial statement audits and assurance</li> <li>Tax planning and tax strategy support</li> <li>Strategic consulting for closely held businesses</li> <li>Experience across multiple operating industries</li> </ul>

Website: https://www.www.bkhmcpa.com

Founded: 1990

Office Locations

  • Winter Park, FL

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 9
  • Total AUM Audited: $74.1M
  • 401(k): 9 plans, $74.1M 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
RON JON SAVINGS AND INVESTMENT PLAN RON JON SURF SHOP OF FLA., INC., FL $20M 251
LSQ GROUP HOLDINGS LLC 401(K) PLAN LSQ GROUP HOLDINGS, LLC, FL $14M 73
THE BRIAR TEAM, LLC 401(K) PROFIT SHARING PLAN THE BRIAR TEAM, LLC, FL $8M 230
UNITED PARACHUTE TECHNOLOGIES LLC 401(K) PLAN UNINSURED UNITED PARACHUTE TECHN, FL $5M 147
CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS 401(K) PLAN CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS, FL $4M 107
401(k) Retirement Plan Healthcare Sponsor, FL $4M 218
401(k) Retirement Plan Manufacturing Sponsor, FL $123,511 182

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