About Bomberg Hanson & Associates
<p>Accounting and audit work is the core of Bomberg Hanson & Associates, a CPA firm founded in 2003. Based in Minneapolis in the Twin Cities metro, the firm supports businesses with tax, consulting, and related advisory services.</p> <p>Timothy P. Stoeger leads the firm’s tax practice. His work covers personal and business income tax, multi-state tax, estate, trust, and gift tax matters, along with representation before taxing authorities.</p> <p>Beyond tax compliance, the firm handles consulting projects tied to ownership and long-term planning, including entity selection, business succession planning, mergers and acquisitions, and strategic planning. For retirement plan sponsors that need an audit partner who also understands the tax side of the business, the firm brings both disciplines under one roof. For firms that need a <a href="/auditors/401k">401(k) auditor</a>, Bomberg Hanson & Associates is one option in the Minneapolis–St. Paul area.</p> <p>Phone: 763-277-0303. Address: 9800 Shelard Pkwy, Ste 208, Minneapolis, MN 55441-6452.</p> <ul> <li>CPA firm providing audit and accounting services</li> <li>Tax services: individual, business, multi-state, and fiduciary tax</li> <li>Estate, trust, and gift tax planning support</li> <li>Representation before taxing authorities</li> <li>Consulting: entity selection, succession planning, M&A, and strategic planning</li> </ul>
Website: https://www.brhllc.com/
Founded: 2003
Office Locations
- Minneapolis, MN (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 5
- Total AUM Audited: $94.1M
- 401(k): 5 plans, $94.1M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| METROPOLITAN CORPORATION 401(K) PLAN AND TRUST | METROPOLITAN CORP., MN | $29M | 374 |
| SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN | SCOTT EQUIPMENT COMPANY, MN | $24M | 154 |
| MACQUEEN EQUIPMENT GROUP 401(K) PLAN | MACQUEEN EQUIPMENT, LLC, MN | $20M | 345 |
| QUALI TECH, LLC 401(K) PROFIT SHARING PLAN | QUALI TECH, LLC, MN | $11M | 118 |
| COLWELL INDUSTRIES, INC. 401(K) SAVINGS PLAN | COLWELL INDUSTRIES, INC., IN | $10M | 37 |