Buckley & Sitzman LLP

Employee Benefit Plan Auditor

Lincoln, NE

About Buckley & Sitzman LLP

<p>Founded in 1920, Buckley &amp; Sitzman LLP has worked with Nebraska businesses and individuals for generations from its office in Lincoln in the Lincoln–Omaha region.</p> <p>The firm provides audit and assurance work alongside tax and accounting services. For organizations that need an independent CPA opinion, Buckley &amp; Sitzman LLP handles audits and related Assurance and Advisory Services, including business valuations. The team also supports clients with day-to-day accounting, record-keeping, and accounting system setup, with attention to cost-containment and practical reporting.</p> <p>Tax planning and preparation is a core part of the practice, including help with complicated tax rules and year-round planning. The firm also offers Estate and Trust Planning for clients who want their tax and financial decisions coordinated across generations.</p> <p>A point of continuity for clients is leadership from long-time professionals, including Partner and CPA Mark A. Nave. Phone: (402) 484-7676.</p> <ul> <li>Independent audit and assurance services (<a href="/auditors/401k">401(k) auditors</a>)</li> <li>Business valuations and advisory support</li> <li>Tax planning and tax return preparation</li> <li>Estate and trust planning</li> <li>Accounting services, record-keeping, and accounting system setup</li> </ul>

Website: https://www.buckleysitzman.com/

Founded: 1920

Office Locations

  • Lincoln, NE

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 4
  • Total AUM Audited: $37.7M
  • 401(k): 4 plans, $37.7M 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
LISLE CORPORATION EMPLOYEES' PROFIT SHARING RETIREMENT PLAN LISLE CORPORATION, IA $66M 285
PAINTERS LOCAL NO. 109 PENSION FUND BOARD OF TRUSTEES OF PAINTERS LOCAL NO. 109 PENSION TRUST, NE $18M 49
SCHLEICH ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN SCHLEICH ENTERPRISES, INC., NE $13M 195
STEPHENS AND SMITH CONSTRUCTION 401(K) PLAN STEPHENS AND SMITH CONSTRUCTION, NE $13M 224
WATTS COMPANIES RETIREMENT PLAN WATTS ELECTRIC COMPANY, NE $9M 110
401(k) Retirement Plan Healthcare Sponsor, NE $1M 314

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