About Dana F. Cole & Company, LLP
<p>Founded in 1915, Dana F. Cole & Company, LLP is a CPA firm that handles audit, accounting, tax, and consulting work for organizations in and around the Lincoln metro and the broader Midwest.</p> <p>The Lincoln, Nebraska office is located at 1248 O Street, Suite 500. The firm prepares financial statements, runs entity audits, and provides tax planning and tax consultation for ongoing compliance and reporting needs.</p> <p>Dana F. Cole & Company also advises on business succession planning and other continuity issues that come up as ownership changes or leadership transitions. What sets the firm apart is its long operating history paired with a Midwest footprint that supports multi-location clients.</p> <p>Phone: 402-479-9329. Website: <a href="https://www.danacole.com">www.danacole.com</a>.</p> <ul> <li>Financial statement preparation and related accounting services</li> <li>Audit services, including entity audits</li> <li>Tax planning and tax consultation</li> <li>Advisory and consulting support</li> <li>Succession and continuity planning</li> </ul>
Website: https://www.danacole.com/
Founded: 1915
Office Locations
- Lincoln, NE
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 9
- Total AUM Audited: $104.2M
- 401(k): 9 plans, $104.2M AUM
Plans Serviced (2025)
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 |
|---|---|---|---|
| PTH & AB STAFFING 401(K) PLAN | PRIME TIME HEALTHCARE, LLC, NE | $22M | 3,075 |
| THE SARGENT COMPANIES 401(K) PLAN | CHARLES SARGENT IRRIGATION, INC., NE | $18M | 167 |
| COMMUNITY BANCSHARES 401(K) PLAN | COMMUNITY BANCSHARES, INC., KS | $15M | 106 |
| ADAMS LAND & CATTLE, LLC 401(K) PLAN | ADAMS LAND & CATTLE, LLC, NE | $15M | 167 |
| BEARDMORE CHEVROLET, MIDWAY CHEVROLET EMPLOYEES 401(K) PROFIT SHARING PLAN | BEARDMORE CHEVROLET, INC., NE | $11M | 211 |
| 401(k) Retirement Plan | Healthcare Sponsor, KS | $10M | 117 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NE | $8M | 187 |
| 401(k) Retirement Plan | Professional Services Sponsor, NE | $8M | 120 |
| 401(k) Retirement Plan | Technology Sponsor, NE | $7M | 151 |
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