About Duggan, Joiner & Company
<p>Rooted in Ocala in North Central Florida, Duggan, Joiner & Company is a CPA firm that works with individuals and businesses on audit, accounting, and consulting needs across the region.</p> <p>Founded in 2003, the firm also describes itself as established over 100 years ago and as one of the area’s largest public accounting firms. Its work includes audit services along with tax preparation and related tax consulting.</p> <p>For plan sponsors that need an independent financial statement audit, Duggan, Joiner & Company provides <a href="/auditors/401k">401(k) auditors</a> services for retirement plans. Sheila Bartczak is listed as an auditor and the primary contact.</p> <p>A key point of distinction is the firm’s long-standing local presence in the Ocala area, with services delivered from a single North Central Florida office.</p> <ul> <li>CPA and consulting firm based in Ocala, Florida</li> <li>Founded in 2003 (also described as established over 100 years ago)</li> <li>Audit services, including retirement plan audits</li> <li>Tax preparation and tax consulting for individuals and businesses</li> <li>Primary contact: Sheila Bartczak</li> </ul>
Website: https://www.djcocpa.com/contact_us.html?contact_id=32051
Founded: 2003
Office Locations
- Ocala, FL (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 6
- Total AUM Audited: $66.9M
- 401(k): 6 plans, $66.9M 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 |
|---|---|---|---|
| DAVE CARTER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DAVE CARTER & ASSOCIATES, INC., FL | $18M | 125 |
| ON TOP OF THE WORLD COMMUNITIES, LLC 401(K) PLAN | ON TOP OF THE WORLD COMMUNITIES, LLC, FL | $17M | 715 |
| TOWNLEY ENGINEERING AND MANUFACTURING COMPANY, INC. 401(K) PLAN | TOWNLEY ENGINEERING AND MANUFACTURING COMPANY, INC., FL | $16M | 297 |
| DCA PROFIT SHARING 401(K) PLAN | THE FALCON CORPORATION, FL | $10M | 141 |
| SOUTHEAST MILK INC. 401K PROFIT SHARING PLAN | SOUTHEAST MILK, INC., FL | $8M | 114 |