About Faulkner, King & Wenz, PSC
<p>Founded in 1984 by Joseph C. King and Harvey K. Faulkner, Faulkner, King & Wenz, PSC grew out of a satellite office of Potter & Company and has remained rooted in the Mount Sterling area of Eastern Kentucky.</p> <p>From its office in Mount Sterling, the firm works with individuals and businesses across the surrounding region on day-to-day accounting needs, tax work, and related financial consulting. Its team is led by partner Joseph C. King, CPA, with partners John M. Wenz, CPA, Kevin Romenesko, CPA, and Karen S. Trent, CPA.</p> <p>As an audit-focused CPA firm in a retirement plan provider search, Faulkner, King & Wenz fits within the broader group of <a href="/auditors/401k">401(k) auditors</a> that support plan sponsors with the financial reporting and compliance work tied to benefit plans.</p> <ul> <li>Certified public accounting firm founded in 1984</li> <li>Accounting and financial statement support</li> <li>Tax preparation for individuals and businesses</li> <li>Consulting services related to accounting and taxes</li> <li>Phone: (859) 498-1836</li> </ul>
Website: https://www.fandkcpa.wenzhost.com/
Founded: 1984
Office Locations
- Mount Sterling, KY
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $196.2M
- 401(k): 10 plans, $196.2M 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 |
|---|---|---|---|
| TRADITIONAL BANK, INC. 401(K) PROFIT SHARING PLAN | TRADITIONAL BANK, INC., KY | $39M | 263 |
| ARROW DENTAL 401(K) RETIREMENT SAVINGS PLAN | ARROW DENTAL, PLLC, KY | $36M | 402 |
| THE LEXINGTON SCHOOL RETIREMENT PLAN | THE LEXINGTON SCHOOL, KY | $23M | 115 |
| LAFAYETTE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | LAFAYETTE ENGINEERING, INC., KY | $23M | 169 |
| SAYRE SCHOOL 403(B) DC PLAN | SAYRE SCHOOL, KY | $19M | 157 |
| 401(k) Retirement Plan | Healthcare Sponsor, KY | $15M | 120 |
| 401(k) Retirement Plan | Manufacturing Sponsor, KY | $15M | 320 |
| 401(k) Retirement Plan | Professional Services Sponsor, KY | $13M | 961 |
| 401(k) Retirement Plan | Technology Sponsor, KY | $10M | 184 |
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