Gould, Kobrick & Schlapp, P.C.

Employee Benefit Plan Auditor

New York, NY

About Gould, Kobrick & Schlapp, P.C.

<p>Union and benefit plan audits are the only focus at Gould, Kobrick &amp; Schlapp, P.C., a CPA firm headquartered in Manhattan and serving the New York City metro area.</p> <p>Founded in 1997, the firm works with labor organizations and employee benefit plans across the New York–New Jersey–Connecticut tri-state region. Managing partner Steven T. Schlapp, CPA, has worked in the labor industry since 1977.</p> <p>Gould, Kobrick &amp; Schlapp, P.C. is a member of the AICPA Employee Benefit Plan Audit Quality Center, and the firm’s principals belong to the AICPA and the NYSSCPA. Its work includes audits and related services tied to plan operations and payroll reporting.</p> <p>What sets the firm apart is its exclusive specialization in the labor sector, rather than splitting time across unrelated industries.</p> <ul> <li>Financial statement audits for labor organizations and employee benefit plans</li> <li>Payroll compliance audits</li> <li>Internal control evaluation</li> <li>Forensic audits</li> <li>Consulting services for labor organizations and benefit plans</li> </ul>

Website: https://gkspc.com/

Founded: 1997

Office Locations

  • New York, NY (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 52
  • Total AUM Audited: $5.7B
  • 401(k): 52 plans, $5.7B 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
LOCAL 282 PENSION TRUST FUNDBOARD OF TRUSTEES OF LOCAL 282, NY$1.4B3,000
TEAMSTER LOCAL 282 ANNUITY TRUST FUNDBOARD OF TRUSTEES LOCAL 282, NY$886M3,993
LOCAL 52 401 (K) FUNDBOARD OF TRUSTEES OF LOCAL 52, NJ$558M5,441
PENSION FUND UNITED SCENIC ARTISTS LOCAL 829BOARD OF TRUSTEES OF PENSION FUND, NJ$533M2,834
IBEW LOCAL 1049 CRAFT ANNUITY FUNDBOARD OF TRUSTEES IBEW LOCAL 1049, NY$349M3,321
LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLANLOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLAN, NJ$180M116
NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS INDIVIDUAL ACCOUNT PLANNATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS, NY$124M2,808
MARBLE INDUSTRY PENSION TRUST FUNDBOARD OF TRUSTEES OF MARBLE, NY$99M358
BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN LONG ISLAND PENSION FUNDBOARD OF TRUSTEES, NY$88M557
MARBLE INDUSTRY ANNUITY TRUST FUNDBOARD OF TRUSTEES OF MARBLE, NY$88M279
BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUNDBOARD OF TRUSTEES-BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND, NY$54M705
STONE SETTERS PENSION FUND LOCAL 84BOARD OF TRUSTEES OF STONE SETTERS, NY$40M88
MOSAIC & TERRAZZO PENSION FUNDTHE BOARD OF TRUSTEES OF THE MOSAIC TERRAZZO PENSION FUND, NY$35M254
MOSAIC & TERRAZZO WORKERS' ANNUITY FUNDTHE BOARD OF TRUSTEES OF THE MOSAIC TERRAZZO WORKERS ANNUITY FUND, NY$32M258
DOCTORS COUNCIL ANNUITY FUND 2BOARD OF TRUSTEES DOCTORS COUNCIL ANNUITY FUND 2, NY$28M87
STONE SETTERS ANNUITY FUND LOCAL 84BOARD OF TRUSTEES OF STONE SETTERS, NY$26M116
PENSION FUND OF MOVING PICTURE MACHINE OPERATORS UNION OF GREATER NEW YORK, LOCAL 306BOARD OF TRUSTEES PENSION FUND OF UNION OF GREATER NEW YORK LOCAL 306, NY$25M19
CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUNDBOARD OF TRUSTEES OF CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUND, NJ$23M100
SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLANSOCIAL SERVICE EMPLOYEES UNION, NY$9M90
U.A.W. LOCAL 2179 PENSION PLANBOARD OF TRUSTEES U.A.W. LOCAL 2179, NY$4M467

Showing top 20 of 26 plans serviced in 2024.

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