About Henry & Peters, P.C.
<p>From its offices in Tyler, Longview, and Frisco across East Texas and the Dallas–Fort Worth area, Henry & Peters, P.C. works with businesses and individuals throughout Texas and the U.S.</p> <p>Founded in 1929, the firm provides accounting, tax, and consulting services, with audit and assurance support for organizations that need independent reporting and review.</p> <p>Brett Morton, CPA is part of the audit team. He joined Henry & Peters, P.C. full-time in 2010 after completing an internship and focuses his work on audit and assurance engagements.</p> <p>The firm’s work includes clients in Oil & Gas, Healthcare, and Non-Profits, which helps its auditors bring sector-specific knowledge to planning and fieldwork. Henry & Peters, P.C. is also a resource for organizations looking for <a href="/auditors/401k">401(k) auditors</a> as part of their broader compliance needs.</p> <ul> <li>Auditor with audit and assurance experience (Brett Morton, CPA)</li> <li>Founded in 1929</li> <li>Offices in Tyler, Longview, and Frisco, Texas</li> <li>Industry experience in Oil & Gas, Healthcare, and Non-Profits</li> <li>Accounting, tax, and consulting services alongside audit work</li> </ul>
Website: https://www.henrypeters.com/
Founded: 1929
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 42
- Total AUM Audited: $890.0M
- 401(k): 42 plans, $890.0M 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 |
|---|---|---|---|
| MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN | MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN, TX | $215M | 781 |
| SCOT INDUSTRIES, INC. PROFIT SHARING TRUST | SCOT INDUSTRIES, INC., TX | $190M | 788 |
| USDP 401K PLAN | OLIVER STREET DERMATOLOGY MANAGEMENT LLC, TX | $106M | 2,140 |
| DERMATOLOGY ASSOCIATES RETIREMENT PLAN | OLIVER STREET DERMATOLOGY HOLDINGS LLC, TX | $91M | 1,409 |
| RETIREMENT PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. | SOUTHSIDE BANCSHARES, INC., TX | $77M | 69 |
| 401(k) Retirement Plan | Healthcare Sponsor, TX | $58M | 832 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TX | $49M | 1,488 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $43M | 1,164 |
| 401(k) Retirement Plan | Technology Sponsor, TX | $36M | 964 |
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