Jeffrey L. Offhaus CPA, LLC

Employee Benefit Plan Auditor

Orchard Park, NY

About Jeffrey L. Offhaus CPA, LLC

<p>Founded in 2005, Jeffrey L. Offhaus CPA, LLC focuses on employee benefit plan audits rather than general CPA work. The firm is based in Orchard Park in the Buffalo–Niagara region of Western New York.</p> <p>Jeffrey L. Offhaus and his team handle audits for a range of employee benefit plans, including 401(k) plans. The practice emphasizes efficient audit fieldwork, clear reporting, and coordination with plan sponsors and third-party administrators to keep the audit process moving and costs predictable.</p> <p>The firm is an active member of the AICPA and the AICPA Employee Benefit Plan Audit Quality Center, and it keeps its audit approach aligned with Department of Labor reporting and compliance expectations.</p> <p>One differentiator is its narrow focus on benefit plan audits, which helps clients work with a team that performs this type of work year-round. Learn more at <a href="https://www.offhauscpa.com/">https://www.offhauscpa.com/</a>.</p> <ul> <li>Employee benefit plan audits</li> <li><a href="/auditors/401k">401(k) audits</a></li> <li>Audit coordination with plan sponsors and TPAs</li> <li>AICPA member; AICPA Employee Benefit Plan Audit Quality Center participant</li> </ul>

Website: https://www.offhauscpa.com/

Founded: 2005

Office Locations

  • Orchard Park, NY

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 23
  • Total AUM Audited: $942.9M
  • 401(k): 23 plans, $942.9M 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).

PlanSponsorAssetsParticipants
THE CANNON CORPORATION 401(K) PLANTHE CANNON CORPORATION, NY$274M1,209
WEST HERR EMPLOYEES' RETIREMENT PLANWEST HERR FORD, INC., NY$176M3,152
DERRICK CORPORATION PROFIT SHARING PLANDERRICK CORPORATION, NY$96M617
LUMSDEN & MCCORMICK, LLP 401(K) PLANLUMSDEN & MCCORMICK, LLP, NY$56M132
QVI 401-K PLANQUALITY VISION INTERNATIONAL INC., NY$52M295
THE SUMMIT CENTER 401(K) PLANTHE SUMMIT CENTER INC., NY$33M477
INSERO & CO. CPAS, LLP 401(K) PLANINSERO & CO. CPAS, LLP, NY$26M131
COMMUNITY SERVICES FOR EVERY1, INC. 401(K) PROFIT SHARING PLANCOMMUNITY SERVICES FOR EVERY1, INC., NY$24M664
CHIAMPOU TRAVIS BESAW & KERSHNER LLP 401(K) PLANCHIAMPOU TRAVIS BESAW & KERSHNER LLP, NY$22M147
QVI PROFIT SHARING RETIREMENT PLANQUALITY VISION INTERNATIONAL INC., NY$19M272
WORLDWIDE TRAVEL STAFFING LIMI 401(K) PROFIT SHARING PLAN & TRUSTWORLDWIDE TRAVEL STAFFING LIMI, NY$17M785
PROCOM SERVICES 401(K) PLANPROCOM SERVICES AMERICA, INC., NC$13M778
VENTERRA REALTY INC. 401(K) PLANVENTERRA REALTY INC.$13M739
VANDEMARK CHEMICAL INC. 401(K) PROFIT SHARING PLANVANDEMARK CHEMICAL INC., NY$12M80
NEIGHBORHOOD HEALTH CENTER OF WNY, INC. 403(B) PLANNEIGHBORHOOD HEALTH CENTER OF WNY, INC., NY$12M376
SAVE ON SP 401(K) PLANSAVE ON SP LLC, NY$9M210
SAVE ON SP CASH BALANCE PLANSAVE ON SP LLC, NY$7M219
GP 50 NEW YORK LTD. 401(K) PROFIT SHARING PLANGP 50 NEW YORK LTD., NY$6M105
ROHAN & HARPER, P. C. 401(K) PLANROHAN & HARPER, P.C., NY$6M152
NATIONAL PROPERTY MANAGEMENT ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUSTNATIONAL PROPERTY MANAGEMENT ASSOCIATES, INC., NY$4M427

Showing top 20 of 21 plans serviced in 2024.

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