Johnson & Sheldon, PLLC

Employee Benefit Plan Auditor

Amarillo, TX

About Johnson & Sheldon, PLLC

<p>From its Amarillo headquarters at 500 S Taylor St, Suite 200, Johnson &amp; Sheldon, PLLC works with individuals and businesses across the Texas Panhandle, including Pampa and Hereford. Founded in 1991, the firm is a CPA practice that handles audit work alongside day-to-day accounting and tax services.</p> <p>Johnson &amp; Sheldon provides tax planning and preparation, personal financial consulting, and year-round accounting support for operating companies. For employers that sponsor retirement plans, the firm’s audit background can be relevant when a plan needs help meeting reporting and compliance expectations typical for <a href="/auditors/401k">401(k) auditors</a>.</p> <p>On the back-office side, the team also runs bookkeeping and payroll services and offers business consulting for growing organizations. One point that sets the firm apart locally is its ProPay system, which it uses to deliver payroll services in a repeatable, process-driven way.</p> <ul> <li>CPA firm founded in 1991</li> <li>Audit services, including work aligned with <a href="/auditors/401k">401(k) auditors</a></li> <li>Tax planning and tax preparation</li> <li>Bookkeeping and year-round accounting services</li> <li>Payroll services through the firm’s ProPay system</li> </ul>

Website: https://amacpas.com/insights/

Founded: 1991

Office Locations

  • Amarillo, TX (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 19
  • Total AUM Audited: $337.0M
  • 401(k): 19 plans, $337.0M 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
AMARILLO NATIONAL BANK 401(K) PLAN AMARILLO NATIONAL BANK, TX $118M 719
PAY AND SAVE INC 401K PLAN PAY AND SAVE INC, TX $64M 2,718
AFFILIATED FOODS, INC. PROFIT SHARING PLAN AFFILIATED FOODS, INC., TX $50M 928
FOXWORTH-GALBRAITH LUMBER COMPANY & ASSOCIATED COMPANIES 401(K) PLAN FOXWORTH-GALBRAITH LUMBER COMPANY, TX $38M 1,230
AMARILLO MEDICAL SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN AND TRUST AMARILLO MEDICAL SPECIALISTS, LLP, TX $32M 172
401(k) Retirement Plan Healthcare Sponsor, TX $28M 368
401(k) Retirement Plan Manufacturing Sponsor, TX $25M 111
401(k) Retirement Plan Professional Services Sponsor, TX $22M 921
401(k) Retirement Plan Technology Sponsor, OK $21M 453

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