Johnson, Stone & Pagano, P.S.

Employee Benefit Plan Auditor

Fircrest, WA

About Johnson, Stone & Pagano, P.S.

<p>Founded in 1982, Johnson, Stone &amp; Pagano, P.S. is a CPA firm based in Fircrest in the Tacoma area, working with clients across the South Sound and the broader Puget Sound region.</p> <p>The firm handles audit work alongside tax and accounting services for businesses and individuals. For employers that sponsor retirement plans, its work fits within the broader category of <a href="/auditors/401k">401(k) auditors</a>, with the added benefit of a team that also supports day-to-day accounting and tax needs.</p> <p>Industry experience includes nonprofits, real estate, construction, manufacturing, and professional services. Clients often use the firm for practical items like QuickBooks support and R&amp;D tax credit help, as well as longer-term planning for estates and trusts.</p> <p>What sets the firm apart is its mix of assurance work (audits, reviews, and compilations) and hands-on tax and accounting support under one roof, which can simplify coordination for growing organizations.</p> <ul> <li>Audit, review, and compilation engagements</li> <li>Tax planning and tax preparation</li> <li>Accounting and advisory services</li> <li>QuickBooks setup and troubleshooting</li> <li>R&amp;D tax credit and estate/trust tax planning support</li> </ul>

Website: https://www.jspcpa.com/

Founded: 1982

Office Locations

  • Fircrest, WA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 7
  • Total AUM Audited: $54.6M
  • 401(k): 7 plans, $54.6M 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 401(K) PROFIT SHARING PLAN OF TACOMA SCREW PRODUCTS, INC. TACOMA SCREW PRODUCTS, INC., WA $19M 369
WHIDBEY TELEPHONE COMPANY 401(K) PLAN WHIDBEY TELEPHONE COMPANY, WA $14M 89
ORION INDUSTRIES 401(K) PLAN ORION INDUSTRIES, INC., WA $12M 188
METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN METROPOLITAN DEVELOPMENT COUNCIL, WA $6M 159
BEHAVIORAL HEALTH RESOURCES RETIREMENT PLAN BEHAVIORAL HEALTH RESOURCES, WA $6M 141
403(b) Retirement Plan Healthcare Sponsor, WA $3M 246
401(k) Retirement Plan Manufacturing Sponsor, WA $3M 98
401(k) Retirement Plan Professional Services Sponsor, WA $3M 39

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