About Jones Simkins LLC
<p>Founded in 1948, Jones Simkins LLC has worked with Utah businesses for generations from Logan in the Cache Valley region of northern Utah.</p> <p>The firm is a CPA practice with a focus on Audit & Assurance work, including engagements that require close attention to current professional guidance and changing rules. For retirement plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, this background supports audit planning, fieldwork, and reporting that align with plan requirements.</p> <p>Jones Simkins also provides tax services built around periodic check-ins, with the goal of finding tax savings opportunities and keeping work aligned with a client’s goals and business direction. Jacob D. Barker is the listed contact for the firm.</p> <ul> <li>CPA firm founded in 1948</li> <li>Audit & Assurance services</li> <li>Tax planning support through periodic meetings</li> <li>Based in Logan, serving the Cache Valley and northern Utah area</li> <li>Website: <a href="https://jones-simkins.com">jones-simkins.com</a> | Phone: (435) 752-1510</li> </ul>
Website: https://jones-simkins.com/
Founded: 1948
Office Locations
- Logan, UT
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 33
- Total AUM Audited: $807.5M
- 401(k): 33 plans, $807.5M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 401(K) SIMPLIFIED FLEXIBLE | ADVISORTRUST, INC., SD | $157M | 5,104 |
| ULTRADENT PRODUCTS, INC. 401(K) PLAN | ULTRADENT PRODUCTS, INC., UT | $110M | 1,341 |
| CAMPBELL SCIENTIFIC PROFIT SHARING PLAN | CAMPBELL SCIENTIFIC, INC., UT | $106M | 605 |
| CARRIAGE HOUSE INVESTMENTS COMPANY EMPLOYEES' PROFIT SHARING PLAN | CARRIAGE HOUSE INVESTMENTS COMPANY, UT | $62M | 280 |
| GOSSNER FOODS 401(K) PROFIT SHARING PLAN | GOSSNER FOODS, INC., UT | $50M | 507 |
| 401(k) Retirement Plan | Healthcare Sponsor, UT | $39M | 246 |
| 401(k) Retirement Plan | Manufacturing Sponsor, UT | $39M | 705 |
| 401(k) Retirement Plan | Professional Services Sponsor, UT | $37M | 402 |
| 401(k) Retirement Plan | Technology Sponsor, UT | $30M | 1,996 |
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