Larson, Kellett & Associates, P.C.

Employee Benefit Plan Auditor

Montoursville, PA

About Larson, Kellett & Associates, P.C.

<p>Founded in 1993, Larson, Kellett &amp; Associates, P.C. is an accounting firm in Montoursville, Pennsylvania, in the Williamsport area of north-central PA. The practice works with business owners, executives, and independent professionals on recurring accounting needs and year-round tax work.</p> <p>While the firm appears in directories as an <a href="/auditors/401k">401(k) auditors</a> option, its day-to-day services center on tax preparation, tax planning, and ongoing accounting support. The team also provides QuickBooks setup and support for clients who want their bookkeeping and reporting kept in order.</p> <p>A key differentiator is its focus on manufacturing accounting, with specific experience in areas like R&amp;D tax credits and cost segregation studies. The firm is led by Brian C. Larson.</p> <p>For details or scheduling, call (570) 368-2941 or visit the firm’s website.</p> <ul> <li>Business and individual accounting services</li> <li>Tax preparation and tax planning</li> <li>QuickBooks services</li> <li>Manufacturing accounting support</li> <li>R&amp;D tax credits and cost segregation</li> </ul>

Website: https://www.larsonkellett.com/

Founded: 1993

Office Locations

  • Montoursville, PA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 10
  • Total AUM Audited: $139.9M
  • 401(k): 10 plans, $139.9M 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
FIRST CITIZENS COMMUNITY BANK PROFIT SHARING PLANFIRST CITIZENS COMMUNITY BANK, PA$43M407
RITZ-CRAFT CORPORATION PROFIT SHARING RETIREMENT PLANRITZ-CRAFT CORPORATION OF PENNSYLVANIA, INC., PA$20M635
JOURNEY BANK EMPLOYEES' PROFIT SHARING PLANJOURNEY BANK, PA$19M264
SUNBURY MOTOR COMPANY 401(K) RETIREMENT PLANSUNBURY MOTOR COMPANY, PA$13M141
FIRST CITIZENS COMMUNITY BANK ACCOUNT BALANCE PENSION PLANFIRST CITIZENS COMMUNITY BANK, PA$12M42
WOODLANDS BANK RETIREMENT AND INVESTMENT PLANWOODLANDS BANK, PA$12M107
ALLISON CRANE & RIGGING, LLC 401(K) PLANALLISON CRANE & RIGGING, LLC, PA$7M120
LIBERTY HOSPITALITY PARTNERS, L.P. 401(K) PLANLIBERTY HOSPITALITY PARTNERS, L.P., PA$6M346
ALLAIRE HEALTH SERVICES EMPLOYEE RETIREMENT SAVINGS PLANALLAIRE HEALTH SERVICES, PA$5M392
NOTTINGHAM HEALTH CARE SERVICES, INC. RETIREMENT SAVINGS PLANLEEDS HEALTH CARE SERVICES, INC., PA$4M126

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