About Lear & Pannepacker, LLP
<p>Founded in 1984, Lear & Pannepacker, LLP has handled audit and accounting work for businesses, individuals, and not-for-profit organizations for decades.</p> <p>Based in Princeton in the New York–Newark–New Jersey metro area, the firm operates from 791 Alexander Road and works with clients across the tri-state region as well as international clientele. As an auditing firm, it also supports organizations that need periodic assurance work tied to their financial reporting.</p> <p>Lear & Pannepacker, LLP provides Audit & Assurance, CFO Support, Estates & Trusts, and Tax Services, along with bookkeeping and tax planning. Kenneth Siegel is a contact for the firm.</p> <p>What sets the practice apart is the mix of audit work and day-to-day finance support (including CFO Support) under one roof, which can be helpful for organizations that want continuity between annual reporting and ongoing accounting.</p> <ul> <li>Audit & Assurance services (including work relevant to <a href="/auditors/401k">401(k) auditors</a>)</li> <li>CFO Support for ongoing finance and reporting needs</li> <li>Tax Services and tax planning</li> <li>Estates & Trusts services</li> <li>Bookkeeping support</li> </ul>
Website: https://lp-cpa.com/
Founded: 1984
Office Locations
- Princeton, NJ
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $93.8M
- 401(k): 4 plans, $93.8M 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 |
|---|---|---|---|
| YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN | YOUR PART-TIME CONTROLLER, LLC, PA | $54M | 736 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS, LLC 401(K) PROFIT SHAR | SIGNATURE ESTATE & INVESTMENT AD, CA | $16M | 178 |
| INMOBI INC. 401(K) PLAN | INMOBI INC., CA | $16M | 97 |
| QUALITY PACKAGING SPECIALISTS INTERNATIONAL, LLC 401(K) SAVINGS PLAN | QUALITY PACKAGING SPECIALISTS INTERNATIONAL, LLC, NJ | $8M | 503 |
| WIRELESS EXPERIENCE GROUP, INC. 401(K)/PROFIT SHARING PLAN | WIRELESS EXPERIENCE GROUP, INC., NJ | $4M | 31 |