Lear & Pannepacker, LLP

Employee Benefit Plan Auditor

Princeton, NJ

About Lear & Pannepacker, LLP

<p>Founded in 1984, Lear &amp; 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 &amp; Pannepacker, LLP provides Audit &amp; Assurance, CFO Support, Estates &amp; 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 &amp; 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 &amp; 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).

PlanSponsorAssetsParticipants
YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLANYOUR PART-TIME CONTROLLER, LLC, PA$54M736
SIGNATURE ESTATE & INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARSIGNATURE ESTATE & INVESTMENT AD, CA$16M178
INMOBI INC. 401(K) PLANINMOBI INC., CA$16M97
QUALITY PACKAGING SPECIALISTS INTERNATIONAL, LLC 401(K) SAVINGS PLANQUALITY PACKAGING SPECIALISTS INTERNATIONAL, LLC, NJ$8M503
WIRELESS EXPERIENCE GROUP, INC. 401(K)/PROFIT SHARING PLANWIRELESS EXPERIENCE GROUP, INC., NJ$4M31

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