About Lewis, Kisch & Associates, Ltd.
<p>Across the Twin Cities metro’s southeast suburbs, Lewis, Kisch & Associates, Ltd. works with businesses and individuals from its office in Hastings, Minnesota. Founded in 1988, the firm provides day-to-day accounting support along with formal financial statement work.</p> <p>Clients use the firm for tax preparation, bookkeeping, and peer reviews. Lewis, Kisch & Associates also prepares financial statements and performs audits, reviews, and compilations, with experience supporting organizations that need independent reporting.</p> <p>For employers with retirement plans, the firm handles employee benefit plan audits and related audit proposals as part of its work as <a href="/auditors/401k">401(k) auditors</a> and other plan audit support. Thomas A. Madsen, CPA, a shareholder who joined the firm in 2000, is a key contact for audit proposals and client questions.</p> <p>What sets the firm apart is the mix of local, single-office accessibility in Hastings and a menu of services that covers both routine accounting and benefit plan audit needs. Phone: 651-437-3356 (free initial consultation).</p> <ul> <li>Employee benefit plan audits</li> <li>Financial statement audits, reviews, and compilations</li> <li>Tax preparation</li> <li>Bookkeeping</li> <li>Peer reviews</li> </ul>
Website: https://www.lewiskisch.com/
Founded: 1988
Office Locations
- Hastings, MN
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 5
- Total AUM Audited: $267.8M
- 401(k): 5 plans, $267.8M AUM
Plans Serviced (2025)
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 |
|---|---|---|---|
| MALCO PRODUCTS SBC EMPLOYEE STOCK OWNERSHIP PLAN | MALCO TOOLS, INC., MN | $187M | — |
| TOLOMATIC, INC. 401(K) & PROFIT SHARING PLAN | TOLOMATIC, INC., MN | $40M | 244 |
| SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE RETIREMENT PLAN B | SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE, MN | $25M | 250 |
| MALCO TOOLS, INC. 401(K) PLAN | MALCO TOOLS, INC., MN | $21M | 152 |
| FORTUNE TRANSPORTATION 401K AND PROFIT SHARING PLAN | FORTUNE TRANSPORTATION, MN | $10M | 176 |
| 401(k) Retirement Plan | Healthcare Sponsor, IA | $9M | 160 |
| 401(k) Retirement Plan | Manufacturing Sponsor, IA | $5M | 85 |
| 401(k) Retirement Plan | Professional Services Sponsor, MN | $3M | 158 |
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