Lewis, Kisch & Associates, Ltd.

Employee Benefit Plan Auditor

Hastings, MN

About Lewis, Kisch & Associates, Ltd.

<p>Across the Twin Cities metro’s southeast suburbs, Lewis, Kisch &amp; 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 &amp; 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).

PlanSponsorAssetsParticipants
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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