Ling & Bouman CPA's, LLP

Employee Benefit Plan Auditor

San Francisco, CA

About Ling & Bouman CPA's, LLP

<p>From its base in San Francisco, Ling &amp; Bouman CPA's, LLP works with organizations across the Bay Area on audit and CPA needs.</p> <p>The firm lists its service lines online at <a href="https://www.lingbouman.com/our-services">lingbouman.com/our-services</a>. Jason Charles Gutzmer is a primary contact and auditor for the practice.</p> <p>Ling &amp; Bouman CPA's, LLP provides CPA services for businesses and individuals, with an emphasis on clear communication and practical guidance rather than canned reports. Clients who want to discuss audit support can reach out through the firm’s website.</p> <ul> <li>Audit services from an experienced CPA firm</li> <li>CPA support for businesses and individuals</li> <li>Primary contact: Jason Charles Gutzmer</li> <li>Headquartered in San Francisco in the Bay Area</li> </ul>

Website: https://www.lingbouman.com/our-services

Office Locations

  • San Francisco, CA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 9
  • Total AUM Audited: $140.5M
  • 401(k): 9 plans, $140.5M 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
SENIOR RESOURCE GROUP 401(K) RETIREMENT PLAN SRG OPERATING, INC., CA $40M 2,050
JC RESORTS LLC 401(K) BENEFIT PLAN JC RESORTS LLC, CA $33M 1,375
KEITHLY-WILLIAMS SEEDS, INC. 401(K) PROFIT SHARING PLAN KEITHLY-WILLIAMS SEEDS, INC., AZ $22M 125
THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST THE AUTOMOTIVE GROUP, INC., CA $10M 257
LA JOLLA BEACH AND TENNIS CLUB 401(K) PLAN LA JOLLA BEACH AND TENNIS CLUB PARTNERS L.P., CA $9M 405
401(k) Retirement Plan Healthcare Sponsor, CA $9M 182
401(k) Retirement Plan Manufacturing Sponsor, CA $7M 154
401(k) Retirement Plan Professional Services Sponsor, CA $6M 635
401(k) Retirement Plan Technology Sponsor, CA $6M 406

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