LVBW LLP

Employee Benefit Plan Auditor

Amherst, NY

About LVBW LLP

<p>Founded in 1987, LVBW LLP has grown into a 32-person accounting and audit firm based in Amherst, in the Buffalo–Niagara region of Western New York.</p> <p>The firm works with individuals and organizations on tax planning, tax reporting, and compliance. It also provides consulting support aimed at day-to-day financial decisions and business planning, with a focus on clear, objective input rather than one-size-fits-all recommendations.</p> <p>On the assurance side, LVBW prepares audited, reviewed, and compiled financial statements. For organizations that need retirement plan help, the firm fits within the broader group of <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a> used by plan sponsors and administrators.</p> <p>For audit inquiries, including reaching auditor James J. Kincaid, call 716-204-9000 or visit <a href="https://www.lvbwcpa.com/">lvbwcpa.com</a>.</p> <ul> <li>Headquarters: 130 Bryant Woods South, Amherst, NY 14228</li> <li>Assurance services: audits, reviews, and compilations</li> <li>Tax services: planning, reporting, and compliance</li> <li>Consulting for business and personal financial needs</li> </ul>

Website: https://www.lvbwcpa.com/

Founded: 1987

Employees: 32

Office Locations

  • Amherst, NY (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 13
  • Total AUM Audited: $350.3M
  • 401(k): 13 plans, $350.3M 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
UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEESUNITED REFINING COMPANY, PA$91M503
SPECIALTY STEEL WORKS INCORPORATED 401(K) RETIREMENT SAVINGS PLANSPECIALTY STEEL WORKS INCORPORATED, IN$51M221
UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR HOURLY EMPLOYEESUNITED REFINING COMPANY, PA$43M348
UNILOCK RETIREMENT PLAN AND TRUST (CHICAGO)UNILOCK CHICAGO, INC., IL$39M192
UNITED REFINING COMPANY PENSION PLAN FOR HOURLY EMPLOYEESUNITED REFINING COMPANY, PA$39M114
MARINE ACQUISITION CORP. RETIREMENT INCOME PLANMARINE ACQUISITION CORP., PA$27M12
SPECIALTY STEEL WORKS INCORPORATED UNION 401(K) RETIREMENT SAVINGS PLANSPECIALTY STEEL WORKS INCORPORATED, IN$25M417
UNILOCK RETIREMENT PLAN AND TRUST (NEW YORK)UNILOCK NEW YORK, INC., NY$24M107
HUNT REAL ESTATE CORPORATION 401(K) PLANHUNT REAL ESTATE CORPORATION, NY$22M265
COUNTRY FAIR, INC. 401(K) RETIREMENT PLANCOUNTRY FAIR, INC., PA$15M412
UNITED REFINING COMPANY OF PA INCENTIVE SAVINGS PLANUNITED REFINING COMPANY OF PENNSYLVANIA, PA$12M2,471
UNITED REFINING COMPANY CONSOLIDATED PENSION PLANUNITED REFINING COMPANY, PA$3M287
COUNTRY FAIR, INC. 401(K) RETIREMENT SAVINGS PLAN FOR HOURLY STORE EMPLOYEESCOUNTRY FAIR, INC., PA$1M920
MERANI HOTEL GROUP INC 401(K) RETIREMENT SAVINGS PLANMERANI HOTEL GROUP, NY$722,555190

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