About McDaniel & Associates, P.C.
<p>Founded in 2012, McDaniel & Associates, P.C. is an accounting and audit firm based in Dothan in Alabama’s Wiregrass region, serving businesses and individuals across the southeastern United States.</p> <p>From its office at 101 Executive Park Dr., the firm handles accounting, tax, and auditing work, along with estate and trust planning and business valuations. For retirement plan sponsors that need an independent review, the team also works as <a href="/auditors/401k">401(k) auditors</a> as part of its broader audit practice.</p> <p>Paula L. Steele, CPA, is a key partner at the firm and is a member of the American Institute of CPAs and the Alabama Society of CPAs. McDaniel & Associates works with a range of organizations, from established companies to early-stage businesses.</p> <p>What sets the firm apart is the mix of audit, tax, and valuation services available through one Dothan-based office for clients across the Southeast. Phone: 334-792-2153.</p> <ul> <li>Accounting and financial statement support</li> <li>Tax preparation and tax planning</li> <li>Audit and assurance services, including <a href="/auditors/401k">401(k) audits</a></li> <li>Estate and trust planning</li> <li>Business valuations</li> </ul>
Website: https://www.mcdanielcpa.com/
Founded: 2012
Office Locations
- Dothan, AL (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $339.3M
- 401(k): 10 plans, $339.3M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| CPI 401(K) PLAN | CONSTRUCTION PARTNERS, INC., AL | $134M | 4,268 |
| WILEY SANDERS TRUCK LINES, INC. 401(K) PROFIT SHARING PLAN | WILEY SANDERS TRUCK LINES, INC., AL | $43M | 1,828 |
| TROY BANK & TRUST COMPANY 401(K) RETIREMENT PLAN | TROY BANK & TRUST COMPANY, AL | $43M | 185 |
| S.B.J.S., P.C. PROFIT SHARING PLAN | S.B.J.S., P.C., AL | $42M | 119 |
| SUNSOUTH LLC 401(K) PLAN | SUNSOUTH LLC, AL | $22M | 416 |
| 401(k) Retirement Plan | Healthcare Sponsor, AL | $18M | 269 |
| 401(k) Retirement Plan | Manufacturing Sponsor, AL | $10M | 106 |
| 401(k) Retirement Plan | Professional Services Sponsor, AL | $10M | 139 |
| 401(k) Retirement Plan | Technology Sponsor, AL | $6M | 312 |
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