About Novotny CPA Group, PLC
<p>Founded in 1984, Novotny CPA Group, PLC works with businesses and individuals from its Norton Shores office in the Muskegon area of West Michigan.</p> <p>The firm provides accounting and consulting services that cover day-to-day compliance and higher-stakes reporting needs. In addition to tax preparation and tax planning, the team handles audit work and supports clients with business consulting tied to financial reporting and operations.</p> <p>Thomas Winkelman is the primary contact for the firm. Novotny CPA Group’s differentiator is its mix of CPA-level tax, audit, and consulting support under one roof, which helps clients keep planning and reporting aligned.</p> <p>Novotny CPA Group, PLC is located at 800 East Ellis Road, #584, Norton Shores, MI 49441. To reach the office, call 231-728-5176 or visit the firm’s website.</p> <ul> <li>Founded: 1984</li> <li>Headquarters: Norton Shores (West Michigan / Muskegon area)</li> <li>Services: audit services (including work related to <a href="/auditors/401k">401(k) auditors</a> searches), tax preparation, and tax planning</li> <li>Business consulting and financial reporting support</li> <li>Contact: Thomas Winkelman</li> </ul>
Website: https://novotnycpagroup.com/about/
Founded: 1984
Office Locations
- Norton Shores, MI (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 19
- Total AUM Audited: $211.9M
- 401(k): 19 plans, $211.9M 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 |
|---|---|---|---|
| NIKON METROLOGY, INC. SAVINGS AND INVESTMENT PLAN | NIKON METROLOGY, INC., MI | $40M | 176 |
| CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN | CAPIN CROUSE LLP, IN | $26M | 216 |
| MUSKEGON SURGICAL ASSOCIATES, PLC 401(K) RETIREMENT PLAN | MUSKEGON SURGICAL ASSOCIATES, P.C., MI | $24M | 129 |
| KPCB ASSOCIATES DEFERRED SAVINGS PLAN | KLEINER PERKINS CAUFIELD & BYERS, LLC, CA | $23M | 50 |
| FOREST HEALTH SERVICES, LLC RETIREMENT SAVINGS PLAN | FOREST HEALTH SERVICES, LLC, MI | $15M | 112 |
| 401(k) Retirement Plan | Healthcare Sponsor, MI | $15M | 185 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MI | $9M | 272 |
| 401(k) Retirement Plan | Professional Services Sponsor, MI | $9M | 204 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $7M | 127 |
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