About Simon Lever LLC
Simon Lever LLC is a CPA and advisory firm based in Lancaster, PA, dedicated to maximizing the success of its people, clients, and community. With over 70 years in business, Simon Lever builds collaborative relationships rooted in integrity and mutual trust, offering clients accurate accounting and reliable guidance. Partner Rebecca Walck leverages her expertise to provide context to financial data, enabling clients—especially nonprofits—to make informed decisions and effectively tell their stories to stakeholders. Rebecca Walck and the Simon Lever team offer resources and expertise in areas like audits and reviews, helping organizations fulfill their mission. If you are looking for accounting and advisory services in the Lancaster or Capital Region area, contact Simon Lever today.
Website: https://www.simonlever.com/
Founded: 1951
Office Locations
- Lancaster, PA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 24
- Total AUM Audited: $329.9M
- 401(k): 24 plans, $329.9M 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 |
|---|---|---|---|
| COMMUNITY SERVICES GROUP 401(K) RETIREMENT PLAN | COMMUNITY SERVICES GROUP, INC., PA | $54M | 1,108 |
| THOMAS, THOMAS & HAFER, LLP RETIREMENT PLAN | THOMAS, THOMAS & HAFER, LLP, PA | $46M | 147 |
| MESSICK FARM EQUIPMENT, INC. RETIREMENT SAVINGS PLAN | MESSICK FARM EQUIPMENT, INC., PA | $22M | 274 |
| PREMIER CUSTOM-BUILT, INC. 401(K) PROFIT SHARING PLAN | PREMIER CUSTOM-BUILT, INC., PA | $18M | 126 |
| SHADY MAPLE FARM MARKET & SMORGASBORD 401(K) PROFIT SHARING PLAN | SHADY MAPLE FARM MARKET, INC., PA | $17M | 527 |
| 401(k) Retirement Plan | Healthcare Sponsor, PA | $17M | 420 |
| 401(k) Retirement Plan | Manufacturing Sponsor, PA | $15M | 113 |
| 401(k) Retirement Plan | Professional Services Sponsor, PA | $15M | 360 |
| 401(k) Retirement Plan | Technology Sponsor, PA | $14M | 131 |
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