About Swalling & Associates, P.C.
Swalling & Associates, P.C. is one of the premier certified public accounting firms in Anchorage, Alaska, providing comprehensive accounting services to small to mid-size, closely held Alaskan businesses and their owners. Located at 3201 C Street, Suite 405, in Anchorage, AK, the firm offers a depth of expertise in areas including tax services, business services, and management consulting. Lia Patton, CPA, a dedicated Director at Swalling & Associates, P.C., is committed to helping clients manage risk and improve performance. For professional accounting support in Anchorage, contact Swalling & Associates, P.C. at 907-563-7977.
Website: http://swallingcpas.com
Founded: 1991
Office Locations
- Anchorage, AK (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 16
- Total AUM Audited: $514.0M
- 401(k): 16 plans, $514.0M 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 |
|---|---|---|---|
| DOWL LLC RETIREMENT SAVINGS AND INVESTMENT PLAN | DOWL LLC, AK | $134M | 528 |
| OLD HARBOR PROFIT SHARING 401(K) PLAN | OLD HARBOR NATIVE CORPORATION, AK | $61M | 2,204 |
| AHTNA 401(K) PLAN | AHTNA, INCORPORATED, AK | $57M | 573 |
| THE ALEUT CORPORATION 401(K) RETIREMENT PLAN | THE ALEUT CORPORATION, AK | $55M | 1,065 |
| ASNA RETIREMENT PLAN | ARCTIC SLOPE NATIVE ASSOCIATION, LTD., AK | $46M | 357 |
| 401(k) Retirement Plan | Healthcare Sponsor, AK | $44M | 119 |
| 401(k) Retirement Plan | Manufacturing Sponsor, AK | $19M | 33 |
| 401(k) Retirement Plan | Professional Services Sponsor, AK | $19M | 365 |
| 401(k) Retirement Plan | Technology Sponsor, IL | $16M | 193 |
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