Plan Ledger DOL Form 5500 · updated monthly

BELFINT, LYONS & SHUMAN, P.A.auditor

Employee benefit plan audits · plan year 2024 · page 1

Plans audited · 2024
74

BELFINT, LYONS & SHUMAN, P.A. was named as the independent auditor on 74 large-plan Form 5500 filings for plan year 2024, covering $1.8B in plan assets. 73 of those audits carried an unmodified (clean) opinion. 1 received a disclaimer of opinion, which is common for plans electing the limited-scope (ERISA 103(a)(3)(C)) audit rather than a sign of trouble.

Audits by year
20256 plans
202474 plans
202362 plans
202274 plans
20211 plans
20202 plans
Plans audited by BELFINT, LYONS & SHUMAN, P.A.74
SAG, LLC. VA$231.1M
CHARLES E. SMITH JEWISH DAY SCHOOL MD$95.7M · disclaimer of opinion
IT CONCEPTS VA$26.8M
MEDAIRE, INC. AZ$15.9M
ALLIES INC. NJ$13.8M
BRIAN'S HOUSE PA$10.6M
NORTH, INC. PA$6.4M
G & E, INC. DE$6.1M
ZIP AVIATION NJ$1.2M

Source: DOL Form 5500 Schedule H accountant information, plan year 2024. Firm names appear as reported by plan sponsors.