Employee Benefit Plan Audits and Related Services

From 401(k) plans to 403(b) plans, employee benefit plans can vary from simple to complex.  For not-for-profit organizations, employee benefit plans are subject to annual audit requirements if there are more than 100 plan participants.

ORBA’s dedicated professionals specialize in performing annual employee benefit plan audits. In addition to audit services and preparing annual Form 5500s, we also consult with clients on plan design, benefit enhancements and operational optimization; how to comply with Internal Revenue Service and U.S. Department of Labor requirements; and how to implement industry-standard best practices.

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Not-For-ProfitEmployee Benefit Plan Audits and Related Services

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Firm News


Message from Managing Director Mark Thomson
Over the past two weeks, I have watched the many peaceful protests across the City of Chicago, our local communities and across the nation. People of all backgrounds are speaking out against the continuing injustice against people of color, specifically Black people.

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seminars & events


ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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Forward Thinking
Forward Thinking