Projects/Brighton Dental Partners/Audit

FY2025 401(k) plan audit

Plan year ended 31 December 2025 · report to the client by 30 April · the binder closes 60 days after that

Where we areFieldwork, day 12Hours68.0 / 64.0 h 4.0 h overNext filing31 Jul 2026 · Form 5500 · 2 open

Client request list

Collect the documents this project needs and review each submission.

Open client portal
9 of 45 accepted20%

General & planning

3/3 accepted

Financial information

0/3 accepted

Participants & payroll

0/3 accepted

Cash & investments

1/6 accepted

Contributions & receivables

1/6 accepted

Benefits & participant loans

1/6 accepted

Expenses & payables

1/6 accepted

Controls & service providers

1/6 accepted

Reporting & completion

1/6 accepted
Awaiting review

Year-end trial balance

Provide the final trial balance in Excel, including account numbers, descriptions and year-end balances.

Client contact
Lorraine Petit
Due date
8 Apr

Ready for your reviewCheck the client files, then accept or request changes.

Client submissions1

Trial balance.csvLorraine Petit · 8 Apr · Sample

Firm-provided files0

No files provided by SST yet.

Lorraine Petit8 Apr

This is the final version with the year-end adjustments included.

Visible in this request’s conversation.

Sample document · Prototype preview

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