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

Time

DayPersonCoded toTaskBillingHoursAction
Tue 17 MarDPDana ParkSenior managerAcceptance and continuanceBillable2.0 h
Wed 18 MarDPDana ParkSenior managerAcceptance and continuanceBillable1.5 h
Thu 19 MarPSPriya ShahSeniorNo taskPlanning analyticsBillable3.0 h
Sun 22 MarDPDana ParkSenior managerIndependence confirmationBillable1.0 h
Sun 22 MarJRJonah ReyesStaffNo taskPrior-year file reviewBillable2.5 h
Wed 25 MarAMAvery MorganPartnerRisk identification meetingBillable1.5 h
Wed 25 MarDPDana ParkSenior managerRisk identification meetingBillable1.5 h
Wed 25 MarPSPriya ShahSeniorRisk identification meetingBillable1.5 h
Thu 26 MarWHWren HallidayAdministrationNo taskEngagement setup and confirmationsNon-billable1.0 h
Sun 29 MarPSPriya ShahSeniorParticipant data testingBillable4.0 h
Mon 30 MarPSPriya ShahSeniorParticipant data testingBillable3.5 h
Mon 30 MarJRJonah ReyesStaffContributionsBillable6.0 h
Tue 31 MarJRJonah ReyesStaffContributionsBillable5.5 h
Tue 31 MarDPDana ParkStaffContributionsContributions · covering while Jonah was outBillable3.0 h
Wed 1 AprPSPriya ShahSeniorInvestments and fair valueBillable2.0 h
Wed 1 AprSESana EllisStaffDistributionsBillable4.0 h
Thu 2 AprDPDana ParkStaffDistributionsDistributions · covering while Jonah was outBillable4.0 h
Sun 5 AprPSPriya ShahSeniorInvestments and fair valueBillable3.0 h
Sun 5 AprSESana EllisStaffDistributionsBillable5.0 h
Mon 6 AprJRJonah ReyesStaffContributionsBillable3.5 h
Tue 7 AprPSPriya ShahSeniorParticipant data testingBillable2.5 h
Tue 7 AprDPDana ParkSenior managerNo taskFieldwork check-in with the seniorBillable1.0 h
Wed 8 AprPSPriya ShahSeniorInvestments and fair valueBillable3.0 h
Wed 8 AprSESana EllisStaffDistributionsBillable2.0 h
Thu 9 AprWHWren HallidayAdministrationNo taskConfirmation letters outNon-billable0.5 h
Total66.5 h billable68.0 h