401k Plan data: MATHER & CO. CPAS, LLC 401(K) PLAN plan

MATHER & CO. CPAS, LLC 401(K) PLAN 401k Plan overview

Plan Name	MATHER & CO. CPAS, LLC 401(K) PLAN
Plan identification number	001

MATHER & CO. CPAS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MATHER & CO. CPAS, LLC has sponsored the creation of one or more 401k plans.

Company Name: MATHER & CO. CPAS, LLC

Employer identification number (EIN): 611210177

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATHER & CO. CPAS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 TAMMY LEMMONS
001 2014-01-01 TAMMY LEMMONS
001 2013-01-01 TAMMY LEMMONS
001 2012-01-01 TAMMY LEMMONS BRUCE SMITH 2013-06-19
001 2011-01-01 TAMMY LEMMONS BRUCE SMITH 2012-07-03
001 2009-01-01 F ROBERT DAWSON

Plan Statistics for MATHER & CO. CPAS, LLC 401(K) PLAN

401k plan membership statisitcs for MATHER & CO. CPAS, LLC 401(K) PLAN

Measure Date Value
2017: MATHER & CO. CPAS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 32
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 34
Number of participants with account balances 2017-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2015: MATHER & CO. CPAS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 23
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: MATHER & CO. CPAS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MATHER & CO. CPAS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: MATHER & CO. CPAS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: MATHER & CO. CPAS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MATHER & CO. CPAS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: MATHER & CO. CPAS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	32
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	34
Number of participants with account balances	2017-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2015: MATHER & CO. CPAS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	23
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: MATHER & CO. CPAS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MATHER & CO. CPAS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: MATHER & CO. CPAS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: MATHER & CO. CPAS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MATHER & CO. CPAS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MATHER & CO. CPAS, LLC 401(K) PLAN

Measure	Date	Value
2017 : MATHER & CO. CPAS, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$799,788
Expenses. Total of all expenses incurred	2017-12-31	$23,522
Benefits paid (including direct rollovers)	2017-12-31	$4,698
Total plan assets at end of year	2017-12-31	$3,653,697
Total plan assets at beginning of year	2017-12-31	$2,877,431
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$247,584
Other income received	2017-12-31	$488,446
Net income (gross income less expenses)	2017-12-31	$776,266
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,653,697
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,877,431
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$344
Total contributions received or receivable from employer(s)	2017-12-31	$63,758
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$18,824
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2015 : MATHER & CO. CPAS, LLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$239,055
Expenses. Total of all expenses incurred	2015-12-31	$299,604
Benefits paid (including direct rollovers)	2015-12-31	$294,211
Total plan assets at end of year	2015-12-31	$3,313,394
Total plan assets at beginning of year	2015-12-31	$3,373,943
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$178,650
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$16,479
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-60,549
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,313,394
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,373,943
Total contributions received or receivable from employer(s)	2015-12-31	$43,926
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,393
2014 : MATHER & CO. CPAS, LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$408,110
Expenses. Total of all expenses incurred	2014-12-31	$6,456
Benefits paid (including direct rollovers)	2014-12-31	$5,563
Total plan assets at end of year	2014-12-31	$3,373,943
Total plan assets at beginning of year	2014-12-31	$2,972,289
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$120,569
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$255,644
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$401,654
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,373,943
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,972,289
Total contributions received or receivable from employer(s)	2014-12-31	$31,897
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$893
2013 : MATHER & CO. CPAS, LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$734,507
Expenses. Total of all expenses incurred	2013-12-31	$6,172
Benefits paid (including direct rollovers)	2013-12-31	$5,313
Total plan assets at end of year	2013-12-31	$2,972,289
Total plan assets at beginning of year	2013-12-31	$2,243,954
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$108,555
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$597,034
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$728,335
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,972,289
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,243,954
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$28,918
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$859
2012 : MATHER & CO. CPAS, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$449,046
Expenses. Total of all expenses incurred	2012-12-31	$9,258
Benefits paid (including direct rollovers)	2012-12-31	$8,360
Total plan assets at end of year	2012-12-31	$2,243,954
Total plan assets at beginning of year	2012-12-31	$1,804,166
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$110,442
Other income received	2012-12-31	$310,855
Net income (gross income less expenses)	2012-12-31	$439,788
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,243,954
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,804,166
Total contributions received or receivable from employer(s)	2012-12-31	$27,749
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MATHER & CO. CPAS, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$84,902
Expenses. Total of all expenses incurred	2011-12-31	$5,891
Benefits paid (including direct rollovers)	2011-12-31	$5,025
Total plan assets at end of year	2011-12-31	$1,804,166
Total plan assets at beginning of year	2011-12-31	$1,725,155
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$110,312
Other income received	2011-12-31	$-51,795
Net income (gross income less expenses)	2011-12-31	$79,011
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,804,166
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,725,155
Total contributions received or receivable from employer(s)	2011-12-31	$26,385
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$866
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MATHER & CO. CPAS, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$372,925
Expenses. Total of all expenses incurred	2010-12-31	$110,476
Benefits paid (including direct rollovers)	2010-12-31	$109,575
Total plan assets at end of year	2010-12-31	$1,725,155
Total plan assets at beginning of year	2010-12-31	$1,462,706
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$114,821
Other income received	2010-12-31	$231,116
Net income (gross income less expenses)	2010-12-31	$262,449
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,725,155
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,462,706
Total contributions received or receivable from employer(s)	2010-12-31	$26,988
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$901
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MATHER & CO. CPAS, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MATHER & CO. CPAS, LLC 401(K) PLAN

2017: MATHER & CO. CPAS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2015: MATHER & CO. CPAS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MATHER & CO. CPAS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MATHER & CO. CPAS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MATHER & CO. CPAS, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MATHER & CO. CPAS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MATHER & CO. CPAS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MATHER & CO. CPAS, LLC
Employer identification number (EIN):	611210177
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	TAMMY LEMMONS
001	2014-01-01	TAMMY LEMMONS
001	2013-01-01	TAMMY LEMMONS
001	2012-01-01	TAMMY LEMMONS	BRUCE SMITH	2013-06-19
001	2011-01-01	TAMMY LEMMONS	BRUCE SMITH	2012-07-03
001	2009-01-01	F ROBERT DAWSON