Mather & Co. Cpas LLC
Plan context: Mather & Co. Cpas LLC 401(K) Plan
EIN 61-1210177 • Louisville, KY • 28 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$7,797,719
2024 Contributions
$586,260
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 32 | $7,797,719 | $586,260 | $18,321iApproximate average salary by contribution assumption: employee only about $458,016 at 4% or $305,344 at 6%; with 50% employer match about $305,344 at 4% or $203,563 at 6%; with 100% employer match about $229,008 at 4% or $152,672 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 32 | $7,789,067 | $447,173 | $13,974iApproximate average salary by contribution assumption: employee only about $349,354 at 4% or $232,903 at 6%; with 50% employer match about $232,903 at 4% or $155,268 at 6%; with 100% employer match about $174,677 at 4% or $116,451 at 6%. |
| MATHER & COMPANY CPAS LLC CBS BENEFIT PLAN | - | 21 | $8,652 | $139,087 | $6,623iApproximate average salary by contribution assumption: employee only about $165,580 at 4% or $110,387 at 6%; with 50% employer match about $110,387 at 4% or $73,591 at 6%; with 100% employer match about $82,790 at 4% or $55,193 at 6%. |
| 2023 | 2 | 35 | $7,042,683 | $527,209 | $15,063iApproximate average salary by contribution assumption: employee only about $376,578 at 4% or $251,052 at 6%; with 50% employer match about $251,052 at 4% or $167,368 at 6%; with 100% employer match about $188,289 at 4% or $125,526 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 35 | $7,039,926 | $470,828 | $13,452iApproximate average salary by contribution assumption: employee only about $336,306 at 4% or $224,204 at 6%; with 50% employer match about $224,204 at 4% or $149,469 at 6%; with 100% employer match about $168,153 at 4% or $112,102 at 6%. |
| MATHER & COMPANY CPAS LLC CBS BENEFIT PLAN | - | 18 | $2,757 | $56,381 | $3,132iApproximate average salary by contribution assumption: employee only about $78,307 at 4% or $52,205 at 6%; with 50% employer match about $52,205 at 4% or $34,803 at 6%; with 100% employer match about $39,153 at 4% or $26,102 at 6%. |
| 2022 | 1 | 35 | $5,809,980 | $1,333,089 | $38,088iApproximate average salary by contribution assumption: employee only about $952,206 at 4% or $634,804 at 6%; with 50% employer match about $634,804 at 4% or $423,203 at 6%; with 100% employer match about $476,103 at 4% or $317,402 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 35 | $5,809,980 | $1,333,089 | $38,088iApproximate average salary by contribution assumption: employee only about $952,206 at 4% or $634,804 at 6%; with 50% employer match about $634,804 at 4% or $423,203 at 6%; with 100% employer match about $476,103 at 4% or $317,402 at 6%. |
| 2021 | 1 | 35 | $5,749,189 | $386,059 | $11,030iApproximate average salary by contribution assumption: employee only about $275,756 at 4% or $183,838 at 6%; with 50% employer match about $183,838 at 4% or $122,558 at 6%; with 100% employer match about $137,878 at 4% or $91,919 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 35 | $5,749,189 | $386,059 | $11,030iApproximate average salary by contribution assumption: employee only about $275,756 at 4% or $183,838 at 6%; with 50% employer match about $183,838 at 4% or $122,558 at 6%; with 100% employer match about $137,878 at 4% or $91,919 at 6%. |
| 2020 | 1 | 36 | $5,498,713 | $416,345 | $11,565iApproximate average salary by contribution assumption: employee only about $289,128 at 4% or $192,752 at 6%; with 50% employer match about $192,752 at 4% or $128,502 at 6%; with 100% employer match about $144,564 at 4% or $96,376 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 36 | $5,498,713 | $416,345 | $11,565iApproximate average salary by contribution assumption: employee only about $289,128 at 4% or $192,752 at 6%; with 50% employer match about $192,752 at 4% or $128,502 at 6%; with 100% employer match about $144,564 at 4% or $96,376 at 6%. |
| 2019 | 1 | 35 | $4,726,321 | $336,417 | $9,612iApproximate average salary by contribution assumption: employee only about $240,298 at 4% or $160,199 at 6%; with 50% employer match about $160,199 at 4% or $106,799 at 6%; with 100% employer match about $120,149 at 4% or $80,099 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 35 | $4,726,321 | $336,417 | $9,612iApproximate average salary by contribution assumption: employee only about $240,298 at 4% or $160,199 at 6%; with 50% employer match about $160,199 at 4% or $106,799 at 6%; with 100% employer match about $120,149 at 4% or $80,099 at 6%. |
| 2018 | 1 | 34 | $3,628,776 | $322,584 | $9,488iApproximate average salary by contribution assumption: employee only about $237,194 at 4% or $158,129 at 6%; with 50% employer match about $158,129 at 4% or $105,420 at 6%; with 100% employer match about $118,597 at 4% or $79,065 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 34 | $3,628,776 | $322,584 | $9,488iApproximate average salary by contribution assumption: employee only about $237,194 at 4% or $158,129 at 6%; with 50% employer match about $158,129 at 4% or $105,420 at 6%; with 100% employer match about $118,597 at 4% or $79,065 at 6%. |
| 2017 | 1 | 32 | $3,653,697 | $311,342 | $9,729iApproximate average salary by contribution assumption: employee only about $243,236 at 4% or $162,157 at 6%; with 50% employer match about $162,157 at 4% or $108,105 at 6%; with 100% employer match about $121,618 at 4% or $81,079 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 32 | $3,653,697 | $311,342 | $9,729iApproximate average salary by contribution assumption: employee only about $243,236 at 4% or $162,157 at 6%; with 50% employer match about $162,157 at 4% or $108,105 at 6%; with 100% employer match about $121,618 at 4% or $81,079 at 6%. |
| 2016 | 1 | 29 | $2,877,431 | $311,858 | $10,754iApproximate average salary by contribution assumption: employee only about $268,843 at 4% or $179,229 at 6%; with 50% employer match about $179,229 at 4% or $119,486 at 6%; with 100% employer match about $134,422 at 4% or $89,614 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 29 | $2,877,431 | $311,858 | $10,754iApproximate average salary by contribution assumption: employee only about $268,843 at 4% or $179,229 at 6%; with 50% employer match about $179,229 at 4% or $119,486 at 6%; with 100% employer match about $134,422 at 4% or $89,614 at 6%. |
| 2015 | 1 | 23 | $3,313,394 | $222,576 | $9,677iApproximate average salary by contribution assumption: employee only about $241,930 at 4% or $161,287 at 6%; with 50% employer match about $161,287 at 4% or $107,525 at 6%; with 100% employer match about $120,965 at 4% or $80,643 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 23 | $3,313,394 | $222,576 | $9,677iApproximate average salary by contribution assumption: employee only about $241,930 at 4% or $161,287 at 6%; with 50% employer match about $161,287 at 4% or $107,525 at 6%; with 100% employer match about $120,965 at 4% or $80,643 at 6%. |
| 2014 | 1 | 21 | $3,373,943 | $152,466 | $7,260iApproximate average salary by contribution assumption: employee only about $181,507 at 4% or $121,005 at 6%; with 50% employer match about $121,005 at 4% or $80,670 at 6%; with 100% employer match about $90,754 at 4% or $60,502 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 21 | $3,373,943 | $152,466 | $7,260iApproximate average salary by contribution assumption: employee only about $181,507 at 4% or $121,005 at 6%; with 50% employer match about $121,005 at 4% or $80,670 at 6%; with 100% employer match about $90,754 at 4% or $60,502 at 6%. |
| 2013 | 1 | 19 | $2,972,289 | $137,473 | $7,235iApproximate average salary by contribution assumption: employee only about $180,886 at 4% or $120,590 at 6%; with 50% employer match about $120,590 at 4% or $80,394 at 6%; with 100% employer match about $90,443 at 4% or $60,295 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 19 | $2,972,289 | $137,473 | $7,235iApproximate average salary by contribution assumption: employee only about $180,886 at 4% or $120,590 at 6%; with 50% employer match about $120,590 at 4% or $80,394 at 6%; with 100% employer match about $90,443 at 4% or $60,295 at 6%. |
| 2012 | 1 | 18 | $2,243,954 | $138,191 | $7,677iApproximate average salary by contribution assumption: employee only about $191,932 at 4% or $127,955 at 6%; with 50% employer match about $127,955 at 4% or $85,303 at 6%; with 100% employer match about $95,966 at 4% or $63,977 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 18 | $2,243,954 | $138,191 | $7,677iApproximate average salary by contribution assumption: employee only about $191,932 at 4% or $127,955 at 6%; with 50% employer match about $127,955 at 4% or $85,303 at 6%; with 100% employer match about $95,966 at 4% or $63,977 at 6%. |
| 2011 | 1 | 19 | $1,804,166 | $136,697 | $7,195iApproximate average salary by contribution assumption: employee only about $179,864 at 4% or $119,910 at 6%; with 50% employer match about $119,910 at 4% or $79,940 at 6%; with 100% employer match about $89,932 at 4% or $59,955 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 19 | $1,804,166 | $136,697 | $7,195iApproximate average salary by contribution assumption: employee only about $179,864 at 4% or $119,910 at 6%; with 50% employer match about $119,910 at 4% or $79,940 at 6%; with 100% employer match about $89,932 at 4% or $59,955 at 6%. |
| 2010 | 1 | 17 | $1,725,155 | $141,809 | $8,342iApproximate average salary by contribution assumption: employee only about $208,543 at 4% or $139,028 at 6%; with 50% employer match about $139,028 at 4% or $92,686 at 6%; with 100% employer match about $104,271 at 4% or $69,514 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 17 | $1,725,155 | $141,809 | $8,342iApproximate average salary by contribution assumption: employee only about $208,543 at 4% or $139,028 at 6%; with 50% employer match about $139,028 at 4% or $92,686 at 6%; with 100% employer match about $104,271 at 4% or $69,514 at 6%. |
| 2009 | 1 | 19 | $1,462,706 | $131,653 | $6,929iApproximate average salary by contribution assumption: employee only about $173,228 at 4% or $115,485 at 6%; with 50% employer match about $115,485 at 4% or $76,990 at 6%; with 100% employer match about $86,614 at 4% or $57,743 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 19 | $1,462,706 | $131,653 | $6,929iApproximate average salary by contribution assumption: employee only about $173,228 at 4% or $115,485 at 6%; with 50% employer match about $115,485 at 4% or $76,990 at 6%; with 100% employer match about $86,614 at 4% or $57,743 at 6%. |
| 2008 | 1 | 20 | $1,123,333 | $122,387 | $6,119iApproximate average salary by contribution assumption: employee only about $152,984 at 4% or $101,989 at 6%; with 50% employer match about $101,989 at 4% or $67,993 at 6%; with 100% employer match about $76,492 at 4% or $50,995 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 20 | $1,123,333 | $122,387 | $6,119iApproximate average salary by contribution assumption: employee only about $152,984 at 4% or $101,989 at 6%; with 50% employer match about $101,989 at 4% or $67,993 at 6%; with 100% employer match about $76,492 at 4% or $50,995 at 6%. |
| 2007 | 1 | 18 | $1,628,699 | $125,431 | $6,968iApproximate average salary by contribution assumption: employee only about $174,210 at 4% or $116,140 at 6%; with 50% employer match about $116,140 at 4% or $77,427 at 6%; with 100% employer match about $87,105 at 4% or $58,070 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 18 | $1,628,699 | $125,431 | $6,968iApproximate average salary by contribution assumption: employee only about $174,210 at 4% or $116,140 at 6%; with 50% employer match about $116,140 at 4% or $77,427 at 6%; with 100% employer match about $87,105 at 4% or $58,070 at 6%. |
| 2006 | 1 | 19 | $1,510,801 | $105,011 | $5,527iApproximate average salary by contribution assumption: employee only about $138,172 at 4% or $92,115 at 6%; with 50% employer match about $92,115 at 4% or $61,410 at 6%; with 100% employer match about $69,086 at 4% or $46,057 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 19 | $1,510,801 | $105,011 | $5,527iApproximate average salary by contribution assumption: employee only about $138,172 at 4% or $92,115 at 6%; with 50% employer match about $92,115 at 4% or $61,410 at 6%; with 100% employer match about $69,086 at 4% or $46,057 at 6%. |
| 2005 | 1 | 21 | $1,360,689 | $113,955 | $5,426iApproximate average salary by contribution assumption: employee only about $135,661 at 4% or $90,440 at 6%; with 50% employer match about $90,440 at 4% or $60,294 at 6%; with 100% employer match about $67,830 at 4% or $45,220 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 21 | $1,360,689 | $113,955 | $5,426iApproximate average salary by contribution assumption: employee only about $135,661 at 4% or $90,440 at 6%; with 50% employer match about $90,440 at 4% or $60,294 at 6%; with 100% employer match about $67,830 at 4% or $45,220 at 6%. |
| 2004 | 1 | 18 | $1,151,183 | $99,199 | $5,511iApproximate average salary by contribution assumption: employee only about $137,776 at 4% or $91,851 at 6%; with 50% employer match about $91,851 at 4% or $61,234 at 6%; with 100% employer match about $68,888 at 4% or $45,925 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 18 | $1,151,183 | $99,199 | $5,511iApproximate average salary by contribution assumption: employee only about $137,776 at 4% or $91,851 at 6%; with 50% employer match about $91,851 at 4% or $61,234 at 6%; with 100% employer match about $68,888 at 4% or $45,925 at 6%. |
| 2003 | 1 | 21 | $990,370 | $122,749 | $5,845iApproximate average salary by contribution assumption: employee only about $146,130 at 4% or $97,420 at 6%; with 50% employer match about $97,420 at 4% or $64,947 at 6%; with 100% employer match about $73,065 at 4% or $48,710 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 21 | $990,370 | $122,749 | $5,845iApproximate average salary by contribution assumption: employee only about $146,130 at 4% or $97,420 at 6%; with 50% employer match about $97,420 at 4% or $64,947 at 6%; with 100% employer match about $73,065 at 4% or $48,710 at 6%. |
| 2002 | 1 | 27 | $686,645 | $123,912 | $4,589iApproximate average salary by contribution assumption: employee only about $114,733 at 4% or $76,489 at 6%; with 50% employer match about $76,489 at 4% or $50,993 at 6%; with 100% employer match about $57,367 at 4% or $38,244 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 27 | $686,645 | $123,912 | $4,589iApproximate average salary by contribution assumption: employee only about $114,733 at 4% or $76,489 at 6%; with 50% employer match about $76,489 at 4% or $50,993 at 6%; with 100% employer match about $57,367 at 4% or $38,244 at 6%. |
| 2001 | 1 | 31 | $0 | $0 | - |
| Mather & Co. Cpas LLC 401(K) Plan | - | 31 | - | - | - |
| 2000 | 1 | 27 | $596,703 | $145,839 | $5,401iApproximate average salary by contribution assumption: employee only about $135,036 at 4% or $90,024 at 6%; with 50% employer match about $90,024 at 4% or $60,016 at 6%; with 100% employer match about $67,518 at 4% or $45,012 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 27 | $596,703 | $145,839 | $5,401iApproximate average salary by contribution assumption: employee only about $135,036 at 4% or $90,024 at 6%; with 50% employer match about $90,024 at 4% or $60,016 at 6%; with 100% employer match about $67,518 at 4% or $45,012 at 6%. |
| 1999 | 1 | 28 | $748,448 | $129,119 | $4,611iApproximate average salary by contribution assumption: employee only about $115,285 at 4% or $76,857 at 6%; with 50% employer match about $76,857 at 4% or $51,238 at 6%; with 100% employer match about $57,642 at 4% or $38,428 at 6%. |
| Mather & Co. Cpas LLC 401(K) Plan | - | 28 | $748,448 | $129,119 | $4,611iApproximate average salary by contribution assumption: employee only about $115,285 at 4% or $76,857 at 6%; with 50% employer match about $76,857 at 4% or $51,238 at 6%; with 100% employer match about $57,642 at 4% or $38,428 at 6%. |