Mathers Tax Services PLLC
Plan context: Mathers Tax Services PLLC 401(K) Profit Sharing Plan & Trust
EIN 85-1833603 • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$226,597
2025 Contributions
$83,864
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $226,597 | $83,864 | $11,981iApproximate average salary by contribution assumption: employee only about $299,514 at 4% or $199,676 at 6%; with 50% employer match about $199,676 at 4% or $133,117 at 6%; with 100% employer match about $149,757 at 4% or $99,838 at 6%. |
| Mathers Tax Services PLLC 401(K) Profit Sharing Plan & Trust | - | 7 | $226,597 | $83,864 | $11,981iApproximate average salary by contribution assumption: employee only about $299,514 at 4% or $199,676 at 6%; with 50% employer match about $199,676 at 4% or $133,117 at 6%; with 100% employer match about $149,757 at 4% or $99,838 at 6%. |
| 2024 | 1 | 6 | $108,622 | $60,903 | $10,151iApproximate average salary by contribution assumption: employee only about $253,763 at 4% or $169,175 at 6%; with 50% employer match about $169,175 at 4% or $112,783 at 6%; with 100% employer match about $126,881 at 4% or $84,588 at 6%. |
| Mathers Tax Services PLLC 401(K) Profit Sharing Plan & Trust | - | 6 | $108,622 | $60,903 | $10,151iApproximate average salary by contribution assumption: employee only about $253,763 at 4% or $169,175 at 6%; with 50% employer match about $169,175 at 4% or $112,783 at 6%; with 100% employer match about $126,881 at 4% or $84,588 at 6%. |
| 2023 | 1 | 5 | $32,759 | $31,968 | $6,394iApproximate average salary by contribution assumption: employee only about $159,840 at 4% or $106,560 at 6%; with 50% employer match about $106,560 at 4% or $71,040 at 6%; with 100% employer match about $79,920 at 4% or $53,280 at 6%. |
| Mathers Tax Services PLLC 401(K) Profit Sharing Plan & Trust | - | 5 | $32,759 | $31,968 | $6,394iApproximate average salary by contribution assumption: employee only about $159,840 at 4% or $106,560 at 6%; with 50% employer match about $106,560 at 4% or $71,040 at 6%; with 100% employer match about $79,920 at 4% or $53,280 at 6%. |