MATHER & CO. CPAS, LLC 401(K) PLAN
|
2023
|
611210177
|
2024-07-25
|
MATHER & CO. CPAS, LLC
|
40
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1993-09-01
|
Business code |
541211
|
Sponsor’s telephone number |
5024290800
|
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
|
MATHER & CO. CPAS, LLC 401(K) PLAN
|
2022
|
611210177
|
2023-05-26
|
MATHER & CO. CPAS, LLC
|
39
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1993-09-01
|
Business code |
541211
|
Sponsor’s telephone number |
8007455444
|
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
|
MATHER & CO. CPAS, LLC 401(K) PLAN
|
2021
|
611210177
|
2022-07-14
|
MATHER & CO. CPAS, LLC
|
39
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1993-09-01
|
Business code |
541211
|
Sponsor’s telephone number |
8007455444
|
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
|
MATHER & CO. CPAS, LLC 401(K) PLAN
|
2020
|
611210177
|
2021-07-26
|
MATHER & CO. CPAS, LLC
|
38
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1993-09-01
|
Business code |
541211
|
Sponsor’s telephone number |
8007455444
|
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
|
MATHER & CO. CPAS, LLC 401(K) PLAN
|
2019
|
611210177
|
2020-06-30
|
MATHER & CO. CPAS, LLC
|
36
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1993-09-01
|
Business code |
541211
|
Sponsor’s telephone number |
8007455444
|
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
|
MATHER & CO. CPAS, LLC 401(K) PLAN
|
2018
|
611210177
|
2019-06-06
|
MATHER & CO. CPAS, LLC
|
35
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1993-09-01
|
Business code |
541211
|
Sponsor’s telephone number |
8007455444
|
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
|
MATHER & CO. CPAS, LLC 401(K) PLAN
|
2016
|
611210177
|
2017-06-15
|
MATHER & CO. CPAS, LLC
|
29
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1993-09-01
|
Business code |
541211
|
Sponsor’s telephone number |
5024290800
|
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
|
MATHER & CO. CPAS, LLC 401(K) PLAN
|
2012
|
611210177
|
2013-07-05
|
MATHER & CO. CPAS, LLC
|
23
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1993-09-01
|
Business code |
541211
|
Sponsor’s telephone number |
5024290800
|
Plan sponsor’s mailing address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
Plan administrator’s name and address
Administrator’s EIN |
611210177 |
Plan administrator’s name |
MATHER & CO. CPAS, LLC |
Plan administrator’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222 |
Administrator’s telephone number |
5024290800 |
Number of participants as of the end of the plan year
Active participants |
18 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
4 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
22 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
Signature of
Role |
Plan administrator |
Date |
2013-06-19 |
Name of individual signing |
TAMMY LEMMONS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2013-06-19 |
Name of individual signing |
BRUCE SMITH |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
MATHER & CO. CPAS, LLC 401(K) PLAN
|
2011
|
611210177
|
2012-07-19
|
MATHER & CO. CPAS, LLC
|
21
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1993-09-01
|
Business code |
541211
|
Sponsor’s telephone number |
5024290800
|
Plan sponsor’s mailing address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
Plan administrator’s name and address
Administrator’s EIN |
611210177 |
Plan administrator’s name |
MATHER & CO. CPAS, LLC |
Plan administrator’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222 |
Administrator’s telephone number |
5024290800 |
Number of participants as of the end of the plan year
Active participants |
19 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
4 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
23 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2012-07-03 |
Name of individual signing |
TAMMY LEMMONS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2012-07-03 |
Name of individual signing |
BRUCE SMITH |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
MATHER & CO. CPAS, LLC 401(K) PLAN
|
2010
|
611210177
|
2011-06-15
|
MATHER & CO. CPAS, LLC
|
22
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1993-09-01
|
Business code |
541211
|
Sponsor’s telephone number |
5024290800
|
Plan sponsor’s mailing address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222
|
Plan administrator’s name and address
Administrator’s EIN |
611210177 |
Plan administrator’s name |
MATHER & CO. CPAS, LLC |
Plan administrator’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222 |
Administrator’s telephone number |
5024290800 |
Number of participants as of the end of the plan year
Active participants |
17 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
4 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
21 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
Signature of
Role |
Plan administrator |
Date |
2011-06-15 |
Name of individual signing |
TAMMY LEMMONS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2011-06-15 |
Name of individual signing |
BRUCE SMITH |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
MATHER & CO. CPAS, LLC 401(K) PLAN
|
2010
|
611210177
|
2011-06-15
|
MATHER & CO. CPAS, LLC
|
22
|
|
Three-digit plan number (PN) |
001 |
Effective date of plan |
1993-09-01 |
Business code |
541211 |
Sponsor’s telephone number |
5024290800 |
Plan sponsor’s mailing address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222 |
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222 |
Plan administrator’s name and address
Administrator’s EIN |
611210177 |
Plan administrator’s name |
MATHER & CO. CPAS, LLC |
Plan administrator’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222 |
Administrator’s telephone number |
5024290800 |
Number of participants as of the end of the plan year
Active participants |
17 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
4 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
21 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
Signature of
Role |
Employer/plan sponsor |
Date |
2011-06-15 |
Name of individual signing |
BRUCE SMITH |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
MATHER & CO. CPAS, LLC 401(K) PLAN
|
2009
|
611210177
|
2010-05-21
|
MATHER & CO. CPAS, LLC
|
25
|
|
File |
https://efast2-filings-public.s3.amazonaws.com/prd/2010/05/21/20100521143433P030059243096001.pdf |
Three-digit plan number (PN) |
001 |
Effective date of plan |
1993-09-01 |
Business code |
541211 |
Sponsor’s telephone number |
5024290800 |
Plan sponsor’s mailing address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222 |
Plan sponsor’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222 |
Plan administrator’s name and address
Administrator’s EIN |
611210177 |
Plan administrator’s name |
MATHER & CO. CPAS, LLC |
Plan administrator’s
address |
9100 SHELBYVILLE RD., SUITE 200, LOUISVILLE, KY, 40222 |
Administrator’s telephone number |
5024290800 |
Number of participants as of the end of the plan year
Active participants |
19 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
3 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
22 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2010-05-21 |
Name of individual signing |
F ROBERT DAWSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|