Johnson, Lauder & Savidge LLP

Employee Benefit Plan Auditor

Binghamton, NY

About Johnson, Lauder & Savidge LLP

<p>More than 75 years of accounting work in the Southern Tier shapes how this firm approaches audits and reporting. Headquartered in Binghamton, New York, Johnson, Lauder &amp; Savidge LLP also has a satellite office in Montrose, Pennsylvania, giving it reach across the Binghamton–Scranton region.</p> <p>Founded in 1991, the firm handles assurance and tax work for individuals and a wide mix of organizations, including corporations, partnerships, and non-profits. Its audit practice covers full audits as well as financial statement reviews, with additional support through business consulting and tax return preparation.</p> <p>Gregory J. Carpenter, CPA, is one of the partners and works with clients across the firm’s accounting services. A practical differentiator is the combination of audit, review, consulting, and tax preparation under one roof for clients who prefer a single CPA firm for year-round needs.</p> <ul> <li>Audits and financial statement reviews (including retirement plan audit support alongside <a href="/auditors/401k">401(k) auditors</a>)</li> <li>Tax return preparation for individuals and business entities</li> <li>Accounting services for corporations, partnerships, and non-profits</li> <li>Business consulting support tied to financial reporting</li> </ul>

Website: https://www.jlscpa.com/

Founded: 1991

Office Locations

  • Binghamton, NY (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 7
  • Total AUM Audited: $205.9M
  • 401(k): 7 plans, $205.9M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLANSECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK, NY$84M302
SECURITY MUTUAL LIFE INS CO OF NY HOME OFFICE & AFFILIATES PENSION PLANSECURITY MUTUAL LIFE INSURANCE COMPANY, NY$60M113
PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLANPREFERRED MUTUAL INSURANCE COMPANY, NY$49M239
PREFERRED MUTUAL INSURANCE COMPANY EMPLOYEES' CASH AND DEFERRED SAVINGS PROFIT SHARING PLANPREFERRED MUTUAL INSURANCE COMPANY, NY$48M312
INNOVATION ASSOCIATES 401(K)INNOVATION ASSOCIATES, INC., NY$27M530
BUCKINGHAM MANUFACTURING COMPANY, INC. 401(K) RETIREMENT PLANBUCKINGHAM MANUFACTURING COMPANY, INC., NY$22M461
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS' PROFIT SHARING PLANSECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK, NY$18M118
FGS, INC. D/B/A GOOD SHEPHERD COMMUNITIES 403(B) PLANFGS, INC., NY$9M536
TEAMWORLD, INC. 401(K) PLANTEAMWORLD, INC., NY$5M133

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