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 & 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK, NY | $84M | 302 |
| SECURITY MUTUAL LIFE INS CO OF NY HOME OFFICE & AFFILIATES PENSION PLAN | SECURITY MUTUAL LIFE INSURANCE COMPANY, NY | $60M | 113 |
| PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN | PREFERRED MUTUAL INSURANCE COMPANY, NY | $49M | 239 |
| PREFERRED MUTUAL INSURANCE COMPANY EMPLOYEES' CASH AND DEFERRED SAVINGS PROFIT SHARING PLAN | PREFERRED MUTUAL INSURANCE COMPANY, NY | $48M | 312 |
| INNOVATION ASSOCIATES 401(K) | INNOVATION ASSOCIATES, INC., NY | $27M | 530 |
| 401(k) Retirement Plan | Healthcare Sponsor, NY | $22M | 461 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NY | $18M | 118 |
| 403(b) Retirement Plan | Professional Services Sponsor, NY | $9M | 536 |
| 401(k) Retirement Plan | Technology Sponsor, NY | $5M | 133 |
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