About Mather & Co. CPAs, LLC
<p>Founded in 1974, Mather & Co. CPAs, LLC is a CPA firm headquartered in Louisville in the Louisville metro area of Kentucky.</p> <p>The firm works with individuals, partnerships, corporations, trusts, and estates on accounting, tax, audit, and business advisory needs. Audit and assurance services include independent audits, reviews, and compilations of financial statements. It also handles tax preparation at the federal, state, and local levels.</p> <p>Beyond attest work, Mather & Co. provides bookkeeping and business consulting. A practical differentiator is the breadth of services under one roof, which can help clients coordinate audit, tax, and day-to-day accounting work with the same team.</p> <p>Jack Schaefer is a listed contact for the firm.</p> <ul> <li>Independent audits, reviews, and compilations</li> <li>Tax preparation: federal, state, and local</li> <li>Bookkeeping services</li> <li>Business consulting and advisory support</li> <li>CPA firm support for individuals and business entities</li> </ul>
Website: https://www.www.matherandcompany.com
Founded: 1974
Office Locations
- Louisville, KY (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 15
- Total AUM Audited: $127.1M
- 401(k): 15 plans, $127.1M 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 |
|---|---|---|---|
| MORTENSON DENTAL PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN | MORTENSON FAMILY DENTAL HOLDINGS, INC., KY | $71M | 1,994 |
| PLUMBERS SUPPLY CO. 401(K) PLAN | PLUMBERS SUPPLY CO., KY | $24M | 331 |
| STC MANAGEMENT GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN | STC MANAGEMENT GROUP, LLC, KY | $19M | 1,504 |
| EDWARDS MOVING & RIGGING, INC. 401(K) PLAN | EDWARDS MOVING & RIGGING, INC., KY | $11M | 119 |
| MONTGOMERY AUTOMOTIVE DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN | MONTGOMERY AUTOMOTIVE DEALERSHIPS, INC., KY | $10M | 195 |
| 401(k) Retirement Plan | Healthcare Sponsor, KY | $10M | 445 |
| 401(k) Retirement Plan | Manufacturing Sponsor, KY | $8M | 203 |
| 401(k) Retirement Plan | Professional Services Sponsor, KY | $8M | 44 |
| 401(k) Retirement Plan | Technology Sponsor, KY | $7M | 164 |
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