Mcgowan Guntermann

Employee Benefit Plan Auditor

Santa Barbara, CA

About Mcgowan Guntermann

<p>Founded in 1945, McGowan Guntermann traces its beginnings back more than seven decades and is described as the oldest CPA firm in Central California.</p> <p>Based in Santa Barbara on California’s Central Coast, the firm works with businesses and individuals across the Santa Barbara area and the broader Central California region. As a CPA practice, it handles audit and accounting needs along with other financial services that support day-to-day operations and reporting.</p> <p>McGowan Guntermann’s differentiator is its long local history in Central California, paired with a full-service CPA platform for clients that want an established firm in the Santa Barbara market.</p> <ul> <li>Audit services by an experienced CPA firm</li> <li>Support for employer retirement plan audits through <a href="/auditors/401k">401(k) auditors</a> services</li> <li>Accounting and financial reporting assistance</li> <li>Ongoing CPA support for Central Coast and Central California clients</li> </ul>

Website: https://www.mcgowan.com

Founded: 1945

Office Locations

  • Santa Barbara, CA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 3
  • Total AUM Audited: $28.0M
  • 401(k): 3 plans, $28.0M 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
MERCER ADVISORS INC. 401(K) PLAN MERCER ADVISORS, INC., CO $145M 1,182
KARL STORZ IMAGING, INC. EMPLOYEES' SAVINGS PLAN KARL STORZ IMAGING, INC., CA $115M 320
AXXCSS WIRELESS SOLUTIONS, INC. EMPLOYEES RETIREMENT 401(K) PLAN AXXCSS WIRELESS SOLUTIONS, INC., CA $16M 35
403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF VENTURA COUNTY, INC. THE ARC OF VENTURA COUNTY, INC, CA $13M 202
THE TOWBES GROUP SALARY SAVINGS PLAN THE TOWBES GROUP, INC., CA $10M 110
401(k) Retirement Plan Healthcare Sponsor, CA $5M 188

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