Ratliff And Jentho Cpa Profit Sharing Plan — Form 5500 plan (Ratliff And Jentho Cpa Profit Sharing Plan)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ratliff And Jentho Cpa Profit Sharing Plan is a benefit plan reported by Ratliff And Jentho Cpa Profit Sharing Plan under EIN 76-0127451 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $2,141,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ratliff And Jentho Cpa Profit Sharing Plan
- EIN
- 76-0127451
- Plan number
- 001
- Plan type
- 2
- Location
- Baytown, TX
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $2,141,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20241118141505NAL0001036579002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,141,059
- Net assets (EOY)
- $2,141,059
- Net assets (BOY)
- $1,824,447
Income & contributions
- Employer contributions
- $32,692
- Participant contributions
- $115,525
- Total income / additions
- $377,694
Expenses & distributions
- Benefits paid
- $52,269
- Administrative expenses
- $8,813
- Total expenses
- $61,082
- Net increase / (decrease)
- $316,612
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.