2023 Form 5500 filing — Ratliff And Jentho Cpa Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241118141505NAL0001036579002) for Ratliff And Jentho Cpa Profit Sharing Plan, reported by Ratliff And Jentho Cpa Profit Sharing Plan under EIN 76-0127451 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241118141505NAL0001036579002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ratliff And Jentho Cpa Profit Sharing Plan
- EIN
- 76-0127451
- Plan number
- 001
- Location
- Baytown, TX
- Participants
- 14
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,141,059
- Net assets (EOY)
- $2,141,059
- Employer contributions
- $32,692
- Participant contributions
- $115,525
- Total income / additions
- $377,694
- Benefits paid
- $52,269
- Administrative expenses
- $8,813
- Total expenses
- $61,082
- Net increase / (decrease)
- $316,612
- Schedule source
- Schedule I