Ratliff And Jentho Cpa Profit Sharing Plan DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ratliff And Jentho Cpa Profit Sharing Plan
  • Sponsor EIN: 760127451
  • Sponsor Address: 606 ROLLINGBROOK ST STE 1B, BAYTOWN, TX, 77521
  • Plan Type: DC
  • Total Participants: 15
  • Total Assets: $2.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$2.4M$52,644$69,864
202314$2.1M$32,692$115,525
202214$1.8M$55,500$78,100

Similar Plans