Money Purchase · DOL Form 5500 · 2023
Ratliff Cpa Firm PC Money Purchase Plan
Data updated 2026-07-24
- N/A
- Total assets
- 3
- Participants
Official DOL plan name: Ratliff Cpa Retirement Plan · Sponsored by Ratliff Cpa Firm PC · South Carolina · Professional & Technical Services
N/A in assets, 3 participants
Ratliff Cpa Firm PC's Ratliff Cpa Retirement Plan reported N/A in total assets and 3 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Ratliff Cpa Retirement Plan holds N/A for 3 participants.
- N/A
- total plan assets (2023 EOY)
- 3
- covered participants
Money Purchase · DOL Form 5500 · 2023
What the Filing Says About Ratliff Cpa Retirement Plan
Ratliff Cpa Retirement Plan is a Money Purchase retirement plan sponsored by Ratliff Cpa Firm PC, headquartered in South Carolina. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 3 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 811576496, and the plan has been effective since 2016-08-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Across the 2 plan years Ratliff Cpa Firm PC has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $192K to $234K, a gain of 21.7%, while reported participants moved from 5 to 6 (+20.0%). Year-by-year, sponsor-wide filings show: 2022 - $192K in assets across 1 plan covering 5 participants; 2023 - $234K in assets across 2 plans covering 6 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Money Purchase |
| Employer EIN | 811576496 |
| Plan Effective Date | 2016-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ratliff Cpa Firm PC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $192K |
| 2023 | 2 | 6 | $234K |
Nearby Money Purchase Plans in South Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ratliff Cpa Retirement Plan vs. nearby Money Purchase plans in South Carolina, assets vs. participants
Frequently Asked Questions
How much money is in the Ratliff Cpa Retirement Plan? ▼
What type of plan is Ratliff Cpa Retirement Plan? ▼
Who sponsors the Ratliff Cpa Retirement Plan? ▼
How did Ratliff Cpa Retirement Plan perform in 2023? ▼
What this filing means
Ways to act on Ratliff Cpa Retirement Plan's numbers.
- Compare it side-by-side against 3 similar Money Purchase plans in South Carolina. Compare plans
- Ratliff Cpa Firm PC's sponsor-wide assets have grown 21.7% since 2022 across 2 plan years on file. More Professional & Technical Services plans
- A Money Purchase plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811576496.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.