Stephen Patrick Ratcliffe
Plan context: Ratcliffe Financial 401K Ps Plan
EIN 20-2625987 • Charlotte, NC • 2 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
4
2016 Assets
$129,062
2016 Contributions
$197,270
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $197,270 | - |
| Ratcliffe Financial 401K Ps Plan | - | 0 | $0 | $197,270 | - |
| 2015 | 1 | 4 | $129,062 | $127,092 | $31,773iApproximate average salary by contribution assumption: employee only about $794,325 at 4% or $529,550 at 6%; with 50% employer match about $529,550 at 4% or $353,033 at 6%; with 100% employer match about $397,163 at 4% or $264,775 at 6%. |
| Ratcliffe Financial 401K Ps Plan | - | 4 | $129,062 | $127,092 | $31,773iApproximate average salary by contribution assumption: employee only about $794,325 at 4% or $529,550 at 6%; with 50% employer match about $529,550 at 4% or $353,033 at 6%; with 100% employer match about $397,163 at 4% or $264,775 at 6%. |