401k / Profit Sharing Illustration Step 1 of 3 33% Please complete the following information to help us create an accurate illustration. A completed census will be requested at the end of this form. A blank census can be found HERE. Sensitive information is accepted as this upload is secure and encrypted. Company Name* Illustration Contact* Illustration Contact Email Address* Contact Phone Number*Type of Corporation?*ChooseC-corpS-corpProf. Services CorpIndividual (Schedule C Filer)Do the owners own other businesses?*ChooseYesNoPlan year end?*Choose1/312/283/314/305/316/307/318/319/3010/3111/3012/31Corporate Year End?*Choose1/312/283/314/305/316/307/318/319/3010/3111/3012/31Plan Year to be Illustrated?*Choose2021202220232024Does the employer have a current plan?*ChooseYESNO What Type of Plan? Please select a current plan type* 401(k) Plan Only Profit Sharing Only SEP Simple 401(k) + Profit Sharing Traditional Defined Benefit Cash Balance Current Profit Sharing allocation?*CHOOSEN/ANew Comparability/Cross TestedIntegratedEven Percentage for AllOtherIs the Plan Safe Harbor?*CHOOSEYes, Safe Harbor MatchYes, Safe Harbor Non-Elective (3%)NOWhen was the last Contribution made to the current Plan?*CHOOSE201720182019202020212022Prior to 2017 Who are the targeted employees?* What is the targeted contribution? Any design comments? Please Upload Census, Excel Format is Preferred Drop files here or Select files Accepted file types: jpg, png, jpeg, pdf, xlsx, xls, Max. file size: 20 MB. A blank census can be found HEREWould you like a copy emailed to you? NameThis field is for validation purposes and should be left unchanged. Δ Let’s Get Started Are you ready to make a complex plan simple? CONTACT US