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?*Choose20192020202120222023Does the employer have a current plan?*ChooseYESNO What Type of Plan? Please select a current plan type*401(k) Plan OnlyProfit Sharing OnlySEPSimple401(k) + Profit SharingTraditional Defined BenefitCash BalanceCurrent 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*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. Let’s Get Started Are you ready to make a complex plan simple? CONTACT US