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401k / Profit Sharing Illustration

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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?*
Do the owners own other businesses?*
Plan year end?*
Corporate Year End?*
Plan Year to be Illustrated?*
Does the employer have a current plan?*

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?*
Is the Plan Safe Harbor?*
When was the last Contribution made to the current Plan?*

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 HERE
Would you like a copy emailed to you?
Phone
This field is for validation purposes and should be left unchanged.

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Are you ready to make a complex plan simple?

Midwest Pension Actuaries, Inc. | 30680 Twelve Mile Road - Farmington Hills, MI 48334-3803 | 248-539-5000

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