401k / Profit Sharing Illustration Step 1 of 3 33% LinkedInThis field is for validation purposes and should be left unchanged.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(Required)Illustration Contact(Required)Illustration Contact Email Address(Required) Contact Phone Number(Required)Type of Corporation?(Required)ChooseC-corpS-corpProf. Services CorpIndividual (Schedule C Filer)Do the owners own other businesses?(Required)ChooseYesNoPlan year end?(Required)Choose1/312/283/314/305/316/307/318/319/3010/3111/3012/31Corporate Year End?(Required)Choose1/312/283/314/305/316/307/318/319/3010/3111/3012/31Plan Year to be Illustrated?(Required)Choose2025202620272028Does the employer have a current plan?(Required)ChooseYESNO What Type of Plan? Please select a current plan type(Required) 401(k) Plan Only Profit Sharing Only SEP Simple 401(k) + Profit Sharing Traditional Defined Benefit Cash Balance Current Profit Sharing allocation?(Required)CHOOSEN/ANew Comparability/Cross TestedIntegratedEven Percentage for AllOtherIs the Plan Safe Harbor?(Required)CHOOSEYes, Safe Harbor MatchYes, Safe Harbor Non-Elective (3%)NOWhen was the last Contribution made to the current Plan?(Required)CHOOSE20172018201920202021202220232024202620272028Prior to 2017 Who are the targeted employees?(Required)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? Δ Let’s Get Started Are you ready to make a complex plan simple? CONTACT US
