Contact Information

Contact Information

(Sole Prop., Partnership, C Corp., S Corp., LLC, LLP, Not for Profit, Professional Service Corporation)

If the entity is an LLC, how is it taxed?

What is the ownership structure? (list name and percent owned)

Are there any family members of owner(s) working in the company?

If yes, list names and relationship.

Do the owner(s) have ownership in any other businesses?

If yes, any employees?

Existing Plan Detail

What type of plan(s) is/are currently in place?

What are the eligibility requirements?

What are the entry dates?

Does your plan allow for any of the following Employer Contributions? (check all that apply)

Does your plan pass all compliance tests?