Qualified Plan Analysis Request

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What is the name of your Company or Business?

 

Address

Principal Activity

Date of Incorporation

Fiscal Year

Current Plan Assets

Number of employees

Annual Payroll (Prior year W-2s)

Anticipated Annual Employer Deposits as a % of salary,  or in total $ value

Do owners of this company have more than 5% of any other company?  Describe-

List the current census of people employed at your firm below:

Employee Name	Date of Birth	Date of Hire	Annual Salary	% Owner –ship	Smoker / non smoker S/N	Sex  M/F	Family member of (Y/N) Owner?

Current plan adoption agreement available?

Type of Business Structure (C Corp, S Corp, LLC, etc.)

Any leased employees? If so approximately how many?

Is payroll prepared by employer or payroll service?

Identify which employees work less than 1000 hours a year.

Most recent plan statement available?

Who are the owners of this company and in what percentage do they own?

Any other retirement plans existing or terminated? Please give details.

How would you like to provide us these documents?

We will fax you @ 316-636-5511We are mailing it separatelyWe will provide it to you at a later time.Other:

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