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Services Offered

  • Comprehensive Plan Installation

    • Customized plan designs
      Plan & trust documents and sample board of directors resolution
      Summary plan description
      Employee communication material

  • Recordkeeping Services

    • Annual reporting of allocation
      Administrative forms
      Payroll collection
      Vesting
      Benefit Calculations (termination, hardship, and loan)

  • IRS Reporting Documents

    • 5500 – Annual Return of Employer Benefit Plan
      1099R – Distribution from Qualified Plans (available upon request, charge per form)
      SSA – Annual Registration Form – Benefits of Terminated Participants
      5558 – Application for Extension of Time for Filing Form 5500
      5330 – Excise Tax Payment Form
      5300, 5303, 5307, 2848, Schedule Q, as applicable – Application for Determination, as needed

  • Annual Compliance and Discrimination Testing

    • Coverage testing
      Top heavy testing
      415 testing
      Highly compensated employees (HCE) determination
      414(s) Compensation Ratio Testing
      401(a)(4)
      Average Deferral Percentage (ADP)
      Average Contribution Percentage (ACP), if applicable
      Employee Notice Preparation

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