401(k) Plans – Small to large companies that want to offer a salary reduction plan with a maximum number of options to their employees may benefit from a 401(k) Plan.  

Pre-tax employee salary reductions are limited to $11,000 and may reduce employee’s current taxable income. The Employer may make discretionary employer contributions and/or employer matching contributions limited to 100% of gross compensation or $40,000 per individual  (including employee deferrals and employer contributions).  Individual age 50 and older may be able to make "catch-up" contributions of up to $1,000 if their plans are properly amended.

The maximum employer tax deduction is 25% of total eligible payroll. 

To help you determine if a 401(k) Plan is best for your business, we offer complimentary qualified plan proposals and comparisons emphasizing benefits of different plan types and designs.  

Our Self-Directed plans provide you the freedom-of-choice in selecting investments for your account. These include, but are not limited to Investment Real Estate, Limited Partnerships, LLCs, Private Stock as well as the full spectrum of marketable securities. 

To find out if a 401(k) Plan is right for your company or if you would like more information on our Self-Directed Retirement Plan services, please complete the request form below.

 

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New 401 (k) Plan Account Package ( # of packages )

Additional Information:

Self Directed IRA
Personal Trust
Estate Planning
Record Keeping
Custodial Services

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