Retirement Plan Design Services

Self-Direct 401K Plan Designs

1Creation of Plan Documents

2Business Name

3Owner/Employee

4Make Payment

Name of 401K Plan

This is usually the name of the business with 401K at the end. an example would John"s Auto Repair 401K Plan.

Trustee's Name *

First

Last

This is usually the business owner, managed partner or self-employed person.

Name of Trust *

This is not to be confuse with an estate trust. Solo 401k plans are required to setup a trust bank account to hold retirement contributions. This name will be listed on your checkbook account. i.e "TNE Investments Trust" or "ABC Venture Capital"

Effective Date of Plan

Next

Employer/ Business Name *

Business Address

Address Line 1

Address Line 2

City

AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingState

Zip Code

Business Phone

Business EIN

Entity TypeSole PrieportorSingle Member LLCMulti-Member LLCS-CorpC-Corp

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Owner/Shareholder's Name *

Owner's SSN/TIN

Phone

Email *

Address

Address Line 1

Address Line 2

City

AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingState

Zip Code

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Solo 401K Plan Documents *

Price: $ 450.00

We will prepare the Initial Solo 401k Plan Documents, which will include the following documents. Summary Plan Document (SPD), Adoption Agreement, Employer Resolution, Trust Agreement,IRS Approval Letter, EIN Letter for Trust Account, Checkbook Bank Account Application.

Total

$ 0.00

Authorize.Net *

Card Number

MM123456789101112Expiration

/

YY2324252627282930313233

Security Code

Agreement/Disclaimer

• I understand that Shalom Consulting Group, LLC is my document provider and will prepare a non-standardized pre-approved profit sharing plan with CODA, under Internal Revenue Code (IRC) Section 401. I understand, I am setting up a Self-Directed Solo 401k plan and shall be listed as my plan sponsor, administrator, and trustee. I understand, that if any additional administrative services are requested by Shalom Consulting Group LLC to assist in administer my self-directed 401k plan will be provided separate from this plan document preparation services and will be billed in accordance with the Shalom Consulting Group's fees, billing and financial policy at the time of their requested services.

Signature

Clear Signature

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Submit

Other Retirement Plan Design Services

Plan Design Services

The employee benefit plan landscape has changed dramatically over the last few years, and our staff of specialists is committed to helping you navigate these changes. We can design and prepare your employee benefit plan documents for ERISA and tax compliance, and we can help you to understand your workforce, your objectives, and the advantages and deficiencies of your current employee benefit plan, analyze the marketplace with your specific requirements in mind and uncover the best fit for your objectives and employees. At Shalom Consulting Group, we strive to provide creative, comprehensive employee benefit plans and can help you weigh the complex benefits and costs posed by today’s qualified and nonqualified pension and profit-sharing plans, including 401(k), SEP, SEP IRA, life insurance, and health insurance plans.

• Life Insurance Retirement Plan (LIRP)
• Executive Bonuses Plans
• SEP IRA
• Traditional IRAs
• Roth IRAs
• Fixed Annuities
• Indexed Annuities