SHALOM

Solo Self-Directed 401 K Plan Intake

1Creation of Plan Documents
2Business Name
3Owner/Employee
4Make Payment
This is usually the name of the business with 401K at the end. an example would John”s Auto Repair 401K Plan.
This is usually the business owner, managed partner or self-employed person.
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”