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Powered by SHALOM
Navigation Menu
Navigation Menu
Homepage
About Us
Our Agency
Our Firm
Sr. Tax Accountant
Scheduling, Billing, & Financial Policy
Flat Rate & Packages
Refer a Friend/Client
Services
Consulting Services
Payroll Accounting
Management Accounting
Business Tax Returns
Personal Tax Returns
Make Payment
Send Documents
Contact us
Resource Center
HR/Payroll Center
Tax Center- Where’s My Refund
IRS Offer-In-Compromise
Chapter 7 Bankruptcy Petition
Ma Shalom Podcast
Retirement Plan Designs
Health Insurance
Life Insurance
Estate Plan for Seniors
Financial Center
Merchant Application
Business Banking
Digital Marketing Services
CPE Store
Business in a Box
Online Store
Register a Domain
IRS YouTube Channel
Login
MyTaxOffice-Login
Payroll Relief-Login
Homebase Login
Time Station Login
MyUHC-Login
ANICO-Login
Kaiser Permanete-Login
HR/Employee Benefits Login
Staff Login
Solo Self-Directed 401 K Plan Intake
Please enable JavaScript in your browser to complete this form.
1
Creation of Plan Documents
2
Business Name
3
Owner/Employee
4
Make 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
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Business Phone
Business EIN
Entity Type
Sole Prieportor
Single Member LLC
Multi-Member LLC
S-Corp
C-Corp
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Next
Owner/Shareholder's Name
*
Owner's SSN/TIN
Phone
Email
*
Address
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Previous
Next
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
MM
1
2
3
4
5
6
7
8
9
10
11
12
Expiration
/
YY
23
24
25
26
27
28
29
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32
33
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
Previous
Submit