Self-Directed 401 K Plan – SCG Accounting

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

Employer/ Business Name *

Business Address

Address Line 1

Address Line 2

City

State

Zip Code

Business Phone

Business EIN

Entity Type

Owner/Shareholder's Name *

Owner's SSN/TIN

Phone

Email *

Address

Address Line 1

Address Line 2

City

State

Zip Code

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

Expiration

/

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

Solo Self-Directed 401 K Plan Intake