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Plan Design Questionnaire

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Money Purchase: Basic Plan Information
*Required Fields
This is an Existing Plan A New Plan
* Name of Plan:
* Name of Employer:
* Street Address: City:
* State: : Zip:
* Phone Number: Fax:
* Email:
 
Plan Number: Effective Date: / /
Amended Date: / /
Trustee(s): , ,
* Contact Name:
Plan Administrator: Employer Committee Other (please type name)
* Plan Year (mm/dd) : / Employer Fiscal Year(mm/dd) : /
 
* EIN:
Form of Ownership: Corporation
  S-Corporation
  LLC
  LLP
  Partnership
  Sole Proprietor
  Other:
 
Business Code (6 digits): Date Business Commenced: / /
Controlled Group/Affiliated Service Group? Yes No
Compensation Definition: 3401(a) 6041/6051 415
Exclusions from Compensation:
Compensation Computation Period: Plan Year Plan Year while Participant Calendar Year
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