Solo 401k Order Page
Solo 401(k) Establishment Service* Includes:
- Adoption Agreement
- Basic Plan Document
- Post-PPA Amendment
- Summary Plan Description
- Trust Agreement
- Appointment of Trustee
- Action by Board of Directors
- Beneficiary Designation
- Loan Procedure
- Loan Documentation
- Employer Identification Number (EIN) obtained from the IRS for your Solo 401k Trust
- IRS Determination letter stating that this is a Prototype Plan that meets the requirements of a qualified plan
- Transfer Request Forms for incoming funds transfers
Our Annual Solo 401k Compliance Service Includes:
- Unlimited client support
- Assistance with filing of tax forms 5500-EZ and 1099-R (if required)
- Maintenance of Plan Documents to ensure IRS-compliance
- Provide Customized Transfer/Rollover Forms
- Assistance with Rollover/Transfer
- Interim Plan Amendments as required by the IRS
- Turnkey Process for Solo 401k Bank Account
- Calculation of Annual Contribution Amounts
- Post-PPA Compliant Documents
- State-of-the-art Client Portal
Pricing and Payment:
Pricing:
- Establishment Fee – $800;
- Annual Fee – $200 (starting 2nd year)
*Subject to Solo 401k Terms & Conditions
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