Resources


Download Forms

You can download the following administrative forms by clicking on the form name. The completed and signed forms should be mailed to our office.

Links

Below we've compiled a list of the most useful resource links for our clients. For your convience, feel free to bookmark this page so you have quick access to the forms and links you need.


Annual Plan Limits


2018 2017 2015 - 2016
Compensation $275,000 $270,000 $265,000
Limits on benefits and contributions
Defined Contribution plans $55,000 $54,000 $53,000
Defined Benefit plans $220,000 $215,000 $210,000
401(k), 403(b) and 457 plan elective deferrals $18,500 $18,000 $18,000
SIMPLE plan effective deferrals $12,500 $12,500 $12,000
IRA $5,500 $5,500 $5,500
Catch-up contributions
401(k), 403(b) and 457 plans $6,000 $6,000 $6,000
SIMPLE plans $3,000 $3,000 $3,000
IRA $1,000 $1,000 $1,000
"Highly Compensated" definition $120,000 $120,000 $120,000
"Key Employee" Definition
Officer $175,000 $175,000 $170,000
1% owner $150,000 $150,000 $150,000
Social Security taxable wage base $128,400 $127,200 $118,500