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


2019 2018
Maximum compensation limit $280,000 $275,000
Defined contribution plan maximum contribution $56,000 $55,000
Defined benefit plan maximum contribution $225,000 $220,000
401(k), 403(b) and 457 plan elective maximum elective deferrals $19,000 $18,500
      Catch-up contributions $6,000 $6,000
SIMPLE plan elective deferrals $13,000 $12,500
      Catch-up contributions $3,000 $3,000
IRA $6,000 $5,500
      Catch-up contributions  $1,000 $1,000
Highly Compensated Salary Threshold $125,000 $120,000
Officer Salary Threshold $180,000 $175,000
Social Security taxable wage base $132,900 $128,400