"Working for a better tomorrow, today."
We strive to provide the best service to our clients. If there are other financial needs you may have, we would suggest you look at the materials our affiliates have to offer:
You can download the following administrative forms by clicking on the form name. The completed and signed forms should be mailed to our office.
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.
| 2018 | 2017 | 2016 - 2015 | |
|---|---|---|---|
| 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 | $12,500 |
| 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 |