Plan Highlights

Plan Number Plan EIN
Plan Name
Employer Name
Address Line 1
Address Line 2
City
State
Zip  - 
Phone Number  -   - 
Fax Number  -   - 
3. Who are the Trustees?
     
4. Are Any Employees Excluded?
     
5. What is the Plan Year?

6. What is the Eligibility Requirement?
      Age Waiting Period Hours

7. What is the Entry Date(s)?
8. What kind of contributions can be made?
      Employer Roll-over Participant Deferral Employer Match
9. What are the hours requirements to receive contributions?
     Active Participant:          Match Employer Forfeiture
     Terminated Participant:   Match Employer Forfeiture
10. What is the Vesting Schedule?
     Participant Contributions Participant Roll-over
     Employer Contributions Match Contributions
11. When may I retire ? Age
      Minimum Participation Retirement Date
12. What contributions are made to the plan?
      Employer Match Employee Pretax
13. How are forfeitures allocated? Employer Contributions Reallocated to Participants
14. Do IRS Top Heavy rules apply to this plan? YES NO
15. Does the plan provide for loans? YES NO
16. When may my benefits be distributed?
17. If I have terminated, must I receive a distribution?
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