Request Proposal

Legal Business Name:

EIN:

Participant Count:

Address:

Main Plan Contact:

Phone:

Email address:

Fiscal Year End:

Entity is a:
C-CorpS-CorpPartnershipSole ProprietorshipLLCLLP

If LLC or LLP, how is it taxed?

If you are involved in multiple business entities, please describe:

Are any of your family members involved in your business (or businesses)? If so, please describe:

What contribution limit is most appealing to you as the owner?
—Please choose an option—$18K/$24K (catch up if you’re over 50)$53K/$59K$100K/$150K$200K +

SERVICE PROVIDER INFORMATION:

Payroll Services Provider:

Payroll Contact:

Payroll Phone:

Payroll Email:

Payroll Frequency:
WeeklyBi-WeeklySemi-MonthlyMonthly

CPA Firm:

CPA Contact:

CPA Phone:

CPA Email:

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