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Plan Illustration Request
friendlydesign
2026-09-01T12:54:52+00:00
Cash Balance Plan
Illustration Request
Step
1
of
3
33%
Name
This field is for validation purposes and should be left unchanged.
Please complete the following information to help us create an accurate illustration. A completed census will be requested at the end of this form. A blank census can be found
HERE
. Sensitive information is accepted as this upload is secure and encrypted.
Company Name
(Required)
Illustration Contact
(Required)
Illustration Contact Email Address
(Required)
Contact Phone Number
(Required)
Type of Corporation?
(Required)
Choose
C-corp
S-corp
Prof. Services Corp
Individual (Schedule C Filer)
Do the owners own other businesses?
(Required)
Choose
Yes
No
Plan year end?
(Required)
Choose
1/31
2/28
3/31
4/30
5/31
6/30
7/31
8/31
9/30
10/31
11/30
12/31
Corporate Year End?
(Required)
Choose
1/31
2/28
3/31
4/30
5/31
6/30
7/31
8/31
9/30
10/31
11/30
12/31
Plan Year to be Illustrated?
(Required)
Choose
2025
2026
2027
2028
Does the employer have a current plan?
(Required)
Choose
YES
NO
What Type of Plan?
Please select a current plan type
(Required)
401(k) Plan Only
Profit Sharing Only
SEP
Simple
401(k) + Profit Sharing
Traditional Defined Benefit
Cash Balance
Current Profit Sharing allocation?
(Required)
CHOOSE
N/A
New Comparability/Cross Tested
Integrated
Even Percentage for All
Other
Is the Plan Safe Harbor?
(Required)
CHOOSE
Yes, Safe Harbor Match
Yes, Safe Harbor Non-Elective (3%)
NO
When was the last Contribution made to the current Plan?
(Required)
CHOOSE
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
Prior to 2017
Who are the targeted employees?
(Required)
What is the targeted contribution?
Any design comments?
Please Upload Census, Excel Format is Preferred
Drop files here or
Select files
Accepted file types: jpg, png, jpeg, pdf, xls, xlsx, Max. file size: 20 MB.
A blank census can be found
HERE
Would you like a copy emailed to you?
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