Our Comprehensive Prototype Qualified Plans: #01

Purpose of Form: Prototypes For Trust Departments Or When Investments Will Not Be Limited To Bank Time Deposits. We offer six prototypes (six adoption agreements based on our Basic Plan Document #01) for a cost of $400 plus $50 per adoption agreement ($100 for the 401(k) adoption agreements) plus any IRS filing fees.

You must select one or more of the following adoption agreements:
1 - Adoption Agreement #001: Standardized and Paired Profit Sharing Plan & Trust
2 - Adoption Agreement #002: Standardized and Paired Money Purchase Plan & Trust
3 - Adoption Agreement #003: Standardized and Paired 401(k) Plan & Trust
4 - Adoption Agreement #004: Non-Standardized Profit Sharing Plan & Trust
5 - Adoption Agreement #005: Non-Standardized Money Purchase Plan & Trust
6 - Adoption Agreement #006: Non-Standardized 401(k) Plan & Trust

Qualified Plan Trust Kit

This folder contains all that is needed for a business customer to establish a qualified plan. It is based on our Basic Plan Document #01 and the four applicable non - 401(k) adoption agreements.
The folder contains:
> Instruction Sheet and Checklist
> Service Agreement
> Deposit Form
> Adoption Agreements
> Basic Plan Document
> Notice to Employees (2 copies)
> Designation of Beneficiary Form
> Qualified Pre-retirement Survivor Annuity Waiver Form
> Qualified Joint & Survivor Annuity Waiver Form

401(k) Plan Kit

This folder contains items needed for business customer to establish a 401(k) plan. It is based on our Basic Plan Document #01 and the two related 401(k) adoption agreements.
The folder contains:
> Instruction Sheet and Checklist
> Service Agreement
> Deposit Form
> Adoption Agreements
> Basic Plan Documents
> Notice To Employees
> Designation of Beneficiary Form
> Elective Deferral Form
> ADP Test Form
> Investment Instruction Form

Our One-Person, Limited Investment Prototype Qualified Plans: #02

Simple Prototypes Primarily Intended For One Person Plans Or When Investments Will Be Limited To Time Deposits.
We offer two prototypes (two adoption agreements based on our Basic Plan Document #02) for a cost of $400 plus $50 per adoption agreement, plus any IORS filing fees.
They are summarized below:
1. Adoption Agreement #001: Standardized and Paired Profit Sharing Plan and Trust
2. Adoption Agreement #002: Standardized and Paired Money Purchase Plan and Trust

Simple Keogh/Qualified Plan Kit

This folder contains what is needed for a business customer to establish a qualified plan when investments are limited to the institution's savings or time deposits. Based on our Basic Plan Document #02,
the folder contains the following:
> Instrument Sheet and Checklist
> Service Agreement
> Adoption Agreement
> Basic Plan Document
> Beneficiary Designation Form