Funding Request Form

This form is ONLY to be used to submit your 2025 Defined Benefit or Cash Balance Plan & 401(k) Funding Request.

Click to View Funding Form FAQ Click to View Documents Needed to Help Complete the Form

Important: We do not accept estimated amounts.

Please complete this form once you have all final numbers.
Please note the following:

Please carefully review your entries for 100% accuracy as they will be used to finalize your funding range.

At the end of each form section, you will have a space to make any comments or ask questions. Our support team will answer any questions you have.

A copy of your submission will be emailed to you for your records.

Once the form is submitted, we will provide you with a funding range within 10 business days.

General Information
Enter your name:*

First NameLast Name
Enter business name:*
If you have multiple businesses, enter your primary business name or the name tied to this plan.
Enter your contact email:*
Please use the same email that we have on file, which should be the email that you received this form link.
Enter your phone number:*
Please use the same phone number that you used when you set up your account.Format: 000-000-0000.
Change of AddressChange of Tax StructureHired Employees (may be a spouse)
Enter the new business address:*

Street Address

Street Address Line 2

CityState

Zip Code
Please provide a description of the changes: *
If you have any additional changes or comments, please note below:

Compensation Information
How many shareholders received compensation?*
Shareholder #1 Name:*
Shareholder #1 Compensation:*
Shareholder #2 Name:*
Shareholder #2 Compensation:*
Shareholder #3 Name:*
Shareholder #3 Compensation:*
How many Sole Proprietors (Schedule Cs) are tied to this plan?*
OwnerSpouse
What is the profit for the 1st Sole Proprietor?*
For add'l information regarding how to calculate your business profit please click here.
OwnerSpouse
What is the profit for the 2nd Sole Proprietor?*
Please upload a list of the net profit for each sole proprietor and the owner:*

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Please enter the business profit as reported on Line 31 of your Schedule C:*
For add'l information regarding how to calculate your business profit please click here.
Please enter the compensation as reported on the W2 (Box 5):*
To determine the proper W2 amount to report to us, please click here.
Please enter the spouse's compensation as reported on their W2:*
Please upload the employee census:

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If you need the template, click here to download.
Please upload the Schedule C (PDF Only):

*Not Required*
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If you would like to upload the W2(s), please do so below:

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How many partners are in the business?*
For each partner, enter their full name and profit as reported on Form K1:
For information on how profit is calculated, click here.
Partner #1 Name:*
Partner #1 Profit (Box 14 of K1):*
Partner #2 Name:*
Partner #2 Profit (Box 14 of K1):*
Partner #3 Name:*
Partner #3 Profit (Box 14 of K1):*
Partner #4 Name:*
Partner #4 Profit (Box 14 of K1):*
Partner #5 Name:*
Partner #5 Profit (Box 14 of K1):*
Partner #6 Name:*
Partner #6 Profit (Box 14 of K1):*
Partner #7 Name:*
Partner #7 Profit (Box 14 of K1):*
Partner #8 Name:*
Partner #8 Profit (Box 14 of K1):*
Partner #9 Name:*
Partner #9 Profit (Box 14 of K1):*
Partner #10 Name:*
Partner #10 Profit (Box 14 of K1):*
Please provide any additional questions/comments regarding the questions above:
Upload the history of compensation spreadsheet:

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If you need the template, click here to download.

Additional Documents/Files
Please upload any additional documents/files below:
Upload Files:

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Review
Please note any questions/comments regarding your funding:
Should be Empty:

This form is ONLY to be used to submit your 2025 Defined Benefit or Cash Balance Plan & 401(k) Funding Request.

Please note the following:

General Information

Plan Information

First-Year Client Information

Compensation Information

For each partner, enter their full name and profit as reported on Form K1:

Defined Benefit / Cash Balance Plan Information

List each contribution amount and the date it was made:

401(k) Information

Distribution Information

Cash Balance

401(k)

Additional Documents/Files

Please upload any additional documents/files below:

Review