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We're a full service consulting and administration firm. We ensure that the needs of employer and employee will be met.

Proposal Request

If you would like to know what it would cost to have us administer your plan, download the Proposal Request Form.

Please fax or mail the completed form to our office and we will be happy to provide you with a free, no obligation proposal.

Below we've compiled a list of the most frequented pages for our clients. Bookmark this page so that you have a quick point of reference.

Annual Plan Limits

Type 2022 2021 2020
Contribution and Benefit Limits
Elective Deferral Limit $20,500 $19,500 $19,500
Catch-Up Contributions $6,500 $6,500 $6,500
Annual Contribution Limit $61,000 $58,000 $57,000
Annual Contribution Limit including Catch-Up Contributions $67,500 $64,500 $63,000
Annual Benefit Limit $245,000 $230,000 $230,000
Compensation Limits
Maximum Plan Compensation $305,000 $290,000 $285,000
Income Subject to Social Security $147,000 $142,800 $137,700
Key EE Compensation Threshold $200,000 $185,000 $185,000
Highly Compensated EE Threshold $135,000 $130,000 $130,000
IRA Limits
SIMPLE Plan Elective Deferrals $14,000 $13,500 $13,500
SIMPLE Catch-Up Contributions $3,000 $3,000 $3,000
Individual Retirement Account (IRA) $6,000 $6,000 $6,000
IRA Catch-Up Contribution $1,000 $1,000 $1,000