Solo 401k Plan Services

ANEW 401K TPA, LLC

Solo 401k Plan Services

• Plan Document Services using a Solo K Plan Document including the following provisions:
  • Pre-Tax, Roth and After-Tax Contributions
  • Employer contributions
  • Loan Provisions
  • In-Plan Roth Conversions
  • Spouse participation if paid by sponsoring company
• Solo 401k Account reconciliation and year end account value monitoring to confirm if assets are $250,000 or more requiring IRS Form 5500-EZ filing
• Contribution calculation and/or verification with CPA
• Preparation of Form 5500-EZ (signature ready) and filing electronically to the IRS/DOL
• Automatic preparation of Plan Amendments as required by the IRS
• Form 5500-EZ filing for final Plan Year and Plan Term Amendment
• Plan loan documents and preparation of loan amortization schedule

Solo 401k Fees:

• Routine Annual Fee is $800 invoiced upon engagement and then each December 1^st for the upcoming calendar year
• Spouse Participation Fee (if applicable) is additional $250 Annual Fee
• One-time Setup Fee is $250
• Loan Set up Fee (if applicable) is $150
• Form 1099-R (if applicable) to report distribution/rollover is $150