Please complete and submit the following quote to Comprehensive Benefit Services, Inc.
Company Name:
Address 1:
Address 2:
City:
State:
Zip:
Phone:
Fax:
Contact Person:
E-mail:
Business Type:
Sole Proprietor
Partnership
Corporation
S Corp
LLC
Tax ID#:
Plan Effective Date:
- Eligibility Requirements -
Plan Entry Dates:
Salary Deferral Eligibility:
Plan entry date after the completion of:
Salary Deferral Percentage:
% to a max. of %
Vesting Schedule:
6-Year Graded 3-Year Cliff
Employer Match:
No Yes
If yes, indicate matching formula: $ to a max. % of salary or $
Loans:
No Yes
Hardship Withdrawals:
No Yes
No. of Eligible Employees:
No. of Participants:
Plan Type:
401-(k)
Profit Sharing
Money Purchase
403-(b)
New Plan
Takeover
SEP
Simple IRA
Amount of Current Plan Assets:
$
Estimated Amount of Annual Employer and Employee Contributions:
Any other questions or comments:
Lee V. Bethel is securities licensed in the following states: AL, AZ, CO, DC, DE, FL, GA, IL, IN, MD, NY, OH, OK, PA, SC, TX, and VA. Lee V. Bethel is insurance licensed in the following states: VA, MD, DC, PA, IL, CT, OH, and OK. For Securities Information, click here. Securities offered through Linsco/Private Ledger, Member FINRA/SIPC.
