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Services for Your SOLO 401(k)
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Our consultants provide all of the services you need to setup and operate your plan.
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Plan Setup
After you complete the setup form, we prepare the plan document and other forms needed to establish your plan. |
Ongoing Support
We are available via email and telephone for ongoing questions and support. |
Internet Access
With the July SOLO 401(k) Plan, you have 24 hour account access via our comprehensive internet site where you can get information and make changes to your account. |
Annual Calculations
We make annual calculations of your contribution limits to help you fund your plan. In addition, cContributions to your SOLO 401(k) Plan are required to be accounted for separately for each participant according to their source (i.e., salary deferrals, catch-up contributions, or profit sharing contributions). We provide you with this annual source accounting. |
Tax Compliance
Our consultants prepare signature ready tax forms to fulfill filing requirements for your plan, including Form 5500-EZ, Form 1099-R, and Form 945. |
Distributions and Loans
We provide you with forms and other required services for processing distributions and loans. |
| 1The online calculator is for estimating contributions to a SOLO 401(k) Plan and should not be used to make actual calculations for funding real contributions. We provide clients with an annual calculation showing their maximimum contribution based on actual salary and census figures. For more information, please contact a July Sales Consultant. |
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ONLINE CALCULATOR1
Use our online calculator to instantly estimate the amount of your contributions to a SOLO 401(k) Plan.
PLAN COMPARISON
How does the SOLO 401(k) Plan compare to other plans for small businesses?
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