Since 1973, our firm has been providing expert guidance in the design,
implementation and administration of Employee Benefit Plans.

 

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   5500 Information

 

 

The DOL now requires that all 5500 forms be filed electronically.  The program is referred to as EFAST2.  In order to file electronically, a plan sponsor must have obtained filing signer credentials, a UserID and PIN, to represent their e-signature.

 

To assist you in this process, we have prepared detailed instructions.  Click on the following to review the procedures.

 

CLICK HERE

 

 

 

 

 

Dollar Limits for Retirement Plans

 

ITEM

 

2010
LIMIT

 

2011
LIMIT

401(k) deferral limit is:

 

$16,500

 

$16,500

Annual Compensation limit is:

 

$245,000

 

$245,000

Defined Benefit 415 limit is

 


$195,000

 

$195,000

Defined Contribution 415 limit is:

 


$49,000

 

$49,000

Dollar limit for Highly Compensated test is: 

 


$110,000

 

$110,000

New "catchup contribution" for participants 50 years and older is: 

 


$5,500

 

$5,500

Deferral limit for SIMPLE plans is:

 

$11,500

 

$11,500

457 deferral limit is:

 

$16,500

 

$16,500


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E.A. Edberg Associates, Inc. 
Email: edbergassociates@edbergassociates.com
1131 East Highland Avenue 
Phoenix, Arizona 85014 
Ph: (602) 274-0071 
Fax: (602) 274-5956 
 

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