Business Inception Proposal - Excel by zrt20108

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									                                                                     ExpertQuote Insurance Services
                                                                     1411, Ringwood Court # 140
                                                                     San Jose CA 95131
                                                                     Tel: (408) 715 9505 Fax: (408) 715 9502
                                                                     Email: info@expertquote.com
                                                                     CA Ins. Lic # 0E77928

Retirement Plan
Proposal Request

Exact legal Company name/person:
Street Address:
City, State, Zip:
Contact Person                                                                   Title:
Email:                                                                           Phone:




Type of Business:                           LLC                Sole proprietor            Partnership

Business Inception Date:                                                         Fiscal Year End

Do Any Family Members work for this Business                                              No


List name(s) and relationships



Does Employer currentlyhave any other qualified retirement plan(s)                        No

                           If Yes what Type?

what are the main objectives in opening the plan?

How much is the employer anticipating contributing annually?

Does this census include all employees on the payroll?                                    No

If "No", Specify number and Reason for excluded employees:                                Number Excluded



                                                                           Employee's
                                                                                   Date of
                                                                Date of Birth    Employment
                                               Job Title or                                             Hours Worked if
   No.      Employee’s Full Name      SEX      Occupation        Mo Day Yr           Mo Day Yr          Less than 1,000
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urance Services
ourt # 140
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   Fax: (408) 715 9502
tquote.com
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          Fax:




          Regular corp:              S-corp                 Prof.corp




          Yes




          Yes




          Yes

          Reason for excluding




                          Total 12-months Earnings Most Recent
                                Fiscal Year from ____to ___
      Hours Worked if      Basic      Overtime   Other      Total 12-Mo.
      Less than 1,000     Earnings    Bonuses    Earnings    Earmings

								
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