Resources

Bookmark this page so that you have a quick point of reference.
Completed and signed forms should be mailed to our office.

Affiliates

We ensure that the needs of employer and employee will be met. We have worked with:

Below we've compiled a list of the most frequented pages for our clients:

Annual Plan Limits

Type 2025 2024 2023
Contribution and Benefit Limits
Elective Deferral Limit $23,500 $23,000 $22,500
Catch-Up Contributions (age 50-59 and over 63) $7,500 $7,500 $7,500
Catch-Up Contributions (ages 60-63) $11,250
Annual Contribution Limit $70,000 $69,000 $66,000
Annual Contribution Limit including Catch-Up Contributions (age 50-59 and over 63) $77,500 $76,500 $73,500
Annual Contribution Limit including Catch-Up Contributions (age 60-63) $81,250 $76,500 $73,500
Annual Benefit Limit $280,000 $275,000 $265,000
Compensation Limits
Maximum Plan Compensation $350,000 $345,000 $330,000
Income Subject to Social Security $176,100 $168,600 $160,200
Key EE Compensation Threshold $230,000 $220,000 $215,000
Highly Compensated EE Threshold $160,000 $155,000 $150,000
IRA Limits
SIMPLE Plan Elective Deferrals $16,500 $16,000 $15,500
SIMPLE Catch-Up Contributions $3,500 $3,500 $3,500
Individual Retirement Account (IRA) $7,000 $7,000 $6,500
IRA Catch-Up Contribution $1,000 $1,000 $1,000
Return To Top