Resources

We are a full service consulting and administration firm. Below is a list of current partners and affiliates that we believe can handle any business or personal needs:

You can view additional web resources by clicking on the website links below:

Annual Plan Limits

Type 2024 2023 2022
Contribution and Benefit Limits
Elective Deferral Limit $23,000 $22,500 $20,500
Catch-Up Contributions $7,500 $7,500 $6,500
Annual Contribution Limit $69,000 $66,000 $61,000
Annual Contribution Limit including Catch-Up Contributions $76,500 $73,500 $67,500
Annual Benefit Limit $275,000 $265,000 $245,000
Compensation Limits
Maximum Plan Compensation $345,000 $330,000 $305,000
Income Subject to Social Security $168,600 $160,200 $147,000
Key EE Compensation Threshold $220,000 $215,000 $200,000
Highly Compensated EE Threshold $155,000 $150,000 $135,000
IRA Limits
SIMPLE Plan Elective Deferrals $16,000 $15,500 $14,000
SIMPLE Catch-Up Contributions $3,500 $3,500 $3,000
Individual Retirement Account (IRA) $7,000 $6,500 $6,000
IRA Catch-Up Contribution $1,000 $1,000 $1,000