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Case Studies

  • Sole Owner Medical Practice 

  • Sole Owner Dental Practice 

  • Medical Practice 

  • Law Firm

Image by Rodeo Project Management Software
11.JPG

Projected Cash Balance
Account Value

Owner : $3,417,264
 

Projected Cash Balance Plan
Annual Benefit

Owner : $221,693

Percent of Contribution to Owners : 94%

12.JPG

Projected Cash Balance
Account Value

Owner : $2,708,210
 

Projected Cash Balance Plan
Annual Benefit

Owner  $176,532

Percent of Contribution to Owners : 82%

14.JPG

Projected Cash Balance
Account Value

Owner 1 : $3,493,148

Owner 2 : $2,442,202
 

Projected Cash Balance Plan
Annual Benefit

Owner 1: $226,615

Owner2 : $291,262

Percent of Contribution to Owners : 96%

13.JPG

Projected Cash Balance
Account Value

Owner 1 : $1,831,652

Owner 2 : $2,442,202
 

Projected Cash Balance Plan
Annual Benefit

Owner 1: $315,285

Owner2 : $291,362

Percent of Contribution to Owners : 88%

Assumptions used for projection:

3% pre-retirement ; G94 - 1994 Group Annuity Reserving Proj 2002, Scale AA (unisex) at 3% post-retirement ; 0% salary increase

*Assuming a 40% tax rate; taxes are deferred only.

Plan designs are for illustration purposes ONLY. Contribution amounts are subject to change based on final year-end census data.

If company is a Corporation, an S-Corporation or an LLC taxed as a corporation, owner(s) compensation listed above must be reported on Form W-2

Ready to Learn How a Cash Balance Plan Could Benefit Your Firm?

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