Cash Balance Plan - ExpertPlan

©2013 ExpertPlan, Inc.® All rights reserved. The ExpertPlan name and logo are registered marks of ExpertPlan, Inc. The unauthorized use, disclosure, copying, alteration or distribution of this document is strictly prohibited without express written consent of ExpertPlan. CASHBAL - 001Feb2013 an Ascensus ® company ® Cash Balance Plan • Large tax deductions • Flexibility of benefit design • Maximize benefits to owners - Benefit Levels are much higher than a single 401(k) profit sharing plan - Total annual deposits as much as $200,000 per year - Total accumulations for targeted participant can exceed $3,000,000 - Extreme Levels of discrimination can be achieved - Targeted participant(s) can achieve over 90% of total contributions to the Plan • One third of Fortune

100 companies have adopted a type of Cash Balance Plan Why a Cash Balance Plan... (over please) For more information contact us at 866.929.2525 or email us at sales@expertplan.com. Visit our website at www.expertplan.com ©2013 ExpertPlan, Inc.® All rights reserved. The ExpertPlan name and logo are registered marks of ExpertPlan, Inc. The unauthorized use, disclosure, copying, alteration or distribution of this document is strictly prohibited without express written consent of ExpertPlan. CASHBAL - 001Feb2013 Age 65 64 63 62 61 60 59 58 57 56 55 54 53 52 51 50 49 48 47 46 45 44 43 42 41 40 39 38 37 36 35 401(k) with Profit Sharing* $56,500 $56,500 $56,500 $56,500 $56,500 $56,500 $56,500 $56,500 $56,500 $56,500 $56,500 $56,500 $56,500 $56,500 $56,500 $56,500 $51,000 $51,000 $51,000 $51,000 $51,000 $51,000 $51,000 $51,000 $51,000 $51,000 $51,000 $51,000 $51,000 $51,000 $51,000 Estimated Cash Balance $237,841 $243,556 $249,153 $254,667 $241,391 $228,807 $216,878 $205,572 $194,855 $184,696 $175,068 $165,941 $157,290 $149,090 $141,318 $133,950 $126,967 $120,348 $114,074 $108,127 $102,490 $97,147 $92,082 $87,282 $82,732 $78,419 $74,330 $70,455 $66,782 $63,301 $60,001 TOTAL $294,341 $300,056 $305,653 $311,167 $297,891 $285,307 $273,378 $262,072 $251,355 $241,196 $231,568 $222,441 $213,790 $205,590 $197,818 $190,450 $177,967 $171,348 $165,074 $159,127 $153,490 $148,147 $143,082 $138,282 $133,732 $129,419 $125,330 $121,455 $117,782 $114,301 $111,001 Tax Savings** $117,736 $120,023 $122,261 $124,467 $119,156 $114,123 $109,351 $104,829 $100,542 $96,479 $92,627 $88,976 $85,516 $82,236 $79,127 $76,180 $71,187 $68,539 $66,030 $63,651 $61,396 $59,259 $57,233 $55,313 $53,493 $51,767 $50,132 $48,582 $47,113 $45,720 $44,400 *401(k) Limit: $17,500 Age 50+ Catch-up Limit: $5,500 Profi t Sharing Limit: $33,500 **Assuming 40% tax, taxes are deferred 2013 Contribution Limits 401(k) Profit sharing & Cash balance Plans...

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