DBIllustrationBank

Bank of Generic Plan Illustrations
Year: 2007

Alternate plan designs are linked below for each combination of owner and employee ages listed:

Traditional Defined Benefit plan
Cash Balance Plan
Cross-Tested Cash Balance Plan + Profit Sharing Plan

Each design is graded for it's absolute and relative efficiency.

Proposals based on actual census data may turn out better or worse than similar generic illustrations.

	Ages
1-owner	35	45	55	65
1-employee	25 • 35 • 45 • 55 • 65	25 • 35 • 45 • 55 • 65	25 • 35 • 45 • 55 • 65	25 • 35 • 45 • 55 • 65
2-employees	25, 25 25, 35 25, 45 25, 55 25, 65 35, 45 45, 55 55, 60	25, 25 25, 35 25, 45 25, 55 25, 65 35, 45 45, 55 55, 60	25, 25 25, 35 25, 45 25, 55 25, 65 35, 45 45, 55 55, 60	25, 25 25, 35 25, 45 25, 55 25, 65 35, 45 45, 55 55, 60
5-employees	20, 20, 25, 25, 30 20, 25, 45, 50, 55 30, 30, 35, 35, 40 30, 35, 50, 60, 65 40, 40, 45, 45, 50 40, 45, 50, 55, 60	20, 20, 25, 25, 30 20, 25, 45, 50, 55 30, 30, 35, 35, 40 30, 35, 50, 60, 65 40, 40, 45, 45, 50 40, 45, 50, 55, 60	20, 20, 25, 25, 30 20, 25, 45, 50, 55 30, 30, 35, 35, 40 30, 35, 50, 60, 65 40, 40, 45, 45, 50 40, 45, 50, 55, 60	20, 20, 25, 25, 30 20, 25, 45, 50, 55 30, 30, 35, 35, 40 30, 35, 50, 60, 65 40, 40, 45, 45, 50 40, 45, 50, 55, 60
10-employees	20, 20, 20, 25, 25, 30, 30, 35, 35, 40 20, 25, 30, 35, 40, 45, 50, 55, 60, 65 30, 35, 35, 35, 40, 40, 40, 45, 45, 50 40, 45, 45, 50, 50, 55, 55, 60, 60, 65	20, 20, 20, 25, 25, 30, 30, 35, 35, 40 20, 25, 30, 35, 40, 45, 50, 55, 60, 65 30, 35, 35, 35, 40, 40, 40, 45, 45, 50 40, 45, 45, 50, 50, 55, 55, 60, 60, 65	20, 20, 20, 25, 25, 30, 30, 35, 35, 40 20, 25, 30, 35, 40, 45, 50, 55, 60, 65 30, 35, 35, 35, 40, 40, 40, 45, 45, 50 40, 45, 45, 50, 50, 55, 55, 60, 60, 65	20, 20, 20, 25, 25, 30, 30, 35, 35, 40 20, 25, 30, 35, 40, 45, 50, 55, 60, 65 30, 35, 35, 35, 40, 40, 40, 45, 45, 50 40, 45, 45, 50, 50, 55, 55, 60, 60, 65
50-employees	3@20, 6@25, 6@30, 6@35, 5@40, 6@45, 5@50, 5@55, 5@60, 3@65	3@20, 6@25, 6@30, 6@35, 5@40, 6@45, 5@50, 5@55, 5@60, 3@65	3@20, 6@25, 6@30, 6@35, 5@40, 6@45, 5@50, 5@55, 5@60, 3@65	3@20, 6@25, 6@30, 6@35, 5@40, 6@45, 5@50, 5@55, 5@60, 3@65
2-owners	35 & 45	45 & 55	45 & 65	55 & 65
2-employees

View DBIllustrationBank for year: 2007

DBIllustrationBank

Bank of Generic Plan Illustrations Year: 2007

Bank of Generic Plan Illustrations
Year: 2007