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企业退休计划咨询表

Business Retirement Plan Inquiry

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空白 PDF（打印手写）Blank PDF (to print)

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企业退休计划咨询表Business Retirement Plan InquiryBusiness Retirement Plan Inquiry
TEAM RISETR-F04
给企业主的退休计划咨询表For business owners

用来为您的公司报价 401(k)、利润分享（Profit Sharing）、SEP / SIMPLE IRA、确定给付（Defined Benefit）或现金余额（Cash Balance）计划。所有栏位填完整才能报价；员工名单可以另附 W-2 清单代替第六部分。计划的税务与法律问题，请同时咨询您的会计师或税务律师。Used to quote a 401(k), profit-sharing, SEP / SIMPLE IRA, defined-benefit or cash-balance plan for your company. We need every field to quote; a W-2 employee list can replace section 6. Please involve your CPA or tax attorney on tax and legal questions.

设立流程How installation works

  1. 填写本表Complete this form做 DB / Cash Balance 计划的，另附业主连续最高 3 年的薪资For DB / cash balance, add the owner's highest three consecutive years of pay
  2. 出方案Proposal收齐资料后约 3–5 个工作日About 3–5 business days once we have everything
  3. 确认与签约Approve and sign签服务协议与 IRS SS-4Service agreement and IRS SS-4
  4. EIN 与信托账户EIN and trust account拿到计划 EIN 后开信托账户Open the trust account once the plan EIN is issued
  5. 计划文件包Plan documents计划文件、摘要说明（SPD）等Plan document, summary plan description (SPD), etc.
  6. 员工名册与供款计算Census and allocation确认名册，算出每人供款Confirm the census and each person's contribution
  7. 存入供款Deposit contributions按计划规定的截止日By the plan's deadline
  8. 年度报告与申报Annual report and filing每年 Form 5500 等Form 5500 and the like, every year

1 雇主信息1 Employer information

2 组织形式2 Form of organisation

公司形式Entity type

3 现有与过往计划3 Current and previous plans

目前有（可多选）Currently has (tick any)
过去有过、已终止（可多选）Previously had, now terminated (tick any)

4 供款规划4 Contribution planning

供款方式偏好Preference

5 关联企业5 Affiliated businesses

业主是否还拥有其他企业？Does the owner own any other business?
公司是否使用租赁员工（leased employees）？Does the company use leased employees?
本公司是否与其他企业有关联，或是其他企业的分支 / 子公司？Is the business affiliated with, or a division of, another business?

6 员工名册6 Employee census

O = 业主 / 股东 / 合伙人（写持股 %）；R = 业主的配偶、子女、父母或祖父母。薪资：C 公司 / S 公司填 W-2；独资填 Schedule C 净利；合伙 / LLC 填 K-1 自雇收入（Box 14A）。W-2 与 K-1 不能合并计算。O = owner, shareholder or partner (give %); R = owner's spouse, child, parent or grandparent. Pay: W-2 for C and S corporations; net Schedule C for sole proprietors; K-1 self-employment earnings (box 14A) for partnerships and LLCs. W-2 and K-1 cannot be combined.

#姓名NameOO%%RR性别Sex出生日期DOB入职日Hire离职日Term年薪Annual pay年工时Hours
1
2
3
4
5
6
7
8

7 说明7 Notes

方案完全依据您提供的资料制作，我们不另行核实；资料有误或遗漏可能导致方案失效。The proposal relies entirely on the data you supply, which we do not independently verify; misstatements or omissions may invalidate it.

名词：租赁员工 = 由人力派遣公司雇用、但为本公司工作的人，达到计划的年龄与服务要求（通常 21 岁、1 年、1,000 小时）时要算进名册。关联集团 = 通过共同所有权相关联、在税务上视为一体的多家公司。Leased employees are employed by a leasing firm but work for you; they count once they meet the plan's age and service rules (commonly 21, one year, 1,000 hours). An affiliated group is two or more businesses under common ownership treated as one for tax purposes.

Team Rise · 面谈信息收集用，不是保险申请书 · TR-F04Team Rise · For fact-finding only — not an insurance application · TR-F04

空白 PDF（打印手写）Blank PDF (to print)

本表是 Team Rise 团队自制的面谈信息表，不是保险公司或计划服务商的申请书，填写不代表投保、承保或任何承诺。 正式申请以保险公司当期的申请表 / 电子投保与您的签名为准；税务与退休计划问题请咨询您的会计师或税务律师。

This is Team Rise's own fact-finding sheet, not an application to any carrier or plan provider; completing it does not apply for, bind or promise any coverage. The carrier's current application or eApp and your signature are what count; please take tax and retirement-plan questions to your CPA or tax attorney.