Please complete one of the following
We have elected “C” status (Regular Corporation)We have elected “S” status (Sub-S Corporation)Government EntityNon- Profit 501(c)(3) EntitySole-ProprietorPartnershipLimited Liability Company (LLC)
How have you selected to be taxed?
Sole ProprietorPartnershipCorporationLimited Liability Partnership (LLP)
Does Employer currently maintain any other retirement or cafeteria (section 125) plan?
Did the Employer ever maintain another retirement plan, whether or not terminated?
Do you have any leased employees?
Do you have any independent contractors?
Do you have any collectively bargained employees?
Does any person, or business concern listed above, or any spouse of any person listed above have ANY ownership in any OTHER business entity?
Are you a member of a Controlled Group or Affiliated Service Group of businesses?
Copy of all correspondence to the Broker/Agent?
I certify that the above information and all enclosures are accurate and complete.
Complimentary Analysis Form