Owner-Only businesses need help!

There are over 27 million single owner businesses in the United States, according to the Small Business Administration.  Third Stone Plans is one of them!  You’re busy making widgets and slaying dragons. If you’ve ever considered a qualified plan, you probably determined it was too complex & expensive. Owner-Only businesses struggle to find qualified plan services priced as competitively as for larger employers. Our goal is to provide boutique, next-level qualified plan design, administration & consulting services to owner-only businesses for a competitive price.

Serving Owner-Only Businesses

Businesses employing only

  • Owners and/or

  • Partners and/or

  • Spouses

Qualified Plan Documents

  • §401(k) Profit Sharing Plans
  • Cash Balance Plans
  • Cash Balance & §401(k) Combination Plans

 

Quik-Calc Data Request

General Services

  • Plan adoption agreement
  • Basic plan document
  • Trust document
  • Annual administration
  • Government forms preparation
  • Minimum required contribution calculation
  • Maximum deductible contribution calculation
  • Plan design
  • Compensation consulting
  • Contribution & allocation modeling

 

Talk to Espo