What's New?

2009 Plan Limits

^{_{Annual 401k Deferral Limit}}

^{_{the lesser of 100% of compensation or $16,500}}

_{^{401k Catch-up Provision for Employees age 50 and over}}

_^$5,500

_{^{Annual 401k Deferral Limit for Employees age 50 and over}}

$16,500 - 401k Deferral Limit
+ 5,500 - Catch-up Provision
$22,000- Maximum 401k Deferral

Annual Additions Limit for Profit Sharing Contributions and 401k Deferrals 

$49,000

Annual Additions Limit for Profit Sharing Contributions, 401k Deferrals and 401k Catchup

$54,500

Highly Compensated Employee Definition

$110,000

Social Security Taxable Wage Base

$106,800

Adjusted Gross Income for Saver's Credit Eligiblity -

$55,500 - Joint
$27,750 - Single
$41,625 - Head of Household

^{_{Securities offered through Registered Representatives of Cadaret, Grant and Co., Inc., Member FINRA and SIPC, 239 New Rd, Parsippany, NJ  Registered Representatives are licensed to conduct securities business in NY, NJ, PA, MA, CA and FL.  Bauman, Noonan and Associates and Cadaret, Grant and Co., Inc. are separate entities.}}