This blog lists common terms found in the lifecycle of an ESOP. For more information on an particular term, click on the item below.
Your Resource For All Things ESOP
This blog lists common terms found in the lifecycle of an ESOP. For more information on an particular term, click on the item below.
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401(k) Deferral Limit - $18,500
Annual Additions Limit - $55,000
Maximum Compensation Limit - $275,000
Catch-Up Contribution Limit - $6,000
Highly Compensated Employee - $120,000
ESOP 5-Year Distribution Threshold - $1,105,000
ESOP Additional Year Threshold - $220,000
2018 Pension Plan Limits
2017 Pension Plan Limits
1989 - 2017 Plan Limits
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[fa icon="phone"] 920.659.6000
[fa icon="envelope"] AJuckett@ESOPPartners.com
[fa icon="home"] 3701 E Evergreen Dr. #600, Appleton WI 54913
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