Retirement Plan Specialists since 1970

Bauman, Noonan and Associates

800-640-3895 / terry@bna401k.com

Click Here For Complete 401k administration for $375 per year

Profit Sharing Plan Services of Bauman, Noonan and Associates

Profit Sharing Plan
Services of Bauman, Noonan and Associates

Profit Sharing Plans

Our Profit-Sharing Plan Administrative Services Include:

Plan design and ongoing consulting
Plan document along with unlimited free updates for legislative services
Plan administration including record keeping, annual participant statements, contribution calculation and allocation and Form 5500 and 1099-R preparation.

Profit Sharing Plan Pricing

Profit sharing plans require much less in terms of recordkeeping and administrative services and are much simpler to administer than 401k plans, so they are inexpensive to administer. To receive a quote, please complete and submit the questionnaire below:

Registered in: CA, FL, GA, IL, MA, MD, MI, MN, MO, NC, NM, NJ, NY, OH, PA, RI, SC, TX, VA, WA
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Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. This material is not intended to replace the advice of a qualified tax adviser or legal counsel. Individuals should contact their own tax professionals and attorneys to help answer questions about specific situations or needs prior to taking any action based on this information. Neither Cadaret Grant & Co, Inc. nor its registered representatives or employees, provide tax or legal services. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. Securities and advisory services offered through Cadaret Grant & Co., Inc., a Registered Investment Adviser and member FINRA/SIPC.
Additional advisory services offered through Personal Financial Specialists, a Registered Investment Adviser.
Cadaret Grant, Bauman, Noonan & Associates, and Personal Financial Specialists are separate entities.

What are Qualified Retirement Plans? / Maximizing Owner's Contributions / The Services of Bauman, Noonan and Associates