Annual Plan Limits

2012 2011 2010 2009
Qualified Plan
Compensation limit $250,000 $245,000 $245,000 $245,000

401(k) and 403(b) Plan
Maximum elective deferral $17,000 $16,500 $16,500 $16,500

SIMPLE Plan
Maximum elective deferral $11,500 $11,500 $11,500 $11,500

Catch-up Contribution Limit
401(k) and 403(b) $5,500 $5,500 $5,500 $5,500
SIMPLE $2,500 $2,500 $2,500 $2,500

Highly Compensated Definition
Compensation test $115,000 $110,000 $110,000 $110,000

Top Heavy Key EE Definition
Officer test $165,000 $160,000 $160,000 $160,000

Social Security
Taxable wage base $110,100 $106,800 $106,800 $106,800

Defined Contribution
Annual additions limit $50,000 $49,000 $49,000 $49,000

Defined Benefit
Annual benefit limit $200,000 $195,000 $195,000 $195,000

Email Scam about the Electronic
Federal Tax Payment System


Did You Hear?
Your Defined Benefit Plan
Must be Restated!




The 2012 IRS Limits on Benefit
and Compensation have
been released!



Client Forms
Distribution Request Form
Loan Request Form
Salary Deferral Form with Roth
Salary Deferral Form without Roth
 
 
Pension Planners, Inc.
1045 Crosspointe Drive
Suite 2
Naples FL 34110
239.598.9992
239.598.9812 Fax
info@pensionplanners.net

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