401k Survey

Your Name*
First Last
Phone Number*
Email*
Name of Your Business*

ex: John Doe LLC
Type of Business*
- Sole Prop
- Partnership
- S-Corp
- C-Corp
- Not Sure
How Many Employees Do You Have?*
- Just Me
- Me & My Spouse
- 2-5
- 5-10
- 10+
Census*
Please include yourself and your spouse if applicable, along with all your employees. This is very important information so we can be customize a plan for you!
Full Name Ownership % Date of Birth Date of Hire (For Owner, please use the date the business started) Annual Compensation (W-2) Family Of Owner (Yes or No?) Net Profit of The Business (Ex-Wages)
What sector is your business in? What product or services do you provide?*
Who is You Payroll Processor? (ex: ADP)*

If you don't know, put N/A.
TAX EIN Number*

If you don't have one, please put "NA"
Business Address*
Street Address City State / Province / Region ZIP / Postal Code
Home Address*
Street Address City State / Province / Region ZIP / Postal Code

Full Name	Ownership %	Date of Birth	Date of Hire (For Owner, please use the date the business started)	Annual Compensation (W-2)	Family Of Owner (Yes or No?)	Net Profit of The Business (Ex-Wages)