| |
Retirement Plan Limits
| |
2009 |
2010 |
2011 |
| |
|
|
|
| COMPENSATION LIMIT (Plan year BEGIN) |
$245,000 |
$245,000 |
$245,000 |
| |
|
|
|
| DEFINED BENEFIT LIMIT AT AGE 62-65 (limitation year END): |
|
|
|
| Annual Limit |
$195,000 |
$195,000 |
$195,000 |
| |
|
|
|
| DEFINED CONTRIBUTION ANNUAL ADDITION LIMIT (limitation
year END): |
$49,000 |
$49,000 |
$49,000 |
| |
|
|
|
| 401(k) & 457 GOV’T PLAN DEFERRAL LIMIT (calendar
year): |
$16,500 |
$16,500 |
$16,500 |
| |
|
|
|
| 401(k) & 457 “CATCH UP” DEFERRAL LIMIT (calendar, plan
or limitation year) |
$5,500 |
$5,500 |
$5,500 |
| |
|
|
|
| H.C.E. COMPENSATION THRESHOLD (plan year BEGIN): |
|
|
|
| 5% Owner |
All |
All |
All |
| Any Employee with comp in prior year over: |
$105,000 |
$110,000 |
$110,000 |
| Employee in top 20% with comp in prior year over: |
$105,000 |
$110,000 |
$110,000 |
| |
|
|
|
| KEY EE COMPENSATION THRESHOLD (plan year END): |
|
|
|
| 5% Owner |
All |
All |
All |
| Officer |
$160,000 |
$160,000 |
$160,000 |
| |
|
|
|
| SOCIAL SECURITY WAGE BASE: |
$106,800 |
$106,800 |
$106,800 |
| |
| Securities offered through LPL Financial, Member FINRA & SIPC. |
| Investment advice offered through M.C.Byrd Wealth Management, a registered investment advisor and separate entity from LPL Financial. |
| Investments products and services available only to residents of: Alabama (AL), Alaska (AK) , Arkansas (AR), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Louisiana (LA), Maryland (MD), Missouri (MO), North Carolina (NC), Oklahoma (OK), Texas (TX), Washington (WA) |
| Fee-based advisory services are available only to residents of : Alabama (AL), Arkansas (AR), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Louisiana (LA), Maryland (MD), Missouri (MO), North Carolina (NC), Oklahoma (OK), Texas (TX), Washington (WA) |
| We are licensed to sell insurance products in the following states of: Louisiana (LA), Texas (TX) |
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