Precision Engineering Consultants, Inc. (Educational Sample)
Fictional data for a professional firm with two owners. Illustrative only; not tax or legal advice.
Summary
- Total CB + 401(k): $504,757
- Owners: $430,469 (85.3%)
- Staff: $74,288 (14.7%)
- Headcount: 2 owners · 10 staff
Illustrative Tax Savings
| Bracket | Savings | Net After Staff |
|---|---|---|
| 24% | $121,142 | $46,854 |
| 32% | $161,522 | $87,234 |
| 35% | $176,665 | $102,377 |
| 37% | $186,760 | $112,472 |
Educational only; consult your tax advisor for scenario-specific analysis.
Download Engineering Proposal (PDF)
What’s behind the numbers
- One compensation definition across plans where possible
- Safe harbor + gateway alignment for cross-testing
- Fixed vs. Treasury-linked crediting per risk preference
Next step: Book a 15-minute Fit Check ·
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