2022-401k Application Form

Adopting Business Intake Information (This is the entity that will be created to adopt your Solo 401(k) Plan

Please list below at least 3 names for the entity. List them in the order of preference

What type of Business will this be:*

State where this Adopting Business will be set up?*

Adopting Business Address*

Street Address Address Line 2 City State ZIP Code

Who will be the Registered Agent for this Adopting Business? Please chose only one option below*

This must be someone with a physical address in the state where the entity will be set up. We do offer the service if you dont have anyone.

$125 - KKOS Lawyers will be my Registered Agent (an additional fee of $125 annually will apply)
I will be the Registered Agent
Other

If you chose "other" above please fill in the information below*

First Name Last Name

Registered Agents Address*

Street Address Address Line 2 City State ZIP Code

What is the business purpose of the Adopting Business: (e.g. real estate, consulting, ect)*

Who will be the owner of this Adopting Business:*

If this will be a C-Corporation or S-Corporation please answer question below*

Will you be all the Officers (President, Secretary, Treasurer) of the Company?

President*

First Name Last Name

Address*

Street Address Address Line 2 City State ZIP Code

Secretary*

First Name Last Name

Address*

Street Address Address Line 2 City State ZIP Code

Treasurer*

First Name Last Name

Address*

Street Address Address Line 2 City State ZIP Code

Will you be the only Director of the Corporation*

Name and Addresses of each additional Director(s)*

Personal Information