Client Onboarding Survey

"*" indicates required fields

Company / Organization Information

Legal Entity Name*

e.g. Just Futures, PBC

DBA

e.g. Just Futures

Legal Entity Type*

e.g. LLC, 501(c)3

EIN*

State of Incorporation*

Abbreviated, e.g. CA

Fiscal Year End Date

e.g. December 31st

Address*

Street Address Address Line 2 City State ZIP Code

Phone*

Payroll Company*

e.g. Gusto

Contact Information

Authorized Signer Name*

First Last

Authorized Signer Phone*

Authorized Signer Email*

Active Plan Contact Name

First Last

I.e. If the signer is not also the main point of contact for plan design calls / admin portal trainings, etc. please identify the primary point of contact here

Active Plan Contact Phone

Active Plan Contact Email

Additional Plan Contact 1

First Last

If there are additional contacts who should be included on emails

Additional Plan Contact 1 Email

Additional Plan Contact 2

First Last

Additional Plan Contact 2 Email

Employment Information

Does your company or organization currently have a retirement plan? If yes, what is the plan type and who is your current provider?*

If you currently have a retirement plan are you aware of any compliance issues (i.e. missing 5500 filings, late deposits, missed deferral opportunities, etc.)?

If applicable, do the owner(s) of this company own any additional companies?

How many employees (paid via W-2) are employed at the company or organization today?*

How many employees (in aggregate) had W-2 wages greater than $135,000 last year?*

If applicable, how many employees are currently an owner of the company, or are a relative of an owner of the company?

How many employees (paid via W-2) do you anticipate hiring in the next 12 months?

Name

This field is for validation purposes and should be left unchanged.