SIMPLE IRA Fees. SIMPLE IRA Fees were previously disclosed. If necessary, the specified fees are computed as follows: Values below the tables may be completed taking the fee(s) into account for each applicable projected value. Follow the instructions located above the tables to determine the appropriate projected values for your SIMPLE IRA. FINANCIAL DISCLOSURE - PROJECTION METHOD ONE ANNUAL CONTRIBUTIONS TABLE End of Year No Penalty 1 1,001 2 2,003 3 3,006 4 4,010 5 5,015 3-Month Penalty 1,000 2,002 3,005 4,009 5,013 6-Month Penalty 1,000 2,002 3,004 4,008 5,012 12-Month Penalty 1,000 2,001 3,003 4,006 5,010 No Penalty 3-Month Penalty 6-Month Penalty 12-Month Penalty Age 60 65 70 60 65 70 60 65 70 60 65 70 1 60,804 66,124 71,470 60,789 66,107 71,452 60,774 66,091 71,434 60,743 66,058 71,399 2 59,743 65,058 70,399 59,729 65,042 70,381 59,714 65,025 70,364 59,684 64,993 70,328 3 58,684 63,993 69,328 58,669 63,977 69,311 58,654 63,961 69,294 58,625 63,929 69,259 4 57,625 62,929 68,259 57,611 62,913 68,242 57,596 62,897 68,225 57,568 62,866 68,191 5 56,568 61,866 67,191 56,553 61,851 67,174 56,539 61,835 67,157 56,511 61,804 67,124 6 55,511 60,804 66,124 55,497 60,789 66,107 55,483 60,774 66,091 55,456 60,743 66,058 7 54,456 59,743 65,058 54,442 59,729 65,042 54,428 59,714 65,025 54,401 59,684 64,993 8 53,401 58,684 63,993 53,388 58,669 63,977 53,375 58,654 63,961 53,348 58,625 63,929 9 52,348 57,625 62,929 52,335 57,611 62,913 52,322 57,596 62,897 52,296 57,568 62,866 10 51,296 56,568 61,866 51,283 56,553 61,851 51,270 56,539 61,835 51,244 56,511 61,804 11 50,244 55,511 60,804 50,232 55,497 60,789 50,219 55,483 60,774 50,194 55,456 60,743 12 49,194 54,456 59,743 49,182 54,442 59,729 49,170 54,428 59,714 49,145 54,401 59,684 13 48,145 53,401 58,684 48,133 53,388 58,669 48,121 53,375 58,654 48,097 53,348 58,625 14 47,097 52,348 57,625 47,085 52,335 57,611 47,073 52,322 57,596 47,050 52,296 57,568 15 46,050 51,296 56,568 46,038 51,283 56,553 46,027 51,270 56,539 46,004 51,244 56,511 16 45,004 50,244 55,511 44,993 50,232 55,497 44,981 50,219 55,483 44,959 50,194 55,456 17 43,959 49,194 54,456 43,948 49,182 54,442 43,937 49,170 54,428 43,915 49,145 54,401 18 42,915 48,145 53,401 42,904 48,133 53,388 42,894 48,121 53,375 42,872 48,097 53,348 19 41,872 47,097 52,348 41,862 47,085 52,335 41,851 47,073 52,322 41,830 47,050 52,296 20 40,830 46,050 51,296 40,820 46,038 51,283 40,810 46,027 51,270 40,789 46,004 51,244 21 39,789 45,004 50,244 39,780 44,993 50,232 39,770 44,981 50,219 39,750 44,959 50,194 22 38,750 43,959 49,194 38,740 43,948 49,182 38,730 43,937 49,170 38,711 43,915 49,145 23 37,711 42,915 48,145 37,702 42,904 48,133 37,692 42,894 48,121 37,673 42,872 48,097 24 36,673 41,872 47,097 36,664 41,862 47,085 36,655 41,851 47,073 36,637 41,830 47,050 25 35,637 40,830 46,050 35,628 40,820 46,038 35,619 40,810 46,027 35,601 40,789 46,004 26 34,601 39,789 45,004 34,592 39,780 44,993 34,584 39,770 44,981 34,567 39,750 44,959 27 33,567 38,750 43,959 33,558 38,740 43,948 33,550 38,730 43,937 33,533 38,711 43,915 28 32,533 37,711 42,915 32,525 37,702 42,904 32,517 37,692 42,894 32,501 37,673 42,872 29 31,501 36,673 41,872 31,493 36,664 41,862 31,485 36,655 41,851 31,469 36,637 41,830 30 30,469 35,637 40,830 30,461 35,628 40,820 30,454 35,619 40,810 30,439 35,601 40,789 31 29,439 34,601 39,789 29,431 34,592 39,780 29,424 34,584 39,770 29,409 34,567 39,750 32 28,409 33,567 38,750 28,402 33,558 38,740 28,395 33,550 38,730 28,381 33,533 38,711 33 27,381 32,533 37,711 27,374 32,525 37,702 27,367 32,517 37,692 27,353 32,501 37,673 34 26,353 31,501 36,673 26,347 31,493 36,664 26,340 31,485 36,655 26,327 31,469 36,637 35 25,327 30,469 35,637 25,321 30,461 35,628 25,314 30,454 35,619 25,302 30,439 35,601 36 24,302 29,439 34,601 24,296 29,431 34,592 24,290 29,424 34,584 24,278 29,409 34,567 37 23,278 28,409 33,567 23,272 28,402 33,558 23,266 28,395 33,550 23,254 28,381 33,533 38 22,254 27,381 32,533 22,249 27,374 32,525 22,243 27,367 32,517 22,232 27,353 32,501 39 21,232 26,353 31,501 21,227 26,347 31,493 21,221 26,340 31,485 21,211 26,327 31,469 40 20,211 25,327 30,469 20,206 25,321 30,461 20,201 25,314 30,454 20,191 25,302 30,439 41 19,191 24,302 29,439 19,186 24,296 29,431 19,181 24,290 29,424 19,172 24,278 29,409 42 18,172 23,278 28,409 18,167 23,272 28,402 18,162 23,266 28,395 18,153 23,254 28,381 43 17,153 22,254 27,381 17,149 22,249 27,374 17,145 22,243 27,367 17,136 22,232 27,353 44 16,136 21,232 26,353 16,132 21,227 26,347 16,128 21,221 26,340 16,120 21,211 26,327 45 15,120 20,211 25,327 15,116 20,206 25,321 15,113 20,201 25,314 15,105 20,191 25,302 46 14,105 19,191 24,302 14,101 19,186 24,296 14,098 19,181 24,290 14,091 19,172 24,278 47 13,091 18,172 23,278 13,088 18,167 23,272 13,084 18,162 23,266 13,078 18,153 23,254 48 12,078 17,153 22,254 12,075 17,149 22,249 12,072 17,145 22,243 12,066 17,136 22,232 49 11,066 16,136 21,232 11,063 16,132 21,227 11,060 16,128 21,221 11,055 16,120 21,211 50 10,055 15,120 20,211 10,052 15,116 20,206 10,050 15,113 20,201 10,045 15,105 20,191 51 9,045 14,105 19,191 9,042 14,101 19,186 9,040 14,098 19,181 9,036 14,091 19,172 52 8,036 13,091 18,172 8,034 13,088 18,167 8,032 13,084 18,162 8,028 13,078 18,153 53 7,028 12,078 17,153 7,026 12,075 17,149 7,024 12,072 17,145 7,021 12,066 17,136 54 6,021 11,066 16,136 6,019 11,063 16,132 6,018 11,060 16,128 6,015 11,055 16,120 55 5,015 10,055 15,120 5,013 10,052 15,116 5,012 10,050 15,113 5,010 10,045 15,105 56 4,010 9,045 14,105 4,009 9,042 14,101 4,008 9,040 14,098 4,006 9,036 14,091 57 3,006 8,036 13,091 3,005 8,034 13,088 3,004 8,032 13,084 3,003 8,028 13,078 58 2,003 7,028 12,078 2,002 7,026 12,075 2,002 7,024 12,072 2,001 7,021 12,066 59 1,001 6,021 11,066 1,000 6,019 11,063 1,000 6,018 11,060 1,000 6,015 11,055 60 N/A 5,015 10,055 N/A 5,013 10,052 N/A 5,012 10,050 N/A 5,010 10,045 61 N/A 4,010 9,045 N/A 4,009 9,042 N/A 4,008 9,040 N/A 4,006 9,036 62 N/A 3,006 8,036 N/A 3,005 8,034 N/A 3,004 8,032 N/A 3,003 8,028 63 N/A 2,003 7,028 N/A 2,002 7,026 N/A 2,002 7,024 N/A 2,001 7,021 64 N/A 1,001 6,021 N/A 1,000 6,019 N/A 1,000 6,018 N/A 1,000 6,015 65 N/A N/A 5,015 N/A N/A 5,013 N/A N/A 5,012 N/A N/A 5,010 66 N/A N/A 4,010 N/A N/A 4,009 N/A N/A 4,008 N/A N/A 4,006 67 N/A N/A 3,006 N/A N/A 3,005 N/A N/A 3,004 N/A N/A 3,003 68 N/A N/A 2,003 N/A N/A 2,002 N/A N/A 2,002 N/A N/A 2,001 69 N/A N/A 1,001 N/A N/A 1,000 N/A N/A 1,000 N/A N/A 1,000 OTHER CONTRIBUTIONS TABLE End of Year No Penalty 1 1,001 2 1,002 3 1,003 4 1,004 5 1,005 3-Month Penalty 1,000 1,001 1,002 1,003 1,004 6-Month Penalty 1,000 1,001 1,002 1,003 1,004 12-Month Penalty 1,000 1,001 1,002 1,003 1,004 No Penalty 3-Month Penalty 6-Month Penalty 12-Month Penalty Age 60 65 70 60 65 70 60 65 70 60 65 70 1 1,060 1,066 1,071 1,060 1,065 1,071 1,060 1,065 1,070 1,059 1,064 1,070 2 1,059 1,064 1,070 1,059 1,064 1,070 1,059 1,064 1,069 1,058 1,063 1,069 3 1,058 1,063 1,069 1,058 1,063 1,068 1,058 1,063 1,068 1,057 1,062 1,068 4 1,057 1,062 1,068 1,057 1,062 1,067 1,057 1,062 1,067 1,056 1,061 1,067 5 1,056 1,061 1,067 1,056 1,061 1,066 1,055 1,061 1,066 1,055 1,060 1,066 6 1,055 1,060 1,066 1,055 1,060 1,065 1,054 1,060 1,065 1,054 1,059 1,064 7 1,054 1,059 1,064 1,054 1,059 1,064 1,053 1,059 1,064 1,053 1,058 1,063 8 1,053 1,058 1,063 1,053 1,058 1,063 1,052 1,058 1,063 1,052 1,057 1,062 9 1,052 1,057 1,062 1,052 1,057 1,062 1,051 1,057 1,062 1,051 1,056 1,061 10 1,051 1,056 1,061 1,050 1,056 1,061 1,050 1,055 1,061 1,050 1,055 1,060 11 1,050 1,055 1,060 1,049 1,055 1,060 1,049 1,054 1,060 1,049 1,054 1,059 12 1,049 1,054 1,059 1,048 1,054 1,059 1,048 1,053 1,059 1,048 1,053 1,058 13 1,048 1,053 1,058 1,047 1,053 1,058 1,047 1,052 1,058 1,047 1,052 1,057 14 1,047 1,052 1,057 1,046 1,052 1,057 1,046 1,051 1,057 1,046 1,051 1,056 15 1,046 1,051 1,056 1,045 1,050 1,056 1,045 1,050 1,055 1,044 1,050 1,055 17 1,043 1,049 1,054 1,043 1,048 1,054 1,043 1,048 1,053 1,042 1,048 1,053 18 1,042 1,048 1,053 1,042 1,047 1,053 1,042 1,047 1,052 1,041 1,047 1,052 19 1,041 1,047 1,052 1,041 1,046 1,052 1,041 1,046 1,051 1,040 1,046 1,051 20 1,040 1,046 1,051 1,040 1,045 1,050 1,040 1,045 1,050 1,039 1,044 1,050 21 1,039 1,044 1,050 1,039 1,044 1,049 1,039 1,044 1,049 1,038 1,043 1,049 22 1,038 1,043 1,049 1,038 1,043 1,048 1,038 1,043 1,048 1,037 1,042 1,048 23 1,037 1,042 1,048 1,037 1,042 1,047 1,037 1,042 1,047 1,036 1,041 1,047 24 1,036 1,041 1,047 1,036 1,041 1,046 1,036 1,041 1,046 1,035 1,040 1,046 25 1,035 1,040 1,046 1,035 1,040 1,045 1,035 1,040 1,045 1,034 1,039 1,044 26 1,034 1,039 1,044 1,034 1,039 1,044 1,034 1,039 1,044 1,033 1,038 1,043 27 1,033 1,038 1,043 1,033 1,038 1,043 1,033 1,038 1,043 1,032 1,037 1,042 28 1,032 1,037 1,042 1,032 1,037 1,042 1,032 1,037 1,042 1,031 1,036 1,041 29 1,031 1,036 1,041 1,031 1,036 1,041 1,030 1,036 1,041 1,030 1,035 1,040 30 1,030 1,035 1,040 1,030 1,035 1,040 1,029 1,035 1,040 1,029 1,034 1,039 31 1,029 1,034 1,039 1,029 1,034 1,039 1,028 1,034 1,039 1,028 1,033 1,038 32 1,028 1,033 1,038 1,028 1,033 1,038 1,027 1,033 1,038 1,027 1,032 1,037 33 1,027 1,032 1,037 1,027 1,032 1,037 1,026 1,032 1,037 1,026 1,031 1,036 34 1,026 1,031 1,036 1,026 1,031 1,036 1,025 1,030 1,036 1,025 1,030 1,035 35 1,025 1,030 1,035 1,025 1,030 1,035 1,024 1,029 1,035 1,024 1,029 1,034 36 1,024 1,029 1,034 1,024 1,029 1,034 1,023 1,028 1,034 1,023 1,028 1,033 37 1,023 1,028 1,033 1,023 1,028 1,033 1,022 1,027 1,033 1,022 1,027 1,032 38 1,022 1,027 1,032 1,021 1,027 1,032 1,021 1,026 1,032 1,021 1,026 1,031 39 1,021 1,026 1,031 1,020 1,026 1,031 1,020 1,025 1,030 1,020 1,025 1,030 40 1,020 1,025 1,030 1,019 1,025 1,030 1,019 1,024 1,029 1,019 1,024 1,029 41 1,019 1,024 1,029 1,018 1,024 1,029 1,018 1,023 1,028 1,018 1,023 1,028 42 1,018 1,023 1,028 1,017 1,023 1,028 1,017 1,022 1,027 1,017 1,022 1,027 43 1,017 1,022 1,027 1,016 1,021 1,027 1,016 1,021 1,026 1,016 1,021 1,026 44 1,016 1,021 1,026 1,015 1,020 1,026 1,015 1,020 1,025 1,015 1,020 1,025 45 1,015 1,020 1,025 1,014 1,019 1,025 1,014 1,019 1,024 1,014 1,019 1,024 46 1,014 1,019 1,024 1,013 1,018 1,024 1,013 1,018 1,023 1,013 1,018 1,023 47 1,013 1,018 1,023 1,012 1,017 1,023 1,012 1,017 1,022 1,012 1,017 1,022 48 1,012 1,017 1,022 1,011 1,016 1,021 1,011 1,016 1,021 1,011 1,016 1,021 49 1,011 1,016 1,021 1,010 1,015 1,020 1,010 1,015 1,020 1,010 1,015 1,020 50 1,010 1,015 1,020 1,009 1,014 1,019 1,009 1,014 1,019 1,009 1,014 1,019 51 1,009 1,014 1,019 1,008 1,013 1,018 1,008 1,013 1,018 1,008 1,013 1,018 52 1,008 1,013 1,018 1,007 1,012 1,017 1,007 1,012 1,017 1,007 1,012 1,017 53 1,007 1,012 1,017 1,006 1,011 1,016 1,006 1,011 1,016 1,006 1,011 1,016 54 1,006 1,011 1,016 1,005 1,010 1,015 1,005 1,010 1,015 1,005 1,010 1,015 55 1,005 1,010 1,015 1,004 1,009 1,014 1,004 1,009 1,014 1,004 1,009 1,014 56 1,004 1,009 1,014 1,003 1,008 1,013 1,003 1,008 1,013 1,003 1,008 1,013 57 1,003 1,008 1,013 1,002 1,007 1,012 1,002 1,007 1,012 1,002 1,007 1,012 58 1,002 1,007 1,012 1,001 1,006 1,011 1,001 1,006 1,011 1,001 1,006 1,011 59 1,001 1,006 1,011 1,000 1,005 1,010 1,000 1,005 1,010 1,000 1,005 1,010 60 N/A 1,005 1,010 N/A 1,004 1,009 N/A 1,004 1,009 N/A 1,004 1,009 61 N/A 1,004 1,009 N/A 1,003 1,008 N/A 1,003 1,008 N/A 1,003 1,008 62 N/A 1,003 1,008 N/A 1,002 1,007 N/A 1,002 1,007 N/A 1,002 1,007 63 N/A 1,002 1,007 N/A 1,001 1,006 N/A 1,001 1,006 N/A 1,001 1,006 64 N/A 1,001 1,006 N/A 1,000 1,005 N/A 1,000 1,005 N/A 1,000 1,005 65 N/A N/A 1,005 N/A N/A 1,004 N/A N/A 1,004 N/A N/A 1,004 66 N/A N/A 1,004 N/A N/A 1,003 N/A N/A 1,003 N/A N/A 1,003 67 N/A N/A 1,003 N/A N/A 1,002 N/A N/A 1,002 N/A N/A 1,002 68 N/A N/A 1,002 N/A N/A 1,001 N/A N/A 1,001 N/A N/A 1,001 69 N/A N/A 1,001 N/A N/A 1,000 N/A N/A 1,000 N/A N/A 1,000 End of Year 1 5 AFTER FEES VALUES (if applicable) Age $ $ $ $ $ 60 65 70 $ $ $ How to determine the After Fees Values. If we disclosed a distribution transaction or termination fee in SIMPLE IRA FEES AND LOSS OF EARNINGS PENALTIES, we have completed the After Fees Values section to reflect your SIMPLE IRA's projected values for the first five years and for ages 60, 65, and 70, if applicable. You may calculate the projected value for additional years. Follow the steps under How to use the tables. Reduce the values by the amount of any distribution transaction or termination fees and fill
Appears in 6 contracts
Samples: Custodial Account Adoption Agreement, Custodial Account Adoption Agreement, Custodial Account Adoption Agreement
SIMPLE IRA Fees. SIMPLE IRA Fees were previously disclosed. If necessary, the specified fees are computed as follows: Values below the tables may be completed taking the fee(s) into account for each applicable projected value. Follow the instructions located above the tables to determine the appropriate projected values for your SIMPLE IRA. FINANCIAL DISCLOSURE - PROJECTION METHOD ONE ANNUAL CONTRIBUTIONS TABLE End of Year No Penalty 1 1,001 2 2,003 3 3,006 4 4,010 5 5,015 3-Month Penalty 1,000 2,002 3,005 4,009 5,013 6-Month Penalty 1,000 2,002 3,004 4,008 5,012 12-Month Penalty 1,000 2,001 3,003 4,006 5,010 No Penalty 3-Month Penalty 6-Month Penalty 12-Month Penalty Age 60 65 70 60 65 70 60 65 70 60 65 70 1 60,804 66,124 71,470 60,789 66,107 71,452 60,774 66,091 71,434 60,743 66,058 71,399 2 59,743 65,058 70,399 59,729 65,042 70,381 59,714 65,025 70,364 59,684 64,993 70,328 3 58,684 63,993 69,328 58,669 63,977 69,311 58,654 63,961 69,294 58,625 63,929 69,259 4 57,625 62,929 68,259 57,611 62,913 68,242 57,596 62,897 68,225 57,568 62,866 68,191 5 56,568 61,866 67,191 56,553 61,851 67,174 56,539 61,835 67,157 56,511 61,804 67,124 6 55,511 60,804 66,124 55,497 60,789 66,107 55,483 60,774 66,091 55,456 60,743 66,058 7 54,456 59,743 65,058 54,442 59,729 65,042 54,428 59,714 65,025 54,401 59,684 64,993 8 53,401 58,684 63,993 53,388 58,669 63,977 53,375 58,654 63,961 53,348 58,625 63,929 9 52,348 57,625 62,929 52,335 57,611 62,913 52,322 57,596 62,897 52,296 57,568 62,866 10 51,296 56,568 61,866 51,283 56,553 61,851 51,270 56,539 61,835 51,244 56,511 61,804 11 50,244 55,511 60,804 50,232 55,497 60,789 50,219 55,483 60,774 50,194 55,456 60,743 12 49,194 54,456 59,743 49,182 54,442 59,729 49,170 54,428 59,714 49,145 54,401 59,684 13 48,145 53,401 58,684 48,133 53,388 58,669 48,121 53,375 58,654 48,097 53,348 58,625 14 47,097 52,348 57,625 47,085 52,335 57,611 47,073 52,322 57,596 47,050 52,296 57,568 15 46,050 51,296 56,568 46,038 51,283 56,553 46,027 51,270 56,539 46,004 51,244 56,511 16 45,004 50,244 55,511 44,993 50,232 55,497 44,981 50,219 55,483 44,959 50,194 55,456 17 43,959 49,194 54,456 43,948 49,182 54,442 43,937 49,170 54,428 43,915 49,145 54,401 18 42,915 48,145 53,401 42,904 48,133 53,388 42,894 48,121 53,375 42,872 48,097 53,348 19 41,872 47,097 52,348 41,862 47,085 52,335 41,851 47,073 52,322 41,830 47,050 52,296 20 40,830 46,050 51,296 40,820 46,038 51,283 40,810 46,027 51,270 40,789 46,004 51,244 21 39,789 45,004 50,244 39,780 44,993 50,232 39,770 44,981 50,219 39,750 44,959 50,194 22 38,750 43,959 49,194 38,740 43,948 49,182 38,730 43,937 49,170 38,711 43,915 49,145 23 37,711 42,915 48,145 37,702 42,904 48,133 37,692 42,894 48,121 37,673 42,872 48,097 24 36,673 41,872 47,097 36,664 41,862 47,085 36,655 41,851 47,073 36,637 41,830 47,050 25 35,637 40,830 46,050 35,628 40,820 46,038 35,619 40,810 46,027 35,601 40,789 46,004 26 34,601 39,789 45,004 34,592 39,780 44,993 34,584 39,770 44,981 34,567 39,750 44,959 27 33,567 38,750 43,959 33,558 38,740 43,948 33,550 38,730 43,937 33,533 38,711 43,915 28 32,533 37,711 42,915 32,525 37,702 42,904 32,517 37,692 42,894 32,501 37,673 42,872 29 31,501 36,673 41,872 31,493 36,664 41,862 31,485 36,655 41,851 31,469 36,637 41,830 30 30,469 35,637 40,830 30,461 35,628 40,820 30,454 35,619 40,810 30,439 35,601 40,789 31 29,439 34,601 39,789 29,431 34,592 39,780 29,424 34,584 39,770 29,409 34,567 39,750 32 28,409 33,567 38,750 28,402 33,558 38,740 28,395 33,550 38,730 28,381 33,533 38,711 33 27,381 32,533 37,711 27,374 32,525 37,702 27,367 32,517 37,692 27,353 32,501 37,673 34 26,353 31,501 36,673 26,347 31,493 36,664 26,340 31,485 36,655 26,327 31,469 36,637 35 25,327 30,469 35,637 25,321 30,461 35,628 25,314 30,454 35,619 25,302 30,439 35,601 36 24,302 29,439 34,601 24,296 29,431 34,592 24,290 29,424 34,584 24,278 29,409 34,567 37 23,278 28,409 33,567 23,272 28,402 33,558 23,266 28,395 33,550 23,254 28,381 33,533 38 22,254 27,381 32,533 22,249 27,374 32,525 22,243 27,367 32,517 22,232 27,353 32,501 39 21,232 26,353 31,501 21,227 26,347 31,493 21,221 26,340 31,485 21,211 26,327 31,469 40 20,211 25,327 30,469 20,206 25,321 30,461 20,201 25,314 30,454 20,191 25,302 30,439 41 19,191 24,302 29,439 19,186 24,296 29,431 19,181 24,290 29,424 19,172 24,278 29,409 42 18,172 23,278 28,409 18,167 23,272 28,402 18,162 23,266 28,395 18,153 23,254 28,381 43 17,153 22,254 27,381 17,149 22,249 27,374 17,145 22,243 27,367 17,136 22,232 27,353 44 16,136 21,232 26,353 16,132 21,227 26,347 16,128 21,221 26,340 16,120 21,211 26,327 45 15,120 20,211 25,327 15,116 20,206 25,321 15,113 20,201 25,314 15,105 20,191 25,302 46 14,105 19,191 24,302 14,101 19,186 24,296 14,098 19,181 24,290 14,091 19,172 24,278 47 13,091 18,172 23,278 13,088 18,167 23,272 13,084 18,162 23,266 13,078 18,153 23,254 48 12,078 17,153 22,254 12,075 17,149 22,249 12,072 17,145 22,243 12,066 17,136 22,232 49 11,066 16,136 21,232 11,063 16,132 21,227 11,060 16,128 21,221 11,055 16,120 21,211 50 10,055 15,120 20,211 10,052 15,116 20,206 10,050 15,113 20,201 10,045 15,105 20,191 51 9,045 14,105 19,191 9,042 14,101 19,186 9,040 14,098 19,181 9,036 14,091 19,172 52 8,036 13,091 18,172 8,034 13,088 18,167 8,032 13,084 18,162 8,028 13,078 18,153 53 7,028 12,078 17,153 7,026 12,075 17,149 7,024 12,072 17,145 7,021 12,066 17,136 54 6,021 11,066 16,136 6,019 11,063 16,132 6,018 11,060 16,128 6,015 11,055 16,120 55 5,015 10,055 15,120 5,013 10,052 15,116 5,012 10,050 15,113 5,010 10,045 15,105 56 4,010 9,045 14,105 4,009 9,042 14,101 4,008 9,040 14,098 4,006 9,036 14,091 57 3,006 8,036 13,091 3,005 8,034 13,088 3,004 8,032 13,084 3,003 8,028 13,078 58 2,003 7,028 12,078 2,002 7,026 12,075 2,002 7,024 12,072 2,001 7,021 12,066 59 1,001 6,021 11,066 1,000 6,019 11,063 1,000 6,018 11,060 1,000 6,015 11,055 60 N/A 5,015 10,055 N/A 5,013 10,052 N/A 5,012 10,050 N/A 5,010 10,045 61 N/A 4,010 9,045 N/A 4,009 9,042 N/A 4,008 9,040 N/A 4,006 9,036 62 N/A 3,006 8,036 N/A 3,005 8,034 N/A 3,004 8,032 N/A 3,003 8,028 63 N/A 2,003 7,028 N/A 2,002 7,026 N/A 2,002 7,024 N/A 2,001 7,021 64 N/A 1,001 6,021 N/A 1,000 6,019 N/A 1,000 6,018 N/A 1,000 6,015 65 N/A N/A 5,015 N/A N/A 5,013 N/A N/A 5,012 N/A N/A 5,010 66 N/A N/A 4,010 N/A N/A 4,009 N/A N/A 4,008 N/A N/A 4,006 67 N/A N/A 3,006 N/A N/A 3,005 N/A N/A 3,004 N/A N/A 3,003 68 N/A N/A 2,003 N/A N/A 2,002 N/A N/A 2,002 N/A N/A 2,001 69 N/A N/A 1,001 N/A N/A 1,000 N/A N/A 1,000 N/A N/A 1,000 OTHER CONTRIBUTIONS TABLE End of Year No Penalty 1 1,001 2 1,002 3 1,003 4 1,004 5 1,005 3-Month Penalty 1,000 1,001 1,002 1,003 1,004 6-Month Penalty 1,000 1,001 1,002 1,003 1,004 12-Month Penalty 1,000 1,001 1,002 1,003 1,004 No Penalty 3-Month Penalty 6-Month Penalty 12-Month Penalty Age 60 65 70 60 65 70 60 65 70 60 65 70 1 1,060 1,066 1,071 1,060 1,065 1,071 1,060 1,065 1,070 1,059 1,064 1,070 2 1,059 1,064 1,070 1,059 1,064 1,070 1,059 1,064 1,069 1,058 1,063 1,069 3 1,058 1,063 1,069 1,058 1,063 1,068 1,058 1,063 1,068 1,057 1,062 1,068 4 1,057 1,062 1,068 1,057 1,062 1,067 1,057 1,062 1,067 1,056 1,061 1,067 5 1,056 1,061 1,067 1,056 1,061 1,066 1,055 1,061 1,066 1,055 1,060 1,066 6 1,055 1,060 1,066 1,055 1,060 1,065 1,054 1,060 1,065 1,054 1,059 1,064 7 1,054 1,059 1,064 1,054 1,059 1,064 1,053 1,059 1,064 1,053 1,058 1,063 8 1,053 1,058 1,063 1,053 1,058 1,063 1,052 1,058 1,063 1,052 1,057 1,062 9 1,052 1,057 1,062 1,052 1,057 1,062 1,051 1,057 1,062 1,051 1,056 1,061 10 1,051 1,056 1,061 1,050 1,056 1,061 1,050 1,055 1,061 1,050 1,055 1,060 11 1,050 1,055 1,060 1,049 1,055 1,060 1,049 1,054 1,060 1,049 1,054 1,059 12 1,049 1,054 1,059 1,048 1,054 1,059 1,048 1,053 1,059 1,048 1,053 1,058 13 1,048 1,053 1,058 1,047 1,053 1,058 1,047 1,052 1,058 1,047 1,052 1,057 14 1,047 1,052 1,057 1,046 1,052 1,057 1,046 1,051 1,057 1,046 1,051 1,056 15 1,046 1,051 1,056 1,045 1,050 1,056 1,045 1,050 1,055 1,044 1,050 1,055 17 1,043 1,049 1,054 1,043 1,048 1,054 1,043 1,048 1,053 1,042 1,048 1,053 18 1,042 1,048 1,053 1,042 1,047 1,053 1,042 1,047 1,052 1,041 1,047 1,052 19 1,041 1,047 1,052 1,041 1,046 1,052 1,041 1,046 1,051 1,040 1,046 1,051 20 1,040 1,046 1,051 1,040 1,045 1,050 1,040 1,045 1,050 1,039 1,044 1,050 21 1,039 1,044 1,050 1,039 1,044 1,049 1,039 1,044 1,049 1,038 1,043 1,049 22 1,038 1,043 1,049 1,038 1,043 1,048 1,038 1,043 1,048 1,037 1,042 1,048 23 1,037 1,042 1,048 1,037 1,042 1,047 1,037 1,042 1,047 1,036 1,041 1,047 24 1,036 1,041 1,047 1,036 1,041 1,046 1,036 1,041 1,046 1,035 1,040 1,046 25 1,035 1,040 1,046 1,035 1,040 1,045 1,035 1,040 1,045 1,034 1,039 1,044 26 1,034 1,039 1,044 1,034 1,039 1,044 1,034 1,039 1,044 1,033 1,038 1,043 27 1,033 1,038 1,043 1,033 1,038 1,043 1,033 1,038 1,043 1,032 1,037 1,042 28 1,032 1,037 1,042 1,032 1,037 1,042 1,032 1,037 1,042 1,031 1,036 1,041 29 1,031 1,036 1,041 1,031 1,036 1,041 1,030 1,036 1,041 1,030 1,035 1,040 30 1,030 1,035 1,040 1,030 1,035 1,040 1,029 1,035 1,040 1,029 1,034 1,039 31 1,029 1,034 1,039 1,029 1,034 1,039 1,028 1,034 1,039 1,028 1,033 1,038 32 1,028 1,033 1,038 1,028 1,033 1,038 1,027 1,033 1,038 1,027 1,032 1,037 33 1,027 1,032 1,037 1,027 1,032 1,037 1,026 1,032 1,037 1,026 1,031 1,036 34 1,026 1,031 1,036 1,026 1,031 1,036 1,025 1,030 1,036 1,025 1,030 1,035 35 1,025 1,030 1,035 1,025 1,030 1,035 1,024 1,029 1,035 1,024 1,029 1,034 36 1,024 1,029 1,034 1,024 1,029 1,034 1,023 1,028 1,034 1,023 1,028 1,033 37 1,023 1,028 1,033 1,023 1,028 1,033 1,022 1,027 1,033 1,022 1,027 1,032 38 1,022 1,027 1,032 1,021 1,027 1,032 1,021 1,026 1,032 1,021 1,026 1,031 39 1,021 1,026 1,031 1,020 1,026 1,031 1,020 1,025 1,030 1,020 1,025 1,030 40 1,020 1,025 1,030 1,019 1,025 1,030 1,019 1,024 1,029 1,019 1,024 1,029 41 1,019 1,024 1,029 1,018 1,024 1,029 1,018 1,023 1,028 1,018 1,023 1,028 42 1,018 1,023 1,028 1,017 1,023 1,028 1,017 1,022 1,027 1,017 1,022 1,027 43 1,017 1,022 1,027 1,016 1,021 1,027 1,016 1,021 1,026 1,016 1,021 1,026 44 1,016 1,021 1,026 1,015 1,020 1,026 1,015 1,020 1,025 1,015 1,020 1,025 45 1,015 1,020 1,025 1,014 1,019 1,025 1,014 1,019 1,024 1,014 1,019 1,024 46 1,014 1,019 1,024 1,013 1,018 1,024 1,013 1,018 1,023 1,013 1,018 1,023 47 1,013 1,018 1,023 1,012 1,017 1,023 1,012 1,017 1,022 1,012 1,017 1,022 48 1,012 1,017 1,022 1,011 1,016 1,021 1,011 1,016 1,021 1,011 1,016 1,021 49 1,011 1,016 1,021 1,010 1,015 1,020 1,010 1,015 1,020 1,010 1,015 1,020 50 1,010 1,015 1,020 1,009 1,014 1,019 1,009 1,014 1,019 1,009 1,014 1,019 51 1,009 1,014 1,019 1,008 1,013 1,018 1,008 1,013 1,018 1,008 1,013 1,018 52 1,008 1,013 1,018 1,007 1,012 1,017 1,007 1,012 1,017 1,007 1,012 1,017 53 1,007 1,012 1,017 1,006 1,011 1,016 1,006 1,011 1,016 1,006 1,011 1,016 54 1,006 1,011 1,016 1,005 1,010 1,015 1,005 1,010 1,015 1,005 1,010 1,015 55 1,005 1,010 1,015 1,004 1,009 1,014 1,004 1,009 1,014 1,004 1,009 1,014 56 1,004 1,009 1,014 1,003 1,008 1,013 1,003 1,008 1,013 1,003 1,008 1,013 57 1,003 1,008 1,013 1,002 1,007 1,012 1,002 1,007 1,012 1,002 1,007 1,012 58 1,002 1,007 1,012 1,001 1,006 1,011 1,001 1,006 1,011 1,001 1,006 1,011 59 1,001 1,006 1,011 1,000 1,005 1,010 1,000 1,005 1,010 1,000 1,005 1,010 60 N/A 1,005 1,010 N/A 1,004 1,009 N/A 1,004 1,009 N/A 1,004 1,009 61 N/A 1,004 1,009 N/A 1,003 1,008 N/A 1,003 1,008 N/A 1,003 1,008 62 N/A 1,003 1,008 N/A 1,002 1,007 N/A 1,002 1,007 N/A 1,002 1,007 63 N/A 1,002 1,007 N/A 1,001 1,006 N/A 1,001 1,006 N/A 1,001 1,006 64 N/A 1,001 1,006 N/A 1,000 1,005 N/A 1,000 1,005 N/A 1,000 1,005 65 N/A N/A 1,005 N/A N/A 1,004 N/A N/A 1,004 N/A N/A 1,004 66 N/A N/A 1,004 N/A N/A 1,003 N/A N/A 1,003 N/A N/A 1,003 67 N/A N/A 1,003 N/A N/A 1,002 N/A N/A 1,002 N/A N/A 1,002 68 N/A N/A 1,002 N/A N/A 1,001 N/A N/A 1,001 N/A N/A 1,001 69 N/A N/A 1,001 N/A N/A 1,000 N/A N/A 1,000 N/A N/A 1,000 End of Year 1 5 AFTER FEES VALUES (if applicable) Age $ $ $ $ $ 60 65 70 $ $ $ How to determine the After Fees Values. If we disclosed a distribution transaction or termination fee in SIMPLE IRA FEES AND LOSS OF EARNINGS PENALTIES, we have completed the After Fees Values section to reflect your SIMPLE IRA's projected values for the first five years and for ages 60, 65, and 70, if applicable. You may calculate the projected value for additional years. Follow the steps under How to use the tables. Reduce the values by the amount of any distribution transaction or termination fees and fill
Appears in 1 contract
Samples: Custodial Account Adoption Agreement
