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Cash Balance Chart

Age 401(k) & Profit Sharing Cash Balance Total
65 $63,500 $277,000 $340,500
60 $63,500 $267,000 $330,500
55 $63,500 $208,000 $271,500
50 $63,500 $162,000 $225,500
45 $57,000 $126,000 $183,000
40 $57,000      $99,000   $156,000

Note that the above amounts assume maximum compensation of $285,000, no prior defined benefit accruals, and no dual plan limits.

 

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