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Cash Balance Chart

Age 401(k) & Profit Sharing Cash Balance Total
65 $76,500 $333,000 $409,500
60 $76,500 $321,000 $397,500
55 $76,500 $250,000 $326,500
50 $76,500 $195,000 $271,500
45 $69,000 $152,000 $221,000
40 $69,000 $118,000 $187,000

Note that the above amounts assume maximum compensation of $345,000, no prior defined benefit accruals, and no dual plan limits.

 

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