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Cash Balance Chart

Age 401(k) & Profit Sharing Cash Balance Total
65 $73,500 $320,000 $393,500
60 $73,500 $308,000 $381,500
55 $73,500 $240,000 $313,500
50 $73,500 $187,000 $260,500
45 $66,000 $146,000 $212,000
40 $66,000      $114,000   $180,000

Note that the above amounts assume maximum compensation of $330,000, no prior defined benefit accruals, and no dual plan limits.

 

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