Global Benefits Partners Solo(k) Collective – Form 3 Easy steps to get setup! Step 1. Complete this form.Step 2. Complete (upload) enrollment form.Step 3. Complete (upload) ACH form.Primary Contact Information and Account SetupEmail(Required) Password Enter Password Confirm Password Name(Required) First Last Phone(Required)Business InformationLegal Business Name(Required) Legal Business Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Fiscal Year Begin Date(Required) Month Day Year Fiscal Year End Date(Required) Month Day Year Company's EIN(Required) Current Corporate Tax Structure(Required)C-CorpS-CorpLLCLLPNon ProfitGovernment AgencySole ProprietorPartnershipPayroll Provider(Required) Payroll Frequency(Required)WeeklyBi-WeeklyMonthlyAnnualNames of owners and percentage owned(Required)First NameLast Name% Ownership Add RemoveClick the + symbol to the right to add additional owners.Any current employees other than yourself?(Required) Yes No Ownership of other businesses, affiliated service/control groups.(Required) Yes No During the plan year, did any of the current owners have or acquire ownership in any other company?If yes please describe(Required) Will this SoloK include a spouse?(Required) Yes No Does the spouse receive compensation through payroll?(Required) Yes No Plan InformationStartup or Takeover/Conversion(Required) Startup Takeover/Conversion Prior Recordkeeper(Required) Estimated Date of First Contribution(Required) Month Day Year 1st SMA Services will provide Annual Administration/5500:(Required)202320242025HiddenAssign Client to Data Collection Step(Required)Ben Satterfieldboxshorses@yahoo.comClinton AdkisonDeAnn SpenceErin Sundermanrglick@sma.orgrglick19@gmail.comRick Spencerickspence@rocketmail.comsmaservicestimbonner28@gmail.comtpa@sma.orgHiddenEnrollment Form(Required)Accepted file types: pdf, Max. file size: 50 MB.HiddenACH Debit Form(Required)Accepted file types: pdf, Max. file size: 50 MB.
