APC ASSOCIATED PENS DO ON B0x 4275r
Chico, California 95927
Ex 80) 43-0732
ASSOCIATED
PENSION
CONSLILTANTS
INVOICE
City of Ripon
259 North Wilma Avenue CLIENT NUMBER: 8312
DATE: 11/13/2023
Ripon, CA 95366 INVOICE NO: 142734
(DETACH AND RETURN THIS PORTION WITH PAYMENT
FOR PROFESSIONAL SERVICES RENDERED AMOUNT
City of Ripon Money Purchase Thrift Pension Plan
Plan year: 07/01/2022 to 06/30/2023
Annual Administration Service $1100.00
Service Includes:
Collect census information, calculation of contributions and eligibility determination.
IRS Code Section 415 limit testing
Annual calculation of Employer Matching and Discretionary Contributions, if applicable.
Individual Brokerage Account Participant Fee 80 @ $75.00 each $6000.00 Preparation of Employee Notices and Fee Disclosures $75.00 Minimum Distribution Calculation for 2023 Plan Year $125.00 Linda Van Tol
Correction of Failed ADP with Return of Excess Deferrals for 2020 Plan Year $150.00 Kevin Werner
Electronic Filing with Confirmation of IRS Form 8955-SSA $95.00 Participant Loans 10 @ $50.00 each $500.00
Trust Accounting $150.00
Rollover Account Fee 3 @ $25.00 each $75.00
UR 1116/23
AMOUNT DUE: $8270.00
TERMS: DUE NET 10. ACCOUNTS UNPAID AFTER 30 DAYS MAY BE SUBJECT TO A CHARGE OF 1.5% PER MONTH.
REMIT TO: ASSOCIATED PENSION CONSULTANTS, PO BOX 1282, CHICO, CA 95927