ADOPTION AGREEMENT TRUST COMPANY OF AMERICA SOLO 401(K) PROFIT SHARING PLAN CAUTION: Failure to prop 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the Employer's Name, Address, Telephone Number, and Taxpayer Identification Number (TIN) in the designated fields. Ensure all information is accurate and complete.
3. In the Plan Information section, specify the Plan Name and select whether this is a New Plan or an Amendment of an existing plan. If applicable, check the PPA Restatement box.
4. Enter the Effective Date of the Plan. If this is a new plan, provide just the initial effective date; for amendments, include both dates as required.
5. Complete the Conditions of Eligibility section by indicating any service or age requirements for employee participation.
6. Review and fill out sections regarding Salary Reduction Arrangements and Trustee Information as per your plan's specifications.
7. Finally, ensure you read through all standard provisions before signing. Print clearly in capital letters where necessary and return your completed documents to your Investment Advisor.

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