An example plan. Dana runs a one-person consulting firm. Every figure comes from the same engine as your estimate.

maxedRivera Advisory LLC Cash Balance Plan

Friday, May 12, 2028

$54,814 to go for 2027, due September 15, 2028.

The rest of your 2027 contribution. 2028 is open too.

Money arrived in the plan’s account

  • $30,000

    May 10, 2028 · Transfer from Rivera Advisory LLC

Open plan years

One scale, to $550k

2027

Due Sep 15, 2028 · 126 days

Required
$234,814
Still to go
$54,814
Recorded
$180,000

2028

Due Sep 17, 2029

Maximum
$490,637
Minimum
$247,246
Recorded
$0
Plan your 2028 amount
Record a contribution

From Rivera Advisory LLC’s account to the plan’s account ending 2291.

Toward the most the plan can pay you at 62

$453,912 in the plan of about $3.72M by 2036

8 contribution years left. The ceiling moves with IRS limits and your pay; the actuary updates it each year.