$250 per non-highly compensated employee up to $5,000/year.
Offset 100% of eligible expenses if less than 50 employees.
Offset 50% of eligible expenses if greater than 50 employees.
$500 per year.
Up to $1,000 per employee earning less than $100K.
100% credit if fewer than 50 employees.
Less than 100% credit if greater than 50 employees.
Estimated First 3 Years of Expenses
Enter the actual or estimated qualified start-up costs* incurred, or are expected to be incurred, for the current and subsequent 2 tax years.
Start-Up Credit: How many non-owner employees received less than $150,000 last year (2023 NHCEs)?
Small Employer Auto-Enrollment Credit
Check box if plan will have an automatic enrollment contribution.
Employer Contribution Credit
Check box if you want to make an employer contribution.
Employer Contribution Credit: How many employees earned less than $100,000 last year (2023)?
What is your estimated budget for the employer contribution?
Tax Year 1
Qualified Expenses Y1
Start-Up Credit
Automatic-Enrollment Credit
Employer Contribution Tax Credit
Tax Year 2
Qualified Expenses Y2
Start-Up Credit
Automatic-Enrollment Credit
Employer Contribution Tax Credit
Tax Year 3
Qualified Expenses Y3
Start-Up Credit
Automatic-Enrollment Credit
Employer Contribution Tax Credit
Tax Year 4
Employer Contribution Tax Credit
Tax Year 5
Employer Contribution Tax Credit
Subtotal
Start-Up
Auto-Enrollment
Employer Contribution
Total Tax Credit
The calculations provided are only for illustration purposes and provide general information and not legal or tax advice. These calculations are not intended, nor shall they be deemed to constitute or provide legal or tax advice or counsel. Please consult with your tax professional to determine your specific tax credit amounts.