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Aaron Juckett 
President 
CPA, CPC, QPA, QKA 
ESOP Partners LLC 
Phone: 920-659-6000 
Toll Free: 800-837-3112 
Direct: 920-659-6002 
Fax: 866-337-1095 
AJuckett@ESOPPartners.com
ESOPPartners.com 
OneStopESOPBlog.com 

2013 IRS Pension Plan Limits

401(k) Deferral Limit - $17,500

Annual Additions Limit - $51,000

Maximum Compensation Limit - $255,000

Catch-Up Contribution Limit - $5,500

Highly Compensated Employee - $115,000

ESOP 5-Year Distribution Threshold - $1,035,000

ESOP Additional Year Threshold - $205,000

2012 Pension Plan Limits

1989 - 2012 Plan Limits

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Governor Scott Walker Issues ESOP Proclamation

Wisconsin Governor Scott Walker has issued an ESOP proclamation observing October as Employee Ownership Month:

WHEREAS; employee stock ownership plans (ESOPs) exist in approximately 10,000 companies in the United States, employing 10.3 million working men and women; and

WHEREAS; employee ownership is becoming a practice that is instrumental in helping Americans share in our nation’s growth and prosperity by enabling our citizens to accumulate significant amounts of capital stock in the business at which they are employed; and

WHEREAS; employee ownership has become a powerful incentive for Americans to make the best of their talents and energies in their places of work, thus strengthening the competitive potential of our state’s businesses; and

WHEREAS; employee ownership helps create and retain jobs in our state;

WHEREAS; the successful record of many employee-owned firms benefits both companies and employees;

NOW, THEREFORE, I, Scott Walker, Governor of the State of Wisconsin, do hereby proclaim October 2012, as

EMPLOYEE OWNERSHIP MONTH

Throughout the State of Wisconsin and I commend this observance to all of our citizens.

Thank you to Park Manor, Ltd., the 2012 WI ESOP Company of the Year, for requesting, obtaining, and sharing this proclamation with all ESOP companies to use in their Employee Ownership Month celebrations.  I encourage companies from the other 49 states to request similar proclamations.  If you have obtained any similar proclamations, please forward them and I will share them on the blog.

 

ESOP Proclamation