Employee Census Request

Provide your company's employee census so Engarde Financial Group can prepare a proposal. Please provide complete and accurate information — the census must be complete for a proposal to be prepared.

Required: a complete census. Fields marked * are required. Optional fields can be left blank if they don't apply.

Submitter Information

Your contact details, kept separate from the employee census below.

First Name *

Last Name *

Email Address *

Phone Number *

Company Name *

Employee Census

1 employee

Employee 1

Enter details below

EEN (Employee Number)

Optional

First Name *

Last Name *

Date of Birth (DOB) *

Date of Hire (DOH) *

Date of Termination (DOT)

Optional

Complete only for a terminated employee.

Family Group

Optional

Relationship to a company owner, if applicable.

Ownership Percentage

Optional

Complete for owners (e.g. 50%).

Job Class *

Use a specific job title where possible.

Officer

Not an officer

Indicate whether the employee is an officer of the company.

Base Compensation (Annual) *

Annual Hours *

Gender *

Base compensation guidance: Corporations — enter W-2 compensation. Sole proprietor — enter owner's Schedule C net income (line 31). Partnership — enter each owner's K-1 self-employment earnings (line 14).

By submitting, you confirm the information provided is complete and accurate to the best of your knowledge. A complete census is required to prepare a proposal.