Fees
Enter earlier contribution fees separately from the $6,000 formation payment. Earlier amounts remain in the annual total when a later contribution crosses a bracket.Current contribution · net assets less debt
Total calendar-year net contributions
Progressive fee on earlier contributions
Progressive fee on current contribution
Total calendar-year contribution fees
First-year formation fee credit
Earlier contribution fees paid
Balance due upon ownership transfer
Optional 2027 ongoing support estimate
For a year with no contribution, support fees use the balance sheet’s net asset value at year-end. Progressive brackets reset each calendar year.
Estimated 2027 ongoing support fee
Balance-sheet valuation dateDecember 31, 2027
Payment dueMarch 1, 2028
Tax return, appraisals & vendor costs
Annual service costs are separate from formation, contribution, and ongoing support fees.
Annual tax return fee
Bank ownership valuation fee
Real estate appraisals
$1,000 per contributed property without an appraisal from the last 4 months, once in the contribution year. This is separate from the bank ownership valuation.Vendor costs subtotal
Tax return, appraisals & vendor costs total
Vendor services are passed through at the supplied schedule prices. A 3% credit card fee is listed in the schedule; it is not included in these totals until its applicable payment basis is confirmed.2027 service-cost outlook
Annual tax return & vendors · 12-month estimate
Valuation fee in 2027
The tax return uses the timing selected above. Current property appraisals do not recur in this outlook. New property contributions would require a separate appraisal estimate. A bank ownership valuation requires both a contribution and ownership transfer.
Contribution Plan