Thank you!

IN ORDER TO RECEIVE YOUR YEAR-END THANK YOU! BONUS YOU MUST:

ONE: Fill out the personal information. (Yes, we already have that information, but the IRS requires it and it will just make giving you your THANK YOU! money that much easier for us to do.)

TWO: Indicate how you want to receive your bonus (paper check or direct deposit).

THREE: Choose how much of your THANK YOU! bonus you would like to go into your Hogan 401(k) account.

NOTE: If you are currently participating in Hogan’s 401(k) program, you must fill out the 401(k) form section whether or not you elect to have any of your bonus put into your 401(k) account. Filling this form out at this time will not affect your regular 401(k) contribution amounts.

FOUR: If you elect to be EXEMPT regarding tax withholdings, you must fill out a new W4 form. This form, however, will ONLY apply to this THANK YOU! bonus amount and will not affect your regular paycheck withholding amounts.

FIVE: E-sign, date, and submit.

NOTE: There is a “Save and Continue Later” option at the bottom of the form in case you cannot finish this in one sitting.

And, again, your year-end THANK YOU! bonus will necessarily be held up until we receive this form (by hitting SUBMIT) AND the W4 from Section FOUR if required.

ONE: PERSONAL INFORMATION
Name*
First Middle Last
Address*
Street Address Address Line 2 City State ZIP Code
TWO: HOW YOU WANT TO RECEIVE YOUR MONEY?
(This is the fun part.)
Payment Method*
- Paper Check
- Direct Deposit
Tax Withholding*
- Exempt (No federal taxes will be withheld—see NOTE below; state taxes will still be withheld.)
- Taxes withheld (per your W4 on record)
NOTE: Whether you choose EXEMPT or TAXES WITHHELD does not alter your obligation to pay taxes nor change the amount of taxes due on the bonus amount.
THREE: 401(k) FORM
This is required for anyone who participates in the Hogan 401(k) program even if you are not putting your bonus into your 401(k).
DEFERRAL*
- I do NOT participate in Hogan’s 401(k) program.
- I elect to contribute the following whole percentage or dollar amount of my bonus on a PRETAX basis.
- I elect to contribute the following whole percentage or dollar amount of my bonus as a ROTH DEFERRAL CONTRIBUTION.
- I hereby elect NOT to defer any of my bonus compensation. I understand that if I elect NOT to defer any of my bonus compensation, I may not get the full company match for the year.
PERCENTAGE
Please enter a number from 0 to 100.
____OR____
DOLLAR AMOUNT
The standard company-match rules apply to any amount you put into your account. So, in addition to the income you set aside, Hogan will:
- Match dollar for dollar up to 3% of your bonus placed into your 401(k) account
- Match 50% on the next 2% of your bonus placed into your account
This means that if you place 5% of your bonus into your account, Hogan will match 4% (that’s dollar for dollar for 3% of the amount, and 50¢ per dollar for the next 2% of the amount).

As with all 401(k) deposits, taxes will not be withheld now but will be required when you take money out of your 401(k) account in the future.
FOUR: IRS W4 FORM
This section will be empty for anyone who did not choose “EXEMPT” in Section TWO.
This is required for anyone who chose the “EXEMPT” option for TAX WITHHOLDING in Section TWO. Tapping on the link below will open a fillable-PDF in another tab:

IRS W4 Form

When filling in the W4 form, in step 4 of the form, under “Extra withholding,” write “exempt”.

You must email or mail the filled-in W4 form to jmorgan@hoganconstruction.com in order to receive your bonus.
FIVE: E-SIGN, DATE, & SUBMIT
I understand my bonus contribution election(s) will become effective commencing with the payment of the designated bonus made after my Employer can reasonably process it. I hereby certify the above Participant information is true, accurate, and complete. I authorize my Employer to reduce my eligible bonus by the amount indicated above and to make this bonus deferral contribution to the Plan on my behalf.
Consent*
I, the undersigned, do understand and agree to the above provisions, and that typing my name in the box below constitutes an electronic signature.
SIGNATURE*
____
Date*
MM slash DD slash YYYY

Save and Continue Later

ONE: PERSONAL INFORMATION

TWO: HOW YOU WANT TO RECEIVE YOUR MONEY?

THREE: 401(k) FORM

FOUR: IRS W4 FORM

FIVE: E-SIGN, DATE, & SUBMIT