Cross-Tested Plans

1,234 topics in this forum

1. Otherwise Excludable Employees

   By Guest Rutager, January 16, 2007
   • 4 replies
   • 2.7k views
   • 
   • AndyH
   • January 16, 2007

2. Otherwise Excludables and the Gateway Contribution

   By Guest SCUDDESLER, February 10, 2004
   • 11 replies
   • 4.9k views
   • 
   • Guest
   • February 11, 2004

3. Otherwise Excludible Employee Rule

   By Guest cease, July 15, 2004
   • 2 replies
   • 2k views
   • 
   • ak2ary
   • July 20, 2004

4. Owner's Son Now Eligible

   By Logan401, February 14, 2013
   • 12 replies
   • 1.9k views
   • 
   • chc93
   • February 16, 2013

5. Owner's Spouse with less than 1000 hours

   By dmb, March 8, 2004
   • 2 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • March 8, 2004

6. Owner's young child

   By wsp, April 13, 2005
   • 8 replies
   • 2.4k views
   • 
   • AndyH
   • May 2, 2005

7. Padilla Memo

   By dmb, June 23, 2006
   • 8 replies
   • 4.4k views
   • 
   • EBECatty
   • May 24, 2018

8. Paired cross-tested MP Pension and Profit Sharing Plans

   By SMB, October 10, 1999
   • 1 reply
   • 1.7k views
   • 
   • Everett Moreland
   • October 11, 1999

9. Partner Classes

   By Guest JimD, April 21, 2004
   • 6 replies
   • 1.7k views
   • 
   • AndyH
   • May 14, 2004

10. Partner plan comp calc non-taxable portion

    By jmartin, April 1, 2013
    • 0 replies
    • 1.2k views
    • 
    • jmartin
    • April 1, 2013

11. Partner's "Pay"

    By Guest Grumpy456, March 24, 2008
    • 14 replies
    • 3.8k views
    • 
    • tghooper
    • March 29, 2019

12. Partners and new comparability - old topic

    By rcline46, May 30, 2013
    • 4 replies
    • 2.4k views
    • 
    • Tom Poje
    • May 31, 2013

13. Partnership Compensation

    By Guest c2ddave, February 1, 2005
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 11, 2005

14. Partnership with fiscal year 4/30 sponsors a calendar year 401(k)

    By Guest AlCal, January 27, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 27, 2001

15. Passing 401(a)(4)

    By Archimage, May 8, 2003
    • 12 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 9, 2003

16. permissable correction method?

    By AndyH, July 10, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 10, 2001

17. Permissive Aggregation

    By Dennis Povloski, September 9, 2009
    • 4 replies
    • 2k views
    • 
    • AndyH
    • September 10, 2009

18. Permissive Aggregation

    By Guest naveen, June 15, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bill3
    • June 17, 2010

19. Permissive Aggregation / Min. Gateway

    By KCA, March 12, 2012
    • 6 replies
    • 2.7k views
    • 
    • KCA
    • March 12, 2012

20. Permissive Aggregation of Beginning of Year Valuation Date DB Plan with 401(k) Plan

    By Guest Jcarolan, February 28, 2008
    • 3 replies
    • 2.4k views
    • 
    • Mike Preston
    • February 29, 2008

21. permitted aggregation

    By Guest greggi39, March 10, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 16, 2004

22. Permitted allocation groups

    By Guest Tamra, November 5, 1998
    • 15 replies
    • 2.5k views
    • 
    • Guest
    • July 29, 1999

23. Permitted Disparity Factor (DB side)

    By Vlad401k, February 28, 2017
    • 4 replies
    • 1.4k views
    • 
    • jim241
    • February 1, 2019

24. Plan Comp or Full Year Comp for Testing?

    By Sully, December 5, 2024
    • 2 replies
    • 699 views
    • 
    • Sully
    • December 6, 2024

25. Plan design gateway document issue; how to adjust a plan that would sa

    By AndyH, December 13, 2000
    • 12 replies
    • 2.2k views
    • 
    • Guest
    • December 26, 2000

26. Plan Design- group determination

    By Guest Lex, June 15, 2002
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • June 15, 2002

27. Plan Doc Language for Smoothly Increasing Rates Gateway

    By LarryDavid, May 9, 2013
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

28. Plan Favoring NHCE

    By Santo Gold, May 14, 2015
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • May 19, 2015

29. Plan has different entry dates for sources

    By BG5150, February 24, 2010
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • March 9, 2010

30. Plan Loan to Participant who later becomes >5% Sub-S Shareholder: I

    By Guest Allan Hensley, September 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • September 1, 2000

31. Plan Wording

    By Guest dietpepsi, July 9, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 9, 2003

32. Plan Year compensation for Gateway

    By LarryDavid, August 21, 2012
    • 3 replies
    • 2.9k views
    • 
    • LarryDavid
    • August 28, 2012

33. Plans of Controlled Groups of Corporations

    By Hoard1, March 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Hoard1
    • March 11, 1999

34. plans subject to gateway

    By Guest 401kproman, February 19, 2003
    • 9 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 20, 2003

35. Points based service based allocation

    By dmb, August 11, 2017
    • 5 replies
    • 1.6k views
    • 
    • dmb
    • August 14, 2017

36. Possible to have no HCEs?

    By Guest Effie Clark, November 8, 2001
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 9, 2001

37. Post NRA testing age

    By AndyH, January 22, 2002
    • 7 replies
    • 3.2k views
    • 
    • Tom Poje
    • January 24, 2002

38. Post-Entry Compensation in Nondiscrimination Testing

    By Laura Harrington, July 17, 2008
    • 7 replies
    • 2.6k views
    • 
    • Earl
    • July 31, 2008

39. Potential age discrimination in cross-tested plan?

    By Guest mo again, January 3, 2001
    • 13 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 10, 2001

40. Pre-funding in a Cross Tested plan

    By Guest rmwright, March 11, 2004
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 13, 2004

41. Preparation of 1099 for "current economic benefit" of life insurance coverage

    By SteveH, January 16, 2006
    • 9 replies
    • 8.7k views
    • 
    • SteveH
    • January 17, 2006

42. Prepaying a Gateway Contribution

    By ratherbereading, November 7, 2014   

    • Gateway
    • Profit Sharing
    • 13 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • November 12, 2014

43. Prevailing Wage + 401(a)

    By #toomanyrules, January 18, 2022
    • 4 replies
    • 1.5k views
    • 
    • Bri
    • January 20, 2022

44. Prevailing Wage and SH Match, who gets the Gateway?

    By Towanda, April 12, 2016   

    • Davis-Bacon
    • Prevailing Wage
    • (and 1 more)

      Tagged with:

      • Davis-Bacon
      • Prevailing Wage
      • Gateway Minimum
    • 9 replies
    • 3.9k views
    • 
    • Towanda
    • June 23, 2016

45. Prevailing wage cross-tested plan. What's in the rate group test?

    By MR, September 27, 2000
    • 8 replies
    • 4.9k views
    • 
    • TPApril
    • April 21, 2015

46. Prevailing Wage Offset and 401(a)(4)

    By Kattdogg12, December 17, 2024
    • 0 replies
    • 476 views
    • 
    • Kattdogg12
    • December 17, 2024

47. Prevailing Wage Plan Question

    By Guest 4:15 Limit, December 30, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 13, 2012

48. Prevailing Wage/Cross-Tested Plan

    By Laura Harrington, November 25, 2008
    • 1 reply
    • 1.8k views
    • 
    • 12AX7
    • December 9, 2008

49. Prevailing wages and 401(a)(4)

    By Indu, December 3, 2022
    • 4 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • December 5, 2022

50. Profit Sharing & Cash Balance Plan

    By Laura Harrington, September 20, 2011
    • 3 replies
    • 2.6k views
    • 
    • AndyH
    • November 4, 2011