Cross-Tested Plans

1,234 topics in this forum

1. Coverage vs Nondiscrimination

   By Gilmore, July 23, 2003
   • 2 replies
   • 1.6k views
   • 
   • Gilmore
   • July 23, 2003

2. Covered Compensation Tables

   By Fred Payne, November 8, 2002
   • 7 replies
   • 1.6k views
   • 
   • Fred Payne
   • November 16, 2002

3. CPA says Gateway is only required contrib in a cross tested PSP

   By CharlesLeggette, July 22, 2014   

   • crosstesting
   • new comp
   • (and 1 more)

     Tagged with:

     • crosstesting
     • new comp
     • 401(a)(4)
   • 27 replies
   • 10.5k views
   • 
   • Mike Preston
   • August 22, 2014

4. creative nondiscrimination testing

   By M Norton, February 16, 2010
   • 4 replies
   • 1.5k views
   • 
   • K2retire
   • February 18, 2010

5. Creative solution to Gateway issue?

   By LarryDavid, July 11, 2011
   • 0 replies
   • 1.2k views
   • 
   • LarryDavid
   • July 11, 2011

6. Cross - tested contribution

   By Guest wlank, November 14, 2006
   • 6 replies
   • 2.4k views
   • 
   • SoCalActuary
   • November 29, 2006

7. Cross test fails

   By Monica Barnard, January 31, 2008
   • 11 replies
   • 2k views
   • 
   • Mike Preston
   • February 1, 2008

8. cross test TH min/gateway to otherwise excludable ee

   By jmartin, April 3, 2012
   • 2 replies
   • 1.6k views
   • 
   • jmartin
   • April 3, 2012

9. Cross Test with SHNEC - Max Profit Sharing to HCE and 0 to NHCE

   By MP CPC, March 23, 2022
   • 3 replies
   • 1.1k views
   • 
   • CuseFan
   • March 24, 2022

10. Cross Tested /Controlled Group

    By Guest csk, March 2, 2004
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2004

11. cross tested 401(k) Plan and imputed disparity

    By Guest csk, March 10, 2004
    • 9 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 12, 2004

12. Cross Tested 401(k)/Profit Sharing Plan

    By hch4cpa, March 29, 2019
    • 7 replies
    • 1.5k views
    • 
    • JackS
    • March 29, 2019

13. Cross tested 401k with leased employees

    By dmb, November 28, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 30, 2000

14. Cross Tested 401kPS w 3%SH

    By cheersmate, January 29, 2019   

    • bottom up allocation
    • cross tested ps
    • (and 1 more)

      Tagged with:

      • bottom up allocation
      • cross tested ps
      • safe harbor 401k
    • 11 replies
    • 1.7k views
    • 
    • shERPA
    • September 9, 2020

15. Cross tested 403(b)? Are the rules the same?

    By AndyH, February 15, 2001
    • 2 replies
    • 2k views
    • 
    • AndyH
    • February 15, 2001

16. Cross Tested ABR

    By perkinsran, February 11, 2009
    • 9 replies
    • 2.1k views
    • 
    • perkinsran
    • February 13, 2009

17. Cross Tested allocation

    By pmacduff, June 2, 2006
    • 7 replies
    • 2.3k views
    • 
    • Mike Preston
    • June 2, 2006

18. Cross Tested Contributions Discretionary?

    By Guest Thornton, February 3, 1999
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • February 3, 1999

19. Cross Tested Contributions under 410(b)

    By Hoard1, December 15, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 17, 1999

20. Cross Tested Final Short Plan Year

    By PFranckowiak, March 7, 2017
    • 2 replies
    • 703 views
    • 
    • Mike Preston
    • March 13, 2017

21. cross tested formula with last day rule and safe harbor 3%

    By pmacduff, March 9, 2016
    • 1 reply
    • 773 views
    • 
    • Mike Preston
    • March 9, 2016

22. Cross tested group

    By Guest mol, November 3, 2004
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • November 4, 2004

23. Cross Tested Money Purchase Plan

    By Lynn Campbell, June 2, 1999
    • 4 replies
    • 2k views
    • 
    • richard
    • August 24, 1999

24. cross tested plan

    By pmacduff, February 8, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 9, 2007

25. Cross tested Plan - 5 divisions

    By KateSmithPA, February 20, 2012
    • 3 replies
    • 1.2k views
    • 
    • KateSmithPA
    • February 21, 2012

26. Cross tested plan & Top Heaviness

    By richard, September 23, 1999
    • 1 reply
    • 1.6k views
    • 
    • Kathy
    • September 25, 1999

27. cross tested plan for 2002

    By Guest mich823, December 17, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 18, 2001

28. Cross Tested Plan for small Doctor group

    By Tom Poje, March 10, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • March 12, 1999

29. Cross tested plan that passes ratio percentage test.

    By Guest, April 4, 2000
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • April 5, 2000

30. Cross tested plan uses High 3 average compensation

    By Richard Anderson, September 14, 2009
    • 3 replies
    • 2.3k views
    • 
    • Mike Preston
    • September 15, 2009

31. Cross tested plan with safe harbor non-elective contributions

    By Guest ForteT, December 3, 2001
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • December 3, 2001

32. Cross Tested Plan with SHNEC and allocation requirement

    By TBob, March 16, 2004
    • 6 replies
    • 1.6k views
    • 
    • TBob
    • March 17, 2004

33. Cross tested plan; same percentage for both groups

    By Guest Julie Woulfe, March 23, 2004
    • 10 replies
    • 1.6k views
    • 
    • Earl
    • March 31, 2004

34. Cross tested plans

    By Guest jeri stitt, August 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2002

35. Cross Tested Plans, Completing Schedule T, Form 5500

    By Guest Tim Breedlove, December 11, 2003
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 12, 2003

36. Cross tested Profit sharing plan and discrimination issues

    By Guest smhjr, December 18, 2004
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • December 18, 2004

37. Cross Tested Profit Sharing Plan Scenario

    By Guest MCarey1, October 21, 2002
    • 3 replies
    • 1.8k views
    • 
    • Fred Payne
    • October 25, 2002

38. Cross Tested PS Plan with 401(k) deferrals

    By Guest KAGrist, February 3, 2006
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • February 6, 2006

39. cross tested PS w/ 401k

    By dmb, March 15, 2004
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 17, 2004

40. Cross Tested PSP: Adding a subsidiary company

    By Guest Troy S., September 11, 2007
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • September 12, 2007

41. Cross tested safe harbor etc....

    By pmacduff, July 10, 2007
    • 32 replies
    • 5.6k views
    • 
    • Tom Poje
    • October 12, 2007

42. Cross Tested safe harbor k

    By Guest TrustMe401k, September 11, 2002
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 12, 2002

43. Cross Tested SH Match plan

    By Gilmore, December 2, 2012
    • 6 replies
    • 1.5k views
    • 
    • Gilmore
    • December 4, 2012

44. Cross Tested that Does not Work

    By jeff77, April 17, 2012
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 17, 2012

45. Cross tested top heavy plan

    By Guest cynthiar, February 24, 2004
    • 12 replies
    • 2k views
    • 
    • jquazza
    • March 6, 2004

46. Cross tested top heavy rehire

    By pmacduff, March 23, 2018
    • 3 replies
    • 768 views
    • 
    • BG5150
    • March 23, 2018

47. Cross tested w/ 401(k) & match

    By R. Butler, November 5, 2002
    • 13 replies
    • 2.3k views
    • 
    • Tom Poje
    • November 15, 2002

48. Cross tested with Davis Bacon off-set

    By Dazednconfused, April 20, 2010
    • 3 replies
    • 1.5k views
    • 
    • Dazednconfused
    • April 22, 2010

49. Cross Tested with no HCE's?

    By TBob, November 29, 2005
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • November 30, 2005

50. Cross Tested, Gateway and Component plans

    By rcline46, February 23, 2017   

    • component
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 23, 2017