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Excluded by Job Class

Becky Schwing

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Cross tested profit sharing plan with everyone in their own group.  Plan excludes a group of employees by job classification - some who would otherwise be eligible other than the job class exclusion.  

When doing coverage testing - plan passes Ratio Percentage test with these excluded employees included in the counts as not benefitting.

When doing non-discrimination testing on the profit sharing allocation (HCE's getting a 20% contribution and NHCE's getting 5% - has no last day or 1000 hour) do I have to include the excluded employees in the calculations at a 0% benefit rate?  


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