Tom Posted March 16 Report Share Posted March 16 I've been provided names of corporate officers and those who are on the ESOP Board of Directors. The 5 corporate officers are also on the ESOP board of directors plus the ESOP board has another 9 individuals - so potentially 14 "officers." I realize to be a key employee they must have wages of $200,000 for 2022. That will eliminate most of them. I assume both corporate officers and ESOP directors are considered "officers" for top heavy purposes? Top heavy testing for large clients like this (350 employees) who make no employer contribution is always very concerning. They've been a long way from being top heavy but we certainly want to build in the correct data in this determination. I'd normally want to push this client off to another TPA but they came from one of our best referral sources. Thank you for your comments. Link to comment Share on other sites More sharing options...
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