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Found 2 results

  1. Mr Bagwell
    Trying to do final ADP test for a terminating plan. Short plan year 10/1/2020 to 2/28/2021. However, I am coming off of a short plan because of plan year end change. 6/1/2020 to 6/30/2020 ***meant 7/1/2020 to 9/30/2020**** By experience, I know of one employee that is HCE because he has been HCE last several years. There may be one more. I think I am looking for compensation for the time period of 10/1/2019 to 9/30/2020 to determine if HCE, correct? And being that the plan year started in 2019, I'm looking for compensation over 125,000, correct?
  2. Ted Munice
    A plan was frozen 2017 with no accruals that year. Doing a 401a26 test under average accruals to date as of 1/1/2017 it passes for 2017. The plan is formally terminated in 2018 and paid out. Does the plan have to pass 401a26 for 2018?
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