Guest MPITTS Posted June 13, 2001 Posted June 13, 2001 In a cross-tested plan what codes would you use on the 5500? 2A is for the cross-tested piece. Would you also put 2E because it is a form of a profit sharing plan?
rcline46 Posted June 13, 2001 Posted June 13, 2001 Use all applicable codes, so use 2E. Make sure 2A is applicable since you need to distinguish between TESTING and ALLOCATION.
Kristina Posted June 19, 2001 Posted June 19, 2001 recline46, How would you see a cross-tested plan as not meeting the description of code 2A? Aren't cross-tested plans designed to give the most to the HCE's? Thanks, I look forward to your answer. Kristina Kristina
rcline46 Posted June 19, 2001 Posted June 19, 2001 Unfortunately, the 2000 instructions won't allow you to skip 2A for Age Weighted, Grouped/tiered, or super integrated plans.
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