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Posted

I am filing for a Determination Letter for an Age Weighted Profit Sharing Plan. We used one of Corbel's volume submitter plans and made so significant modifications. The plan has to pass the General Non-Discrimination test each year. Do I have to file a Schedule Q or not. I have read different opinions and am confused.

Posted

You are not required to submit a Schedule Q with your application. It is optional and may be submitted if you WANT a determination as to 401(a)(4) (or any of the other options).

LKP

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