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New Comp for a multiple employer plan


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Guest chris4013
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I have 2 companies in a plan. One individual owns 65% of X and 100% of Y. The plan has a new comp formula and I only want to give Y the minimum gateway allocation.

Can I exclude Y from 401a4 since it's not a CG?

Can I give Y just the top-heavy minimum 3% and no gateway if the common owner only gets a 9% ps allocaion, but the other HCE's received 25%?

What if Common Owner makes 200k in both company X & Y. We allocate 40k to his X comp, and want to allocate 0% to Y's eligible comp, could we allocate nothing to Y?

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