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Posted

2 companies are not controlled group nor are they asgroup.

If someone has ownership in each,what prevents him from having 2 db plans,both with max benefits?

Posted

Depends upon the extent of ownership. Refer to IRC 415(h).

The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.

Posted
Depends upon the extent of ownership. Refer to IRC 415(h).

thanks

Posted

Sorry to mislead. For some reason I read into the first post that the CG determination already took into account 415(h). Clearly this was in error.

...but then again, What Do I Know?

Posted

415 looks at all plans of the employer, not the employee.

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