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Posted

I have a control group with 7 companies. One company has 3 employees who each own 8% of that company but has no other ownership in the other companies. The other 75% is owned by one of the other companies so it is controlled. Do I count these ee's who own 8% as HCE's and Keys? They own more than 5% of 1 out of 7 companies.

Posted

Yes, they would be HCE & Key.

IRC 414(q)(2) references 416(i)(1) which states aggregation does not apply for purposes of determining ownership.

Posted

They are certainly key, but I'm not so sure you have a controlled entity. Who said they were controlled? Is it controlled via the affiliated service group rules? Or am I missing something?

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