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Top Heavy Contribution for Non-Key HCE


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Guest William Lehman
Posted

This question is a top heavy question, but involves a super integrated plan. I have a Doctor group with one of the doctors not being a key employee. He is receiving more than a 3% contribution. Is he entitled to an additional 3% top heavy contribution?

Posted

as long as he has received 3% in ps contrib + forfeitures, he is covered. no additional contribution should be required.e.g. if this formula is by division and he received 5%, he is covered.

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