Manual ADP Refunds

[ratherbereading]

Does anyone have a spreadsheet they can share with me on calculating ADP refunds manually? Not the gain and loss, the actual refunds. We have a plan that we don't put in Relius, so everything is done manually. Thanks in advance!!

[Mike Preston]

How many bodies? I have a spreadsheet but I haven't looked at it in years so I'm reluctant to send it into the wild.  I probably got it from Tom P.

[Mike Preston]

Is it just ADP?  Or ADP and ACP?

[Tom Poje]

while I have created a number of different worksheets, I never created one for that purpose.

I think I would do the following.

Create a dummy plan, load only the HCEs and in prior year ADP/ACP plug the average values of the NHCEs. Then run the test. Doesn't really matter what you code for plan specs, as long as all the HCEs show up. If, for example, it is the company plan, names aren't even important. in fact, even dates of birth, etc. aren't important. all you want are the HCE bodies with comp and deferral (and match if needed)

it beats reinventing the wheel.

[ratherbereading]

To answer everyone's questions--ADP only;  4,000 plus people; Tom Poje- good idea!  If anyone has a spreadsheet they can share please send to cwoien@tpsgroup.com

Thank you!!!

[BG5150]

I agree with Tom.  If you know the population, just put them all into a dummy plan, make them all active and code the HCEs properly.  The have Relius do it.

[ratherbereading]

I followed Tom's advice and it worked!!!! Thank you so much!!!!

[Mike Preston]

I agree.  If you can have Relius do it, DO IT!  For 4,000 people there ought to be enough in the budget to pay somebody on staff to develop a spreadsheet, if you can't get it from Relius.

[Tom Poje]

Relius will of course run a plan that large, though perhaps slower than  a plan with fewer folks.

I understood the question to be :

we ran the test on a spreadsheet

we know the ADP for both HCE and NHCE

Plan fails, we want the refund numbers.

so at this point,  to reiterate,  lets say you only have, say, 50 HCEs amongst the 4000 I would load the HCEs only up on Relius and run the test. (it doesn't matter if it is current or prior year testing, just plug the avg NHCE rate into prior year test field)

...........

I had read the post yesterday and wondered about such a spreadsheet. then it dawned on me to approach it from a different point of you.

sort of reminds me the 'story' the Americans spent millions to come up with a pen that would write in outer space. The Russians decided to use a pencil. 

[Belgarath]

53 minutes ago, Tom Poje said:

sort of reminds me the 'story' the Americans spent millions to come up with a pen that would write in outer space. The Russians decided to use a pencil. 

Aw, c'mon, you're just Putin me on...

[david rigby]

2 hours ago, Tom Poje said:

sort of reminds me the 'story' the Americans spent millions to come up with a pen that would write in outer space. The Russians decided to use a pencil. 

Well, sort of.  It's not quite that simple, since any debris (eg, graphite, shavings) can be dangerous in space.  https://en.wikipedia.org/wiki/Writing_in_space