ERISAAPPLE Posted March 9, 2018 Posted March 9, 2018 Does anyone know where I can find a guide to understanding what items are included in the different definitions of compensation (W-2, withholding, safe harbor, etc.) for S-Corp. shareholders?
ETA Consulting LLC Posted March 9, 2018 Posted March 9, 2018 Some plan documents actually provide these details. I'd 'start' with the Basic Plan Document so see if the particular items are listed. I think EOB has a chart as well. Good Luck! CPC, QPA, QKA, TGPC, ERPA
CuseFan Posted March 12, 2018 Posted March 12, 2018 Here is a detailed resource plus a handy chart is attached. https://www.irs.gov/pub/irs-tege/2013cpe_compensation.pdf Compensation Definitions.pdf Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
CuseFan Posted March 12, 2018 Posted March 12, 2018 And for S-corp shareholders it has to be some basis of W-2, cannot include any K-1. Bill Presson 1 Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
Larry Starr Posted March 12, 2018 Posted March 12, 2018 You might find this outline helpful; it has been requested 100's of times over the years. Compensation Outline 2000.pdf Dave Baker 1 Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC President Qualified Plan Consultants, Inc. 46 Daggett Drive West Springfield, MA 01089 413-736-2066 larrystarr@qpc-inc.com
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