LMK TPA Posted July 17, 2024 Posted July 17, 2024 Is 2% shareholder S-Corp medical included in the definition of compensation for Cash Balance plan purposes? I include it for 401k plan purposes but does a CB plan exclude it? I'm getting some conflicting information from some TPAs. Thank you!
Bill Presson Posted July 18, 2024 Posted July 18, 2024 The plan document outlines the definition of compensation. I would hope that definition would be identical between the two plans. Jakyasar, truphao and CuseFan 3 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
Bri Posted July 18, 2024 Posted July 18, 2024 Is he actually asking whether it counts as a component of either W-2, 415, or 3401(a) wages?
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now