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Posted

Yes.

If they employee had any deferrals under a 125 plan, don't forget to subtract those out as well.

Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance.

Corey B. Zeller, MSEA, CPC, QPA, QKA
Preferred Pension Planning Corp.
corey@pppc.co

Posted

But how many NHCE really defer at such a rate?

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted

I have a plan that has 100's of NHCEs and just a few contribute in proportion to the population. Then there is this one NHCE who contributes 1500% using net comp and the plan passes primarily due to his rate.

it could be the owner's child-in-law as far as i know, but it seems like a way to gain the system.

 

Posted

Sometimes it works out that way.

Of course, sometimes the owner is paying their spouse $20,000 and they are deferring $19,500 of it, so it works both ways.

Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance.

Corey B. Zeller, MSEA, CPC, QPA, QKA
Preferred Pension Planning Corp.
corey@pppc.co

Posted
20 hours ago, legort69 said:

I have a plan that has 100's of NHCEs and just a few contribute in proportion to the population. Then there is this one NHCE who contributes 1500% using net comp and the plan passes primarily due to his rate.

it could be the owner's child-in-law as far as i know, but it seems like a way to gain the system.

 

**game** the system 

4 out of 3 people struggle with math

Posted
47 minutes ago, ratherbereading said:

**game** the system

You said what I was thinking.  LOL

 

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted
7 hours ago, BG5150 said:

You said what I was thinking.  LOL

 

I couldn't help it ... 

4 out of 3 people struggle with math

Posted
7 minutes ago, FPGuy said:

Wouldn't an owner's kid be an owner/HCE per 318 attribution?

child in law was discussed, not child.

Posted
17 hours ago, Mike Preston said:

child in law was discussed, not child.

Not unless officially adopted, right?

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted
2 hours ago, BG5150 said:

Not unless officially adopted, right?

The opposite? Not if officially adopted.

 

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