Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Nova 401(k) Associates |
Prime Pensions, Inc. |
Retirement, LLC |
Trucker Huss, A Professional Corporation |
Compass Retirement Consulting Group, Inc. |
Central Pension Fund of the IUOE |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Carpenter Morse Group |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Central Pension Fund of the IUOE |
Nicholas Pension Consultants |
Bates & Company |
Retirement Plan Legal Specialist Pentegra |
United 401(k) Plans, Inc. |
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Text of IRS Project Questionnaire: Reporting of 4971(a) Excise Tax by 401(k) Plans (PDF) Internal Revenue Service [IRS] ![]() [Official Guidance] Sept. 1, 2015 "Our records indicate you sponsor a 401(k) plan for the benefit of your employees and you filed a Form 5330 (Return of Excise Taxes Related to Employee Benefit Plans) reporting excise tax under Internal Revenue Code (IRC) section 4971(a). This appears to be in error as 401(k) plans are not subject to the minimum funding requirements and, therefore, would not owe this type of excise tax.... It is important to us that you report the correct amount of excise tax due for transactions involving your retirement plan. Please review your records including the information regarding excise taxes and have someone knowledgeable about your above referenced plan provide the following information." |
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