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Retirement Planning
Chapter 5: Profit-Sharing Plans/ADP EXAMPLE (2 OF 2)
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Chapter 5: Profit-Sharing Plans

ADP EXAMPLE (2 OF 2)

01.Core Concepts

Boo Company sponsors a 401(k) plan with ten eligible employees. Each employee can defer up to 70 percent of their compensation limited to the annual deferral limit. The employees made the following deferral elections: Alternative B Alternative A HC definition with election* HC definition without election* NHC HC NHC HC Employee 5.5% 5.5% A 7.0% 7.0% B 10.0% 10.0% C 10.0% 10.0% D 5.0% 5.0% E 10.0% 10.0% F 0.0% 0.0% G 4.0% 4.0% H 0.0% 0.0% I 2.5% 2.5% J 5.19%6.25%4.5%7.5%Average * Election to include only top 20% of employees as determined by compensation as HC.