CONTRIBUTION TYPES. The selections made below must correspond with the selections made under the Contributions and Allocations Section of this Adoption Agreement. FROZEN PLAN OR CONTRIBUTIONS HAVE BEEN SUSPENDED (Plan Section 4.1(c)) (optional) a. [ ] This is a frozen Plan (i.e., all contributions cease) (if this is a temporary suspension, select a.2): 1. [ ] All contributions ceased as of, or prior to, the effective date of this amendment and restatement and the prior Plan provisions are not reflected in this Adoption Agreement (may enter effective date at 3. below and/or select prior contributions at h. - k. (optional), skip questions 13-19 and 23-30) 2. [ ] All contributions ceased or were suspended and the prior Plan provisions are reflected in this Adoption Agreement (must enter effective date at 3. below and select contributions at b. - g.) 3. [ ] as of (effective date is optional unless a.2. has been selected above or this is the amendment or restatement to freeze the Plan). CURRENT CONTRIBUTIONS The Plan permits the following contributions (select one or more): b. [ ] Employer contributions other than matching (Questions 24-25) 1. [ ] This Plan qualifies as a Social Security Replacement Plan (Question 24.e. must be selected) c. [ ] Employer matching contributions (Questions 26-28) d. [ ] Mandatory Employee contributions (Question 30) e. [ ] After-tax voluntary Employee contributions f. [ ] Rollover contributions (Question 36) g. [ ] Student Loan Repayment Program (SLRP). See Plan Section 4.3(g) and Appendix B. (may not elect this option if the Employer offers student loans to its Employees) PRIOR CONTRIBUTIONS The Plan used to permit, but no longer does, the following contributions (choose all that apply, if any): h. [ ] Employer matching contributions i. [ ] Employer contributions other than matching contributions j. [ ] Rollover contributions k. [ ] After-tax voluntary Employee contributions ELIGIBILITY REQUIREMENTS
Appears in 2 contracts
Sources: Adoption Agreement, Adoption Agreement
CONTRIBUTION TYPES. The selections made below must correspond with the selections made under the Contributions and Allocations Section of this Adoption Agreement. FROZEN PLAN OR CONTRIBUTIONS HAVE BEEN SUSPENDED (Plan Section 4.1(c)) (optional)
a. [ ] This is a frozen Plan (i.e., all contributions cease) (if this is a temporary suspension, select a.2):
1. [ ] All contributions ceased as of, or prior to, the effective date of this amendment and restatement and the prior Plan provisions are not reflected in this Adoption Agreement (may enter effective date at 3. below and/or select prior contributions at h. g. - k. j. (optional), skip questions 1312-19 18 and 2322-30)
2. [ ] All contributions ceased or were suspended and the prior Plan provisions are reflected in this Adoption Agreement (must enter effective date at 3. below and select contributions at b. - g.f.)
3. [ ] as of (effective date is optional unless a.2. has been selected above or this is the amendment or restatement to freeze the Plan). CURRENT CONTRIBUTIONS The Plan permits the following contributions (select one or more):
b. [ ] Employer contributions other than matching (Questions 24-25)
1. [ ] This Plan qualifies as a Social Security Replacement Plan (Question 24.e. must be selected)
c. [ ] Employer matching contributions (Questions 26-28)
d. [ ] Mandatory Employee contributions (Question 30)
e. [ ] After-tax voluntary Employee contributions
f. [ ] Rollover contributions (Question 36)
g. [ ] Student Loan Repayment Program (SLRP). See Plan Section 4.3(g) and Appendix B. (may not elect this option if the Employer offers student loans to its Employees) PRIOR CONTRIBUTIONS The Plan used to permit, but no longer does, the following contributions (choose all that apply, if any):
h. g. [ ] Employer matching contributions
i. h. [ ] Employer contributions other than matching contributions
j. i. [ ] Rollover contributions k. j. [ ] After-tax voluntary Employee contributions ELIGIBILITY REQUIREMENTS
Appears in 1 contract
Sources: Adoption Agreement
CONTRIBUTION TYPES. The selections made below must correspond with the selections made under the Contributions and Allocations Section of this Adoption Agreement. FROZEN PLAN OR CONTRIBUTIONS HAVE BEEN SUSPENDED (Plan Section 4.1(c)) (optional)
a. [ ] This is a frozen Plan (i.e., all contributions cease) (if this is a temporary suspension, select a.2):
1. [ ] All contributions ceased as of, or prior to, the effective date of this amendment and restatement and the prior Plan provisions are not reflected in this Adoption Agreement (may enter effective date at 3. below and/or select prior contributions at h. - k. m. (optional), skip questions 1312-19 18 and 2322-30)
2. [ ] All contributions ceased or were suspended and the prior Plan provisions are reflected in this Adoption Agreement (must enter effective date at 3. below and select contributions at b. - g.f.)
3. [ ] as of (effective date is optional unless a.2. has been selected above or this is the amendment or restatement to freeze the Plan). CURRENT CONTRIBUTIONS The Plan permits the following contributions (select one or more):
b. [ [X] Employer contributions other than matching (Questions 24-25)
1. [ [X] This Plan qualifies as a Social Security Replacement Plan (Question 24.e. must be selected)
c. [ ] Employer matching contributions (Questions 2627-28)
d. [ [X] Mandatory Employee contributions (Question 30)
e. [ ] After-tax voluntary Employee contributions
f. [ [X] Rollover contributions (Question 36)
g. [ ] Student Loan Repayment Program Grandfathered 401(k) Contributions adopted by the governmental entity before May 6, 1986 (SLRPQuestion 26). See Also select below if ▇▇▇▇ Elective Deferrals are permitted.
1. [ ] ▇▇▇▇ Elective Deferrals (Plan Section 4.3(g1.56)
a. [ ] Special Effective Date for ▇▇▇▇ Elective Deferrals (choose if applicable) and Appendix B. (may not elect this option select if ▇▇▇▇ deferrals added after the Employer offers student loans to its EmployeesEffective Date) PRIOR CONTRIBUTIONS The Plan used to permit, but no longer does, the following contributions (choose all that apply, if any):
h. [ ] Employer matching contributions
i. [ ] Employer contributions other than matching contributions
j. [ ] Rollover contributions contributions
k. [ ] After-tax voluntary Employee contributions ELIGIBILITY REQUIREMENTScontributions
l. [ ] Pre-tax Elective Deferrals m. [ ] ▇▇▇▇ Elective Deferrals
Appears in 1 contract
Sources: Adoption Agreement
CONTRIBUTION TYPES. The selections made below must correspond with the selections made under the Contributions and Allocations Section of this Adoption Agreement. FROZEN PLAN OR CONTRIBUTIONS HAVE BEEN SUSPENDED (Plan Section 4.1(c)) (optional)
a. [ ] This is a frozen Plan (i.e., all contributions cease) (if this is a temporary suspension, select a.2):
1. [ ] All contributions ceased as of, or prior to, the effective date of this amendment and restatement and the prior Plan provisions are not reflected in this Adoption Agreement (may enter effective date at 3. below and/or select prior contributions at h. g. - k. j. (optional), skip questions 1312-19 18 and 2322-30)
2. [ ] All contributions ceased or were suspended and the prior Plan provisions are reflected in this Adoption Agreement (must enter effective date at 3. below and select contributions at b. - g.f.)
3. [ ] as of (effective date is optional unless a.2. has been selected above or this is the amendment or restatement to freeze the Plan). CURRENT CONTRIBUTIONS The Plan permits the following contributions (select one or more):
b. [ [X] Employer contributions other than matching (Questions 24-25)
1. [ ] This Plan qualifies as a Social Security Replacement Plan (Question 24.e. must be selected)
c. [ ] Employer matching contributions (Questions 26-28)
d. [ [X] Mandatory Employee contributions (Question 30)
e. [ [X] After-tax voluntary Employee contributions
f. [ [X] Rollover contributions (Question 36)
g. [ ] Student Loan Repayment Program (SLRP). See Plan Section 4.3(g) and Appendix B. (may not elect this option if the Employer offers student loans to its Employees) PRIOR CONTRIBUTIONS The Plan used to permit, but no longer does, the following contributions (choose all that apply, if any):
h. g. [ ] Employer matching contributions
i. h. [ ] Employer contributions other than matching contributions
j. i. [ ] Rollover contributions k. j. [ ] After-tax voluntary Employee contributions ELIGIBILITY REQUIREMENTS
Appears in 1 contract
Sources: Adoption Agreement
CONTRIBUTION TYPES. The selections made below must correspond with the selections made under the Contributions and Allocations Section of this Adoption Agreement. FROZEN PLAN OR CONTRIBUTIONS HAVE BEEN SUSPENDED (Plan Section 4.1(c)) (optional)
a. [ ] This is a frozen Plan (i.e., all contributions cease) (if this is a temporary suspension, select a.2):
1. [ ] All contributions ceased as of, or prior to, the effective date of this amendment and restatement and the prior Plan provisions are not reflected in this Adoption Agreement (may enter effective date at 3. below and/or select prior contributions at h. g. - k. j. (optional), skip questions 1312-19 18 and 2322-30)
2. [ ] All contributions ceased or were suspended and the prior Plan provisions are reflected in this Adoption Agreement (must enter effective date at 3. below and select contributions at b. - g.f.)
3. [ ] as of (effective date is optional unless a.2. has been selected above or this is the amendment or restatement to freeze the Plan). CURRENT CONTRIBUTIONS The Plan permits the following contributions (select one or more):
b. [ [X] Employer contributions other than matching (Questions 24-25)
1. [ ] This Plan qualifies as a Social Security Replacement Plan (Question 24.e. must be selected)
c. [ [X] Employer matching contributions (Questions 26-28)
d. [ ] Mandatory Employee contributions (Question 30)
e. [ ] After-tax voluntary Employee contributions
f. [ [X] Rollover contributions (Question 36)
g. [ ] Student Loan Repayment Program (SLRP). See Plan Section 4.3(g) and Appendix B. (may not elect this option if the Employer offers student loans to its Employees) PRIOR CONTRIBUTIONS The Plan used to permit, but no longer does, the following contributions (choose all that apply, if any):
h. g. [ ] Employer matching contributions
i. h. [ ] Employer contributions other than matching contributions
j. i. [ ] Rollover contributions k. j. [ ] After-tax voluntary Employee contributions ELIGIBILITY REQUIREMENTS
Appears in 1 contract
Sources: Adoption Agreement
CONTRIBUTION TYPES. The selections made below must correspond with the selections made under the Contributions and Allocations Section of this Adoption Agreement. FROZEN PLAN OR CONTRIBUTIONS HAVE BEEN SUSPENDED (Plan Section 4.1(c4.1(b)) (optional)
a. [ ] This is a frozen Plan (i.e., all contributions cease) (if this is a temporary suspension, select a.2):
1. [ ] All contributions ceased as of, or prior to, the effective date of this amendment and restatement and the prior Plan provisions are not reflected in this Adoption Agreement (may enter effective date at 3. below and/or select prior contributions at h. - k. – n. below (optional), skip questions 13-19 and 23-3032)
2. [ ] All contributions ceased or were suspended and the prior Plan provisions are reflected in this Adoption Agreement (must enter effective date at 3. below and select contributions at b. - g.)
3. [ ] as of (effective date is optional unless a.2. has been selected above or this is the amendment or restatement to freeze the Plan). CURRENT CONTRIBUTIONS The Plan permits the following contributions (select one or more):
b. [ ] Employer contributions other than matching Elective Deferrals (Questions 24-Question 25). Also select below if ▇▇▇▇ Elective Deferrals are permitted.
1. [ ] ▇▇▇▇ Elective Deferrals (Plan Section 1.75)
a. [ ] Special Effective Date for ▇▇▇▇ Elective Deferrals (choose if applicable) (select if ▇▇▇▇ deferrals added in addition to and after Elective Deferrals) c. [ ] 401(k) "ADP test safe harbor contributions" (Question 28)
1. [ ] This Plan qualifies as a Social Security Replacement Plan 401(k) "ADP test safe harbor contributions" (Question 24.e. must be selectedother than QACA "ADP test safe harbor contributions") (Match, Nonelective)
c. 2. [ ] QACA "ADP test safe harbor contributions" SAMPLE
d. [ ] Employer matching contributions (Questions 26-28)
d. [ ] Mandatory Employee contributions (Question 3029)
e. [ ] AfterEmployer Nonelective contributions (includes Employer Stock Bonus contributions, and/or "prevailing wage contributions") (Questions 30-tax voluntary Employee contributions31)
f. [ ] Rollover contributions (Question 3643)
g. [ ] Student Loan Repayment Program After-tax voluntary Employee contributions (SLRP). See Plan Section 4.3(g) and Appendix B. (may not elect this option if the Employer offers student loans to its EmployeesQuestion 44) PRIOR CONTRIBUTIONS The Plan used to permit, but no longer does, the following contributions (choose all that apply, if any):
h. [ ] Pre-tax Elective Deferrals i. [ ] ▇▇▇▇ Elective Deferrals j. [ ] 401(k) "ADP test safe harbor contributions"
k. [ ] Employer matching contributions
i. l. [ ] Employer Nonelective contributions other than matching (includes Employer Stock Bonus, Money Purchase Pension Plan contributions
j. ) m. [ ] Rollover contributions k. n. [ ] After-tax voluntary Employee contributions ELIGIBILITY REQUIREMENTS
Appears in 1 contract
Sources: Adoption Agreement for Employee Stock Ownership Plan (Esop)
CONTRIBUTION TYPES. The selections made below must correspond with the selections made under the Contributions and Allocations Section of this Adoption Agreement. FROZEN PLAN OR CONTRIBUTIONS HAVE BEEN SUSPENDED (Plan Section 4.1(c)) (optional)
a. [ ] This is a frozen Plan (i.e., all contributions cease) (if this is a temporary suspension, select a.2):
1. [ ] All contributions ceased as of, or prior to, the effective date of this amendment and restatement and the prior Plan provisions are not reflected in this Adoption Agreement (may enter effective date at 3. below and/or select prior contributions at h. - k. (optionalj. – q. below(optional), skip questions 13-19 and 23-3032)
2. [ ] All contributions ceased or were suspended and the prior Plan provisions are reflected in this Adoption Agreement (must enter effective date at 3. below and select contributions at b. - g.i.)
3. [ ] as of (effective date is optional unless a.2. has been selected above or this is the amendment or restatement to freeze the Plan). CURRENT CONTRIBUTIONS The Plan permits the following contributions (select one or more):
b. [ ] Employer contributions other than matching Elective Deferrals (Questions 24-Question 25). Also select below if ▇▇▇▇ Elective Deferrals are permitted.
1. [ ] ▇▇▇▇ Elective Deferrals (Plan Section 1.73)
a. [ ] Special Effective Date for ▇▇▇▇ Elective Deferrals (choose if applicable) (select if ▇▇▇▇ deferrals added in addition to and after Elective Deferrals) c. [ ] 401(k) "ADP test safe harbor contributions" (Question 28)
1. [ ] This Plan qualifies as a Social Security Replacement Plan 401(k) "ADP test safe harbor contributions" (Question 24.e. must be selectedother than QACA "ADP test safe harbor contributions") (Match, Nonelective)
c. 2. [ ] Employer matching contributions (Questions 26-28)
d. [ ] Mandatory Employee contributions (Question 30)
e. [ ] After-tax voluntary Employee QACA "ADP test safe harbor contributions
f. [ ] Rollover contributions (Question 36)
g. [ ] Student Loan Repayment Program (SLRP). See Plan Section 4.3(g) and Appendix B. (may not elect this option if the Employer offers student loans to its Employees) PRIOR CONTRIBUTIONS The Plan used to permit, but no longer does, the following contributions (choose all that apply, if any):
h. [ ] Employer matching contributions
i. [ ] Employer contributions other than matching contributions
j. [ ] Rollover contributions k. [ ] After-tax voluntary Employee contributions ELIGIBILITY REQUIREMENTS"
Appears in 1 contract
Sources: Adoption Agreement
CONTRIBUTION TYPES. The selections made below must correspond with the selections made under the Contributions and Allocations Section of this Adoption Agreement. FROZEN PLAN OR CONTRIBUTIONS HAVE BEEN SUSPENDED (Plan Section 4.1(c)) (optional)
a. [ ] This is a frozen Plan (i.e., all contributions cease) (if this is a temporary suspension, select a.2):
1. [ ] All contributions ceased as of, or prior to, the effective date of this amendment and restatement and the prior Plan provisions are not reflected in this Adoption Agreement (may enter effective date at 3. below and/or select prior contributions at h. - k. ej. – fq. below (optional), skip questions 13-19 and 23-3032)
2. [ ] All contributions ceased or were suspended and the prior Plan provisions are reflected in this Adoption Agreement (must enter effective date at 3. below and select contributions e. and/or f. belowcontributions at b. - g.i.)
3. [ ] as of (effective date is optional unless a.2. has been selected above or this is the amendment or restatement to freeze the Plan). CURRENT CONTRIBUTIONS The Plan permits the following contributions (select one or more):
b. [ ] Employer contributions other than matching Elective Deferrals (Questions 24-Question 25). Also select below if ▇▇▇▇ Elective Deferrals are permitted.
1. [ ] ▇▇▇▇ Elective Deferrals (Plan Section 1.73)
a. [ ] Special Effective Date for ▇▇▇▇ Elective Deferrals (choose if applicable) c. [ ] 401(k) "ADP test safe harbor contributions" (Question 28)
1. [ ] This Plan qualifies as a Social Security Replacement Plan 401(k) "ADP test safe harbor contributions" (Question 24.e. must be selectedother than QACA "ADP test safe harbor contributions") (Match, Nonelective)
c. 2. [ ] Employer matching contributions (Questions 26-28)
d. [ ] Mandatory Employee contributions (Question 30)
e. [ ] After-tax voluntary Employee QACA "ADP test safe harbor contributions
f. [ ] Rollover contributions (Question 36)
g. [ ] Student Loan Repayment Program (SLRP). See Plan Section 4.3(g) and Appendix B. (may not elect this option if the Employer offers student loans to its Employees) PRIOR CONTRIBUTIONS The Plan used to permit, but no longer does, the following contributions (choose all that apply, if any):
h. [ ] Employer matching contributions
i. [ ] Employer contributions other than matching contributions
j. [ ] Rollover contributions k. [ ] After-tax voluntary Employee contributions ELIGIBILITY REQUIREMENTS"
Appears in 1 contract
Sources: Adoption Agreement
CONTRIBUTION TYPES. The selections made below must correspond with the selections made under the Contributions and Allocations Section of this Adoption Agreement. FROZEN PLAN OR CONTRIBUTIONS HAVE BEEN SUSPENDED (Plan Section 4.1(c)) (optional)
a. [ ] This is a frozen Plan (i.e., all contributions cease) (if this is a temporary suspension, select a.2):
1. [ ] All contributions ceased as of, or prior to, the effective date of this amendment and restatement and the prior Plan provisions are not reflected in this Adoption Agreement (may enter effective date at 3. below and/or select prior contributions at h. - k. (optionalij. – oq. below(optional), skip questions 13-19 and 23-3032)
2. [ ] All contributions ceased or were suspended and the prior Plan provisions are reflected in this Adoption Agreement (must enter effective date at 3. below and select contributions at b. - g.hi.)
3. [ ] as of (effective date is optional unless a.2. has been selected above or this is the amendment or restatement to freeze the Plan). CURRENT CONTRIBUTIONS The Plan permits the following contributions (select one or more):
b. [ ] Employer contributions other than matching Elective Deferrals (Questions 24-Question 25). Also select below if ▇▇▇▇ Elective Deferrals are permitted.
1. [ ] ▇▇▇▇ Elective Deferrals (Plan Section 1.753)
a. [ ] Special Effective Date for ▇▇▇▇ Elective Deferrals (choose if applicable) DRAFT - 1/24/19 c. [ ] 401(k) "ADP test safe harbor contributions" (Question 28)
1. [ ] This Plan qualifies as a Social Security Replacement Plan 401(k) "ADP test safe harbor contributions" (Question 24.e. must be selectedother than QACA "ADP test safe harbor contributions") (Match, Nonelective)
c. 2. [ ] QACA "ADP test safe harbor contributions"
d. [ ] Employer matching contributions (Questions 26-28)
d. [ ] Mandatory Employee contributions (Question 3029)
e. [ ] AfterEmployer Nonelective contributions (includes Employer Stock Bonus Profit Sharing contributions, Money Purchase Pension Plan contributions and/or "prevailing wage contributions") (Questions 30-tax voluntary Employee contributions31)
f. [ ] Rollover contributions (Question 3643)
g. [ ] Student Loan Repayment Program (SLRP). See Plan Section 4.3(g) and Appendix B. (may not elect this option if the Employer offers student loans to its Employees) PRIOR CONTRIBUTIONS The Plan used to permit, but no longer does, the following contributions (choose all that apply, if any):
h. [ ] Employer matching contributions
i. [ ] Employer contributions other than matching contributions
j. [ ] Rollover contributions k. [ ] After-tax voluntary Employee contributions ELIGIBILITY REQUIREMENTS(Question 44)
h. [ ] SIMPLE 401(k) contributions (Plan Section 13.1) (may not be selected with 12.c., 12.d., 12.e. or 12.g.)
Appears in 1 contract
Sources: Adoption Agreement
CONTRIBUTION TYPES. The selections made below must correspond with the selections made under the Contributions and Allocations Section of this Adoption Agreement. FROZEN PLAN OR CONTRIBUTIONS HAVE BEEN SUSPENDED (Plan Section 4.1(c)) (optional)
a. [ ] This is a frozen Plan (i.e., all contributions cease) (if this is a temporary suspension, select a.2):
1. [ ] All contributions ceased as of, or prior to, the effective date of this amendment and restatement and the prior Plan provisions are not reflected in this Adoption Agreement (may enter effective date at 3. below and/or select prior contributions at h. - k. m. (optional), skip questions 1312-19 18 and 2322-30)
2. [ ] All contributions ceased or were suspended and the prior Plan provisions are reflected in this Adoption Agreement (must enter effective date at 3. below and select contributions at b. - g.f.)
3. [ ] as of (effective date is optional unless a.2. has been selected above or this is the amendment or restatement to freeze the Plan). CURRENT CONTRIBUTIONS The Plan permits the following contributions (select one or more):
b. [ [X] Employer contributions other than matching (Questions 24-25)
1. [ ] This Plan qualifies as a Social Security Replacement Plan (Question 24.e. must be selected)
c. [ ] Employer matching contributions (Questions 2627-28)
d. [ [X] Mandatory Employee contributions (Question 30)
e. [ ] After-tax voluntary Employee contributions
f. [ [X] Rollover contributions (Question 36)
g. [ ] Student Loan Repayment Program Grandfathered 401(k) Contributions adopted by the governmental entity before May 6, 1986 (SLRPQuestion 26). See Also select below if ▇▇▇▇ Elective Deferrals are permitted.
1. [ ] ▇▇▇▇ Elective Deferrals (Plan Section 4.3(g1.56)
a. [ ] Special Effective Date for ▇▇▇▇ Elective Deferrals (choose if applicable) and Appendix B. (may not elect this option select if ▇▇▇▇ deferrals added after the Employer offers student loans to its EmployeesEffective Date) PRIOR CONTRIBUTIONS The Plan used to permit, but no longer does, the following contributions (choose all that apply, if any):
h. [ ] Employer matching contributions
i. [ ] Employer contributions other than matching contributions
j. [ ] Rollover contributions contributions
k. [ ] After-tax voluntary Employee contributions ELIGIBILITY REQUIREMENTScontributions
l. [ ] Pre-tax Elective Deferrals m. [ ] ▇▇▇▇ Elective Deferrals
Appears in 1 contract
Sources: Adoption Agreement