{"component": "clause", "props": {"groups": [{"samples": [{"hash": "lI7sW31QFvH", "uri": "/contracts/lI7sW31QFvH#contribution-allocation", "label": "Defined Contribution Master Plan and Trust Agreement (Sonic Corp)", "score": 18.0, "published": true}, {"hash": "iBdeiOuQpqc", "uri": "/contracts/iBdeiOuQpqc#contribution-allocation", "label": "Retirement Savings Plan (Capital Holdings Inc)", "score": 18.0, "published": true}, {"hash": "hXwdB6sAmHj", "uri": "/contracts/hXwdB6sAmHj#contribution-allocation", "label": "Retirement Savings Plan Adoption Agreement (Autobytel Com Inc)", "score": 18.0, "published": true}], "size": 57, "snippet": "The Advisory Committee will allocate deferral contributions, matching contributions, qualified nonelective contributions and nonelective contributions in accordance with Section 14.06 and the elections under this Adoption Agreement Section 3.04.\nPART I. [OPTIONS (a) THROUGH (d)].", "snippet_links": [{"key": "the-advisory-committee", "type": "clause", "offset": [0, 22]}, {"key": "deferral-contributions", "type": "clause", "offset": [37, 59]}, {"key": "matching-contributions", "type": "clause", "offset": [61, 83]}, {"key": "qualified-nonelective-contributions", "type": "definition", "offset": [85, 120]}, {"key": "in-accordance-with", "type": "definition", "offset": [151, 169]}, {"key": "agreement-section", "type": "clause", "offset": [222, 239]}], "hash": "98a633beb21b2f91941346cf21d7958f", "id": 1}, {"samples": [{"hash": "e91PKdHmJ3m", "uri": "/contracts/e91PKdHmJ3m#contribution-allocation", "label": "Defined Contribution Master Plan and Trust Agreement (Recovery Engineering Inc)", "score": 18.0, "published": true}, {"hash": "5Y6yaGR8QHt", "uri": "/contracts/5Y6yaGR8QHt#contribution-allocation", "label": "Defined Contribution Master Plan and Trust Agreement (Dollar Thrifty Automotive Group Inc)", "score": 18.0, "published": true}], "size": 22, "snippet": "3.01 3.05 Forfeiture Allocation.....................................3.03 3.06", "snippet_links": [{"key": "forfeiture-allocation", "type": "clause", "offset": [10, 31]}], "hash": "08d2734c7fba660bfd13da08caa235de", "id": 2}, {"samples": [{"hash": "lKbnOeRkASH", "uri": "/contracts/lKbnOeRkASH#contribution-allocation", "label": "Adoption Agreement (Paychex Inc)", "score": 18.0, "published": true}, {"hash": "i3uVt9unfHL", "uri": "/contracts/i3uVt9unfHL#contribution-allocation", "label": "Adoption Agreement (Washington Homes Inc)", "score": 18.0, "published": true}, {"hash": "8KXUnwkJPb5", "uri": "/contracts/8KXUnwkJPb5#contribution-allocation", "label": "Adoption Agreement (Hub Group Inc)", "score": 18.0, "published": true}], "size": 18, "snippet": "The Advisory Committee will allocate deferral contributions, matching contributions, qualified nonelective contributions and nonelective contributions in accordance with Section 14.06 and the elections under this Adoption Agreement Section 3.04. Part I. [Options (a) through (d)]. Special Accounting Elections. (Choose whichever elections are applicable to the Employer's Plan)\n(a) Matching Contributions Account. The Advisory Committee will allocate matching contributions to a Participant's: (Choose (1) or (2); (3) is available only in addition to (1)) [X] (1) Regular Matching Contributions Account.", "snippet_links": [{"key": "the-advisory-committee", "type": "clause", "offset": [0, 22]}, {"key": "deferral-contributions", "type": "clause", "offset": [37, 59]}, {"key": "qualified-nonelective-contributions", "type": "definition", "offset": [85, 120]}, {"key": "in-accordance-with", "type": "definition", "offset": [151, 169]}, {"key": "agreement-section", "type": "clause", "offset": [222, 239]}, {"key": "special-accounting-elections", "type": "clause", "offset": [281, 309]}, {"key": "to-the-employer", "type": "clause", "offset": [354, 369]}, {"key": "matching-contributions-account", "type": "definition", "offset": [382, 412]}, {"key": "to-a-participant", "type": "clause", "offset": [474, 490]}, {"key": "in-addition-to", "type": "clause", "offset": [536, 550]}, {"key": "regular-matching-contributions", "type": "clause", "offset": [564, 594]}], "hash": "d2dac70018aaf795358af71a5d95983f", "id": 3}, {"samples": [{"hash": "lOWiXRTaFcP", "uri": "/contracts/lOWiXRTaFcP#contribution-allocation", "label": "Adoption Agreement (Invesco Multiple Asset Funds Inc)", "score": 18.0, "published": true}, {"hash": "fx1uqtCsqwf", "uri": "/contracts/fx1uqtCsqwf#contribution-allocation", "label": "Adoption Agreement (Invesco Income Funds Inc)", "score": 18.0, "published": true}, {"hash": "fWL73vDIOBy", "uri": "/contracts/fWL73vDIOBy#contribution-allocation", "label": "Adoption Agreement (Invesco Capital Appreciation Funds Inc)", "score": 18.0, "published": true}], "size": 12, "snippet": "Allocation formula. The primary allocation formulas are in Options (a), (b), (c) and (d). Option\n(a) is a Nonintegrated formula and allocates the employer contribution proportionate to total compensation. Options (b), (c) and (d) are alternatives for integrated plans. Usually option (a)", "snippet_links": [{"key": "allocation-formulas", "type": "clause", "offset": [32, 51]}, {"key": "in-options", "type": "clause", "offset": [56, 66]}, {"key": "employer-contribution", "type": "clause", "offset": [146, 167]}, {"key": "total-compensation", "type": "clause", "offset": [185, 203]}], "hash": "ce11f1f3b604b757682306c15d103e0e", "id": 4}, {"samples": [{"hash": "jcPwrtKcOuD", "uri": "/contracts/jcPwrtKcOuD#contribution-allocation", "label": "Adoption Agreement (Invesco Industrial Income Fund Inc)", "score": 18.0, "published": true}, {"hash": "ijgfAP9sW6D", "uri": "/contracts/ijgfAP9sW6D#contribution-allocation", "label": "Adoption Agreement (Invesco Capital Appreciation Funds Inc)", "score": 18.0, "published": true}, {"hash": "gjdeNNngmQa", "uri": "/contracts/gjdeNNngmQa#contribution-allocation", "label": "Adoption Agreement (Invesco Multiple Asset Funds Inc)", "score": 18.0, "published": true}], "size": 8, "snippet": "There are two approaches for allocating (dividing up) the contribution to participants. Option (a) mirrors the contribution formula chosen in Section 3.01. Option\n(a) must be chosen if the employer chose either integrated contribution formula 3.01(a) or (b) of if the employer chose 3.01(d)(2) or (d)(3).\n(b) allows the employer to take a \"profit sharing\" approach to allocating the contribution if the employer chose a fixed percentage or amount in Section 3.01. Under option (b) the employer has the choice of pro-rate (nonintegrated) or a two-tiered integrated formula.\n(c) is available only in addition to options (a) and (b). Option", "snippet_links": [{"key": "the-contribution", "type": "clause", "offset": [54, 70]}, {"key": "contribution-formula", "type": "clause", "offset": [111, 131]}, {"key": "the-employer", "type": "definition", "offset": [185, 197]}, {"key": "profit-sharing", "type": "definition", "offset": [340, 354]}, {"key": "fixed-percentage", "type": "definition", "offset": [420, 436]}, {"key": "under-option", "type": "definition", "offset": [464, 476]}, {"key": "integrated-formula", "type": "clause", "offset": [553, 571]}, {"key": "in-addition-to", "type": "clause", "offset": [595, 609]}], "hash": "4edb5ee67df681d18dd1623b07fcfe7d", "id": 5}, {"samples": [{"hash": "cq3D4coxA5F", "uri": "/contracts/cq3D4coxA5F#contribution-allocation", "label": "Defined Contribution Prototype Plan and Trust Agreement (Goodmark Foods Inc)", "score": 18.0, "published": true}, {"hash": "6hhtSH0s7t1", "uri": "/contracts/6hhtSH0s7t1#contribution-allocation", "label": "Defined Contribution Master Plan and Trust Agreement (Horizon Health Corp /De/)", "score": 18.0, "published": true}], "size": 7, "snippet": "3.01 3.05 Forfeiture Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.03 3.06", "snippet_links": [{"key": "forfeiture-allocation", "type": "clause", "offset": [10, 31]}], "hash": "06e76c3d4b766dd7f9b7e8ca534649d8", "id": 6}, {"samples": [{"hash": "lGcLfwwL7CR", "uri": "/contracts/lGcLfwwL7CR#contribution-allocation", "label": "401(k) Plan Adoption Agreement (Americas Carmart Inc)", "score": 21.0, "published": true}, {"hash": "avDdMKDyLFj", "uri": "/contracts/avDdMKDyLFj#contribution-allocation", "label": "Employee 401(k) Plan (Trimeris Inc)", "score": 21.0, "published": true}, {"hash": "2pRHiejVgpp", "uri": "/contracts/2pRHiejVgpp#contribution-allocation", "label": "401(k) Plan Adoption Agreement (Americas Carmart Inc)", "score": 21.0, "published": true}], "size": 6, "snippet": "For contribution allocations under Article III.", "snippet_links": [{"key": "contribution-allocations", "type": "clause", "offset": [4, 28]}, {"key": "article-iii", "type": "clause", "offset": [35, 46]}], "hash": "4ad977b2822893938ccf94eedc18a6e2", "id": 7}, {"samples": [{"hash": "fItukodOUij", "uri": "/contracts/fItukodOUij#contribution-allocation", "label": "Adoption Agreement (Modine Manufacturing Co)", "score": 18.0, "published": true}, {"hash": "cVeyMvWLrKH", "uri": "/contracts/cVeyMvWLrKH#contribution-allocation", "label": "Adoption Agreement (Modine Manufacturing Co)", "score": 18.0, "published": true}, {"hash": "4G0TcZHXLHX", "uri": "/contracts/4G0TcZHXLHX#contribution-allocation", "label": "Adoption Agreement (Modine Manufacturing Co)", "score": 18.0, "published": true}], "size": 4, "snippet": "The Advisory Committee will allocate ----------------------- deferral contributions, matching contributions, qualified nonelective contributions and nonelective contributions in accordance with Section 14.06 and the elections under this Adoption Agreement Section 3.04. Part I. [Options (a) through (d)]. Special Accounting Elections. (Choose whichever elections are applicable to the Employer's Plan)\n(a) Matching Contributions Account. The Advisory Committee will allocate matching contributions to a Participant's: (Choose (1) or (2); (3) is available only in addition to (1))\n(1) Regular Matching Contributions Account.\n(2) Qualified Matching Contributions Account.\n(3) Except, matching contributions under Option(s) ------------ of Adoption Agreement Section 3.01 are allocable to the Qualified Matching Contributions Account.", "snippet_links": [{"key": "the-advisory-committee", "type": "clause", "offset": [0, 22]}, {"key": "deferral-contributions", "type": "clause", "offset": [61, 83]}, {"key": "qualified-nonelective-contributions", "type": "definition", "offset": [109, 144]}, {"key": "in-accordance-with", "type": "definition", "offset": [175, 193]}, {"key": "agreement-section", "type": "clause", "offset": [246, 263]}, {"key": "special-accounting-elections", "type": "clause", "offset": [305, 333]}, {"key": "to-the-employer", "type": "clause", "offset": [378, 393]}, {"key": "to-a-participant", "type": "clause", "offset": [498, 514]}, {"key": "in-addition-to", "type": "clause", "offset": [560, 574]}, {"key": "regular-matching-contributions", "type": "clause", "offset": [584, 614]}, {"key": "qualified-matching-contributions-account", "type": "clause", "offset": [628, 668]}, {"key": "the-qualified", "type": "clause", "offset": [786, 799]}], "hash": "52367597c4c8be88939641c2f00a5ae0", "id": 8}, {"samples": [{"hash": "kp2PQa6fcgO", "uri": "/contracts/kp2PQa6fcgO#contribution-allocation", "label": "Nonstandardized 401(k) Plan Adoption Agreement (Invesco Value Trust)", "score": 18.0, "published": true}, {"hash": "cJEuWJfLLVE", "uri": "/contracts/cJEuWJfLLVE#contribution-allocation", "label": "Adoption Agreement (Invesco International Funds Inc)", "score": 18.0, "published": true}], "size": 4, "snippet": "Part I - Matching Contributions. Select which account you want the matching contributions to be allocated to. The Regular Matching Account is subject to a vesting schedule. The Qualified Matching Account is always 100% vested and contributions may be used to satisfy the deferral non-discrimination test. Qualified Non-elective Contributions. Choose which participants would receive an extra contribution to help satisfy the non-discrimination test for deferrals (QNEC). For administrative convenience opton (2) is chosen.", "snippet_links": [{"key": "matching-contributions", "type": "clause", "offset": [9, 31]}, {"key": "contributions-to", "type": "clause", "offset": [76, 92]}, {"key": "allocated-to", "type": "definition", "offset": [96, 108]}, {"key": "matching-account", "type": "clause", "offset": [122, 138]}, {"key": "subject-to", "type": "definition", "offset": [142, 152]}, {"key": "vesting-schedule", "type": "definition", "offset": [155, 171]}, {"key": "qualified-matching", "type": "clause", "offset": [177, 195]}, {"key": "qualified-non", "type": "clause", "offset": [305, 318]}, {"key": "elective-contributions", "type": "definition", "offset": [319, 341]}, {"key": "the-non", "type": "clause", "offset": [421, 428]}, {"key": "administrative-convenience", "type": "clause", "offset": [475, 501]}], "hash": "699397abeab81902b492952682e22c65", "id": 9}, {"samples": [{"hash": "2pRHiejVgpp", "uri": "/contracts/2pRHiejVgpp#contribution-allocation", "label": "401(k) Plan Adoption Agreement (Americas Carmart Inc)", "score": 21.0, "published": true}], "size": 4, "snippet": "For contribution allocations under Article III. o (d) Exceptions. Except for the following Service: .\nARTICLE II ELIGIBILITY REQUIREMENTS", "snippet_links": [{"key": "contribution-allocations", "type": "clause", "offset": [4, 28]}, {"key": "article-iii", "type": "clause", "offset": [35, 46]}, {"key": "eligibility-requirements", "type": "clause", "offset": [113, 137]}], "hash": "2a69526d9f886cafa8102271e72a1744", "id": 10}], "next_curs": "CmASWmoVc35sYXdpbnNpZGVyY29udHJhY3RzcjwLEhZDbGF1c2VTbmlwcGV0R3JvdXBfdjU2IiBjb250cmlidXRpb24tYWxsb2NhdGlvbiMwMDAwMDAwYQyiAQJlbhgAIAA=", "clause": {"title": "Contribution Allocation", "size": 163, "children": [["top-heavy-minimum-allocation", "TOP HEAVY MINIMUM ALLOCATION"], ["method-of-allocation", "METHOD OF ALLOCATION"], ["special-definitions", "SPECIAL DEFINITIONS"], ["top-heavy-minimum-allocation-under-nonstandardized-plan", "TOP HEAVY MINIMUM ALLOCATION UNDER NONSTANDARDIZED PLAN"], ["no-allocations", "NO ALLOCATIONS"]], "parents": [["employer-contributions-and-forfeitures", "Employer Contributions and Forfeitures"], ["contributions-and-forfeitures", "Contributions and Forfeitures"], ["election-not-to-participate", "ELECTION NOT TO PARTICIPATE"], ["employee-participants", "Employee Participants"], ["type-of-457-plan", "Type of 457 Plan"]], "id": "contribution-allocation", "related": [["tax-allocation", "Tax Allocation", "Tax Allocation"], ["capital-contributions-capital-account-distributions-allocations", "Capital Contributions Capital Account Distributions Allocations", "Capital Contributions Capital Account Distributions Allocations"], ["allocation-of-contributions", "Allocation of Contributions", "Allocation of Contributions"], ["excess-contributions", "Excess Contributions", "Excess Contributions"], ["capital-accounts-allocations", "Capital Accounts Allocations", "Capital Accounts Allocations"]], "related_snippets": [], "updated": "2025-07-07T12:37:54+00:00", "also_ask": [], "drafting_tip": "", "explanation": "The Contribution Allocation clause defines how responsibility for payments, liabilities, or obligations is divided among parties involved in an agreement. Typically, this clause outlines the specific proportions or methods by which each party will contribute to shared costs, losses, or damages, such as in joint ventures or multi-party contracts. Its core practical function is to ensure fairness and transparency in financial or legal responsibilities, thereby preventing disputes over who is accountable for particular expenses or liabilities."}, "json": true, "cursor": ""}}