{"component": "clause", "props": {"groups": [{"snippet": "Excess Amount shall have the meaning set forth in Paragraph 12.", "size": 8, "samples": [{"hash": "R0BIxtl8g1", "uri": "/contracts/R0BIxtl8g1#excess-amount", "label": "Advisory Agreement (StratCap Digital Infrastructure REIT, Inc.)", "score": 36.0773429871, "published": true}, {"hash": "5MN032DA1JL", "uri": "/contracts/5MN032DA1JL#excess-amount", "label": "Advisory Agreement (Strategic Wireless Infrastructure Fund Ii, Inc.)", "score": 35.1163597107, "published": true}, {"hash": "eAjOBsLvY2b", "uri": "/contracts/eAjOBsLvY2b#excess-amount", "label": "Advisory Agreement (Strategic Wireless Infrastructure Fund Ii, Inc.)", "score": 33.2765235901, "published": true}], "snippet_links": [{"key": "paragraph-12", "type": "clause", "offset": [50, 62]}], "hash": "db4f3fad27314951427ea8137dbc0172", "id": 7}, {"snippet": "I. If the Tobacco Product Manufacturer establishes that the amount required to be placed into escrow in a particular Sales Year for the applicable Beneficiary State was, depending on the law of such Beneficiary State, greater than either: (aa) that State\u2019s allocable share of the total payments that the Tobacco Product Manufacturer would have been required to make in that year had it been a Participating Manufacturer under the MSA (as determined pursuant to section IX(i)(2) of the MSA, and before any adjustments or offsets described in Section IX(i)(3) of that Agreement other than the Inflation Adjustment); or (bb) the MSA payments, as determined pursuant to Section IX(i)(1) of that Agreement including after final determination of all adjustments, that the Tobacco Product Manufacturer would have been required to make on account of such Units Sold in the Beneficiary State had it been a Participating Manufacturer under the MSA (in either case the difference being referred to herein as the \u201cExcess Amount\u201d), such Excess Amount shall be released and revert back to the Tobacco Product Manufacturer. This withdrawal is calculated based upon Sales Year, not Deposit Date.\nII. To the extent established, the Escrow Agent shall pay the Excess Amount to the Tobacco Product Manufacturer upon the joint written instruction of the Tobacco Product Manufacturer and the Attorney General or the Attorney General\u2019s Designee of the applicable Beneficiary State as set forth in Section 6 or upon entry of a final binding, non-appealable order of a court of competent jurisdiction handling such matter after any appeal or any right of appeal has been exhausted.\nIII. The Tobacco Product Manufacturer shall submit in writing to the Attorney General for the applicable Beneficiary State the Tobacco Product Manufacturer\u2019s calculation establishing the Excess Amount. If the applicable Beneficiary State and the Tobacco Product Manufacturer cannot agree on the existence of an Excess Amount or the calculation of the Excess Amount, the dispute shall be resolved in a court of competent jurisdiction located in the applicable Beneficiary State, or if the laws of any Beneficiary State so require, then under the applicable Administrative Procedures Act of that Beneficiary State.", "size": 10, "samples": [{"hash": "sNuvex6iF0", "uri": "/contracts/sNuvex6iF0#excess-amount", "label": "Tobacco Escrow Agreement", "score": 35.0180587769, "published": true}, {"hash": "jvR3WK3iQOK", "uri": "/contracts/jvR3WK3iQOK#excess-amount", "label": "Escrow Agreement", "score": 34.2474937439, "published": true}, {"hash": "i1cO6zqJPfQ", "uri": "/contracts/i1cO6zqJPfQ#excess-amount", "label": "Tobacco Escrow Agreement", "score": 31.0132904053, "published": true}], "snippet_links": [{"key": "tobacco-product-manufacturer", "type": "definition", "offset": [10, 38]}, {"key": "amount-required", "type": "clause", "offset": [60, 75]}, {"key": "sales-year", "type": "definition", "offset": [117, 127]}, {"key": "the-applicable", "type": "clause", "offset": [132, 146]}, {"key": "beneficiary-state", "type": "definition", "offset": [147, 164]}, {"key": "depending-on-the", "type": "clause", "offset": [170, 186]}, {"key": "allocable-share", "type": "definition", "offset": [257, 272]}, {"key": "total-payments", "type": "clause", "offset": [280, 294]}, {"key": "participating-manufacturer", "type": "definition", "offset": [393, 419]}, {"key": "the-msa", "type": "definition", "offset": [426, 433]}, {"key": "pursuant-to-section", "type": "definition", "offset": [449, 468]}, {"key": "inflation-adjustment", "type": "definition", "offset": [591, 611]}, {"key": "msa-payments", "type": "definition", "offset": [626, 638]}, {"key": "determination-of", "type": "clause", "offset": [723, 739]}, {"key": "units-sold", "type": "definition", "offset": [847, 857]}, {"key": "the-beneficiary", "type": "definition", "offset": [861, 876]}, {"key": "revert-back", "type": "clause", "offset": [1060, 1071]}, {"key": "deposit-date", "type": "definition", "offset": [1166, 1178]}, {"key": "to-the-extent", "type": "clause", "offset": [1184, 1197]}, {"key": "escrow-agent-shall", "type": "clause", "offset": [1215, 1233]}, {"key": "the-excess", "type": "clause", "offset": [1238, 1248]}, {"key": "joint-written-instruction", "type": "clause", "offset": [1301, 1326]}, {"key": "the-attorney-general", "type": "definition", "offset": [1367, 1387]}, {"key": "in-section-6", "type": "clause", "offset": [1472, 1484]}, {"key": "upon-entry", "type": "clause", "offset": [1488, 1498]}, {"key": "order-of", "type": "clause", "offset": [1534, 1542]}, {"key": "court-of-competent-jurisdiction", "type": "clause", "offset": [1545, 1576]}, {"key": "right-of-appeal", "type": "clause", "offset": [1622, 1637]}, {"key": "in-writing", "type": "definition", "offset": [1709, 1719]}, {"key": "calculation-of-the", "type": "clause", "offset": [1990, 2008]}, {"key": "the-dispute", "type": "clause", "offset": [2024, 2035]}, {"key": "located-in", "type": "definition", "offset": [2091, 2101]}, {"key": "the-laws", "type": "definition", "offset": [2142, 2150]}, {"key": "administrative-procedures-act", "type": "definition", "offset": [2214, 2243]}], "hash": "abe17b326073a6a6d64f5f75237c97f9", "id": 4}, {"snippet": "The \"Excess Amount\" is the excess of what would otherwise be a Participant's Annual Addition for the Limitation Year over the Maximum Permissible Amount. If at the end of a Limitation Year when the Maximum Permissible Amount is determined on the basis of the Participant's actual Compensation for the year, an Excess Amount results, the Excess Amount will be deemed to consist of the portion of the Annual Addition last allocated, except that the portion of the Annual Addition attributable to a welfare benefit fund will be deemed to have been allocated first regardless of the actual allocation date.", "size": 7, "samples": [{"hash": "6hU4IAFHJY2", "uri": "/contracts/6hU4IAFHJY2#excess-amount", "label": "401(k) Plan Adoption Agreement (United States Lime & Minerals Inc)", "score": 18.0, "published": true}, {"hash": "4pKxgT2qIDJ", "uri": "/contracts/4pKxgT2qIDJ#excess-amount", "label": "Prototype 401(k) Plan (Associated Estates Realty Corp)", "score": 18.0, "published": true}, {"hash": "4VspouPhAng", "uri": "/contracts/4VspouPhAng#excess-amount", "label": "401(k) Plan Adoption Agreement (Tro Learning Inc)", "score": 18.0, "published": true}], "snippet_links": [{"key": "the-excess", "type": "clause", "offset": [23, 33]}, {"key": "a-participant", "type": "definition", "offset": [61, 74]}, {"key": "annual-addition", "type": "definition", "offset": [77, 92]}, {"key": "limitation-year", "type": "definition", "offset": [101, 116]}, {"key": "maximum-permissible-amount", "type": "clause", "offset": [126, 152]}, {"key": "at-the-end-of", "type": "clause", "offset": [157, 170]}, {"key": "basis-of", "type": "clause", "offset": [246, 254]}, {"key": "the-participant", "type": "clause", "offset": [255, 270]}, {"key": "the-year", "type": "definition", "offset": [297, 305]}, {"key": "consist-of", "type": "clause", "offset": [369, 379]}, {"key": "the-annual", "type": "clause", "offset": [395, 405]}, {"key": "welfare-benefit-fund", "type": "definition", "offset": [496, 516]}, {"key": "allocation-date", "type": "clause", "offset": [586, 601]}], "hash": "94eabf00e2a552595de6089f3c3236ea", "id": 8}, {"snippet": "The excess of the Member\u2019s annual additions for the limitation year over the maximum permissible amount.", "size": 6, "samples": [{"hash": "kUsqWZfIkMg", "uri": "/contracts/kUsqWZfIkMg#excess-amount", "label": "Adoption Agreement (Northeast Community Bancorp Inc)", "score": 21.0, "published": true}, {"hash": "gOmc9FYrrvC", "uri": "/contracts/gOmc9FYrrvC#excess-amount", "label": "Adoption Agreement (Newport Bancorp Inc)", "score": 21.0, "published": true}, {"hash": "dOFs5vj28Ck", "uri": "/contracts/dOFs5vj28Ck#excess-amount", "label": "Adoption Agreement (Ottawa Savings Bancorp, Inc.)", "score": 21.0, "published": true}], "snippet_links": [{"key": "the-excess", "type": "clause", "offset": [0, 10]}, {"key": "the-member", "type": "definition", "offset": [14, 24]}, {"key": "annual-additions", "type": "definition", "offset": [27, 43]}, {"key": "limitation-year", "type": "definition", "offset": [52, 67]}, {"key": "maximum-permissible-amount", "type": "clause", "offset": [77, 103]}], "hash": "bc966f9594a87c0fa01a8648219711ac", "id": 10}, {"snippet": "The excess of the Participant's Annual Additions for the Limitation Year over the Maximum Permissible Amount.", "size": 49, "samples": [{"hash": "jqvDijgHk3P", "uri": "/contracts/jqvDijgHk3P#excess-amount", "label": "Individual 401(k) Plan Purchase Agreement", "score": 26.2142181396, "published": true}, {"hash": "lHaNTs5Pzvu", "uri": "/contracts/lHaNTs5Pzvu#excess-amount", "label": "Employer Sponsored Plan Account Agreement", "score": 24.8225955963, "published": true}, {"hash": "eEcFI7ij8Aw", "uri": "/contracts/eEcFI7ij8Aw#excess-amount", "label": "Employer Sponsored Plan Account Agreement", "score": 22.950717926, "published": true}], "snippet_links": [{"key": "the-excess", "type": "clause", "offset": [0, 10]}, {"key": "the-participant", "type": "clause", "offset": [14, 29]}, {"key": "annual-additions", "type": "definition", "offset": [32, 48]}, {"key": "limitation-year", "type": "definition", "offset": [57, 72]}, {"key": "maximum-permissible-amount", "type": "clause", "offset": [82, 108]}], "hash": "3034b72b118b031cd20925b129e62793", "id": 1}, {"snippet": "Excess Amount shall have the meaning set forth in Section 13. Expense Year. Expense Year shall have the meaning set forth in Section 13.", "size": 33, "samples": [{"hash": "4v4vmv3wY9l", "uri": "/contracts/4v4vmv3wY9l#excess-amount", "label": "Advisory Agreement (JLL Income Property Trust, Inc.)", "score": 36.7645448323, "published": true}, {"hash": "j0R2ZLBU0ad", "uri": "/contracts/j0R2ZLBU0ad#excess-amount", "label": "Advisory Agreement (Jones Lang LaSalle Income Property Trust, Inc.)", "score": 21.7405891418, "published": true}, {"hash": "d1fWBnEiM8E", "uri": "/contracts/d1fWBnEiM8E#excess-amount", "label": "Advisory Agreement (Jones Lang LaSalle Income Property Trust, Inc.)", "score": 21.7186851501, "published": true}], "snippet_links": [{"key": "section-13", "type": "definition", "offset": [50, 60]}, {"key": "expense-year", "type": "clause", "offset": [62, 74]}], "hash": "241b936e84e1adce571430058223daf2", "id": 2}, {"snippet": "The term \"Excess Amount\" means, in the case of a 403(b) Plan, any contributions or allocations that are in excess of the limits under \u00a7 415 or \u00a7 403(b)(2)(the exclusion allowance limit) for the year.", "size": 11, "samples": [{"hash": "5WySelvr4N8", "uri": "/contracts/5WySelvr4N8#excess-amount", "label": "Employee Plans Compliance Resolution System", "score": 30.0772666931, "published": true}, {"hash": "fG693lKSmIZ", "uri": "/contracts/fG693lKSmIZ#excess-amount", "label": "Rev. 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In addition, the term \u201cExcess Amount\u201d includes (for all plan years) any distributions required to ensure that the plan complies with the applicable requirements of \u00a7 403(b).", "size": 9, "samples": [{"hash": "7GMcLzWMa3F", "uri": "/contracts/7GMcLzWMa3F#excess-amount", "label": "Revenue Procedure", "score": 28.3390369415, "published": true}, {"hash": "jpqFQDnZuHE", "uri": "/contracts/jpqFQDnZuHE#excess-amount", "label": "Revenue Procedure", "score": 18.0, "published": true}, {"hash": "hu9bpWeWrSV", "uri": "/contracts/hu9bpWeWrSV#excess-amount", "label": "Closing Agreements", "score": 18.0, "published": true}], "snippet_links": [{"key": "the-term", "type": "definition", "offset": [0, 8]}, {"key": "to-ensure", "type": "clause", "offset": [51, 60]}, {"key": "the-plan", "type": "clause", "offset": [66, 74]}, {"key": "the-requirements", "type": "clause", "offset": [85, 101]}, {"key": "for-plan-years", "type": "clause", "offset": [138, 152]}, {"key": "prior-to", "type": 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"the-excess", "type": "clause", "offset": [20, 30]}, {"key": "the-participant", "type": "clause", "offset": [34, 49]}, {"key": "limitation-year", "type": "definition", "offset": [77, 92]}, {"key": "annual-additions-limit", "type": "clause", "offset": [102, 124]}], "hash": "1aec5f8b3600073ad6eb09f02a6fb1b3", "id": 6}, {"snippet": "The term \"Excess Amount\" means (a) an Overpayment, (b) an elective deferral or employee after-tax contribution returned to satisfy \u00a7 415, (c) an elective deferral in excess of the limitation of \u00a7 402(g) that is distributed, (d) an excess contribution or excess aggregate contribution that is distributed to satisfy \u00a7 401(k) or \u00a7 401(m), (e) an elective deferral that is distributed to satisfy the limitation of \u00a7 401(a)(17), or (f) any similar amount that is required to be distributed in order to maintain plan qualification.", "size": 6, "samples": [{"hash": "7GMcLzWMa3F", "uri": "/contracts/7GMcLzWMa3F#excess-amount", "label": "Revenue 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Amount of Any Gain", "Total Realized Loss (or Amount of Any Gain"], ["excess-cash", "Excess Cash", "Excess Cash"], ["excess-sales", "Excess Sales", "Excess Sales"]], "related_snippets": [], "updated": "2025-10-10T06:02:27+00:00", "also_ask": ["How can the definition of 'Excess Amount' be strategically narrowed or broadened during negotiations?", "What essential elements must be included to ensure the 'Excess Amount' clause is enforceable and unambiguous?", "What are the primary risks or loopholes that could undermine the effectiveness of the 'Excess Amount' provision?", "How does the treatment of 'Excess Amount' in this agreement compare to industry standards or similar contracts?", "What legal precedents or tests do courts apply when interpreting or enforcing 'Excess Amount' clauses?"], "drafting_tip": "Define 'Excess Amount' precisely to avoid ambiguity; specify calculation method to ensure consistency; state payment terms to prevent disputes.", "explanation": "The Excess Amount clause defines the threshold above which a party\u2019s liability or responsibility for losses, claims, or payments begins. In practice, this means that the party is not liable for any amounts up to the specified excess; only amounts exceeding this threshold are covered or reimbursed. For example, in an insurance context, the insured must bear losses up to the excess amount before the insurer pays out. This clause\u2019s core function is to allocate risk by ensuring that minor losses are absorbed by one party, typically to reduce administrative costs and discourage small claims."}, "json": true, "cursor": ""}}