Plan Adoption Agreement Sample Contracts

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CODE §403(b) CHURCH PLAN ADOPTION AGREEMENT #004
Plan Adoption Agreement • April 20th, 2012

The following document is an Adoption Agreement for the Code §403(b) Employer Plan Document (the “plan document”). This document is not an Internal Revenue Service approved prototype and the document provider makes no guarantees or warranties, expressed or implied, regarding the tax effects of this proposed language. It is recommended that the Plan Sponsor and any participating Employer consult its own legal counsel or tax advisor regarding the adoption of this plan. This Adoption Agreement shall be considered part of the entire plan. The Plan Sponsor named below hereby establishes a Code §403(b) Plan for eligible Employees as provided in this Adoption Agreement and the accompanying Code §403(b) Plan document.

Contract
Plan Adoption Agreement • February 14th, 2013

The employer named in Section I (“Employer”) hereby establishes, or amends and restates, a retirement plan (“Plan”) for the purpose of establishing investment arrangements for its Employees pursuant to Section 403(b) of the Internal Revenue Code of 1986, as amended (“Code”).

THE EXECUTIVE NONQUALIFIED EXCESS PLAN ADOPTION AGREEMENT
Plan Adoption Agreement • May 10th, 2017 • Federal Agricultural Mortgage Corp • Federal & federally-sponsored credit agencies

THIS AGREEMENT is the adoption by Federal Agricultural Mortgage Corporation (the "Company") of the Executive Nonqualified Excess Plan ("Plan").

NTCA GROUP HEALTH PROGRAM PROTOTYPE CAFETERIA PLAN ADOPTION AGREEMENT
Plan Adoption Agreement • July 30th, 2018

a Participating Member Company in the NTCA Group Health Program, hereby adopts and agrees to become a Participating Member Company in the Cafeteria Plan, which is administered by Services Management Corporation (“SMC” or the “Contract Administrator”),

Contract
Plan Adoption Agreement • February 7th, 2022

PRE-APPROVED NON-STANDARDIZEDEXPANDED PROFIT SHARING AND MONEY PURCHASE PLAN AND 401(k) PLANADOPTION AGREEMENT #01002 The undersigned Employer hereby adopts the Provider's Pre-Approved Expanded Profit-Sharing or Money Purchase Plan or 401(k) Plan in the form of a non-standardized Plan, as set out in this Adoption Agreement and the Pre-Approved Defined Contribution Plan Document #01 and all completed Addendums, and agrees that the following definitions, elections and terms shall be part of such Plan. Where applicable, certain items have a Default Provision indicated below the item number that will apply if no election is made by the Employer. Complete the sections of this adoption agreement that correspond with the plan type you are adopting as follows: PLAN TYPE SECTIONS FOR COMPLETION Traditional 401(k) plans Parts 1, 2, 4, and 5; Addendums A2 - H Safe Harbor 401(k) plans Parts 1, 3, 4, and 5; Addendums A2 - H Profit Sharing plans Parts 1, 4, and 5; Addendums A1 - H Money Purcha

MULTIPLE EMPLOYER PLAN ADOPTION AGREEMENT
Plan Adoption Agreement • September 7th, 2011

The undersigned Client Organization of the Professional Employer Organization (PEO) Sponsoring this Plan, hereby adopts the

THE EXECUTIVE NONQUALIFIED "EXCESS" PLAN ADOPTION AGREEMENT
Plan Adoption Agreement • May 3rd, 2010 • Bridgepoint Education Inc • Services-educational services

THIS AGREEMENT is the adoption by Bridgepoint Education, Inc. (the "Company") of the Executive Nonqualified Excess Plan ("Plan").

Liberty National Life Insurance Company
Plan Adoption Agreement • March 14th, 2008

You must complete, sign, and date this Plan Adoption Agreement in order to adopt the Liberty National Life Insurance Company Premium only Plan. The Plan, once adopted, will become effective as of the date you specify in paragraph 3. Do not specify an effective date earlier than the first day of the payroll period beginning after the day on which you sign the Plan Adoption Agreement.

Contract
Plan Adoption Agreement • November 10th, 2021 • Usana Health Sciences Inc • Medicinal chemicals & botanical products

NOTE: Execution of this Adoption Agreement creates a legal liability of the Employer with significant tax consequences to the Employer and Participants. Principal Life Insurance Company disclaims all liability for the legal and tax consequences which result from the elections made by the Employer in this Adoption Agreement. Nothing set forth in this agreement or related documents may be taken or relied upon as legal, tax, investment, or accounting advice, nor as any investment recommendation. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

PMA CAPITAL CORPORATION EXECUTIVE DEFERRED COMPENSATION PLAN (As Amended and Restated Effective January 1, 1999) MARCH 2001
Plan Adoption Agreement • May 14th, 2001 • Pma Capital Corp • Fire, marine & casualty insurance • Pennsylvania

WHEREAS, PMA CAPITAL CORPORATION, a Pennsylvania corporation (the “Plan Sponsor”) (then known as the Pennsylvania Manufacturers Corporation) and certain of its affiliated employers adopted the PMA CAPITAL CORPORATION EXECUTIVE DEFERRED COMPENSATION PLAN (the “Plan”) (then known as the PMC Executive Deferred Compensation Plan) originally effective February 1, 1988, to permit their eligible executives to defer receipt of a portion of their annual compensation, provided such executives are members of a select group of management and highly compensated employees within the meaning of Section 201(2) of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”); and

THE STATE OF INDIANA DEFERRED COMPENSATION MATCHING PLAN ADOPTION AGREEMENT
Plan Adoption Agreement • October 27th, 2022

This Participating Employer □ does or □ does not have an existing defined contribution plan(s). If the Participating Employer does have one or more defined contribution plans, the Governing Body must provide the plan name and name of the provider and such other information requested by the Administrator.

NONQUALIFIED SUPPLEMENTAL DEFERRED COMPENSATION PLAN ADOPTION AGREEMENT
Plan Adoption Agreement • May 14th, 2010 • Peets Coffee & Tea Inc • Miscellaneous food preparations & kindred products

This Plan is an unfunded, nonqualified deferred compensation plan. With the consent of the Employer (as defined in subsection 2.16) the plan may be adopted by executing the Adoption Agreement (as defined in subsection 2.3) in the form attached hereto. The Plan contains certain variable features which the Employer has specified in the Adoption Agreement. Only those variable features specified by the Employer in the Adoption Agreement will be applicable to the Employer.

Contract
Plan Adoption Agreement • March 10th, 2023 • Webster Financial Corp • National commercial banks

NOTE: Execution of this Adoption Agreement creates a legal liability of the Employer with significant tax consequences to the Employer and Participants. Principal Life Insurance Company disclaims all liability for the legal and tax consequences which result from the elections made by the Employer in this Adoption Agreement.

Contract
Plan Adoption Agreement • February 22nd, 2022 • Halozyme Therapeutics, Inc. • Biological products, (no disgnostic substances)

NOTE: Execution of this Adoption Agreement creates a legal liability of the Employer with significant tax consequences to the Employer and Participants. Principal Life Insurance Company disclaims all liability for the legal and tax consequences which result from the elections made by the Employer in this Adoption Agreement. Nothing set forth in this agreement or related documents may be taken or relied upon as legal, tax, investment, or accounting advice, nor as any investment recommendation. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

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