Matching Employer Contribution. Do not complete this section of the Adoption Agreement if the Plan only offers a Safe Harbor Contribution. A Plan that offers both a Safe Harbor Contribution as well as an additional Employer Contribution that is specified below, must complete both Sections VI(I) and VI(J) of this Adoption Agreement. Select the Matching Contribution Formula, Computation Period and special Limitations for each contribution type from the options listed below. Enter the letter of the option(s) selected on the lines provided. Leave the line blank if no election is required. [ ] The Matching Contribution(s) selected below will be deemed an additional discretionary ACP Test Safe Harbor Matching Contribution in accordance with the selection made at Section VI(I). The allocation of any additional Matching Contribution made by the Employer will not exceed 4% of eligible Compensation. [ ] The Matching Contribution(s) selected below will be deemed a discretionary contribution that will be subject to nondiscrimination testing. Type of Contribution Matching Contribution (Formula 1) Matching Computation Period Limitations Matching Contribution (Formula 2) Matching Computation Period Limitations Elective Deferrals (including Xxxx Elective Deferrals, if applicable) Voluntary After-tax Required After-tax 403(b) Deferrals If any election is made with respect to “403(b) Deferrals” above, and if this Plan is used to fund any Employer Contributions, Employer Contributions will be based on the Elective Deferrals made to an existing 403(b) plan sponsored by the Employer. Name of corresponding 403(b) plan, as applicable: If the Matching Contribution formula selected by the Employer is 100% vested and may not be distributed to the Participant before the earlier of the date the Participant has a severance from employment, retires, becomes disabled, attains 59½, or dies, it may be treated as a Qualified Matching Contribution. Matching Contribution Formulas may be subject to a minimum or maximum dollar or percentage limit.
Matching Employer Contribution. Select the Matching Contribution Formula, Computation Period and special Limitations as well as QNEC and QMAC requirements for each contribution type from the options listed below. Enter the letter of the option(s) selected on the lines provided. Leave the line blank if no election is required. Type of Contribution Non-Safe Harbor Matching Formula 1 Matching Computation Period Limitations Non-Safe Harbor Matching Formula 2 Matching Computation Period Limitations Elective Deferrals Voluntary After-tax Required After-tax 403(b) Deferrals If any election is made with respect to "403(b) Deferrals" above, and this Plan is used to fund any Employer Contributions, Employer Contributions will be based on the Elective Deferrals made to an existing 403(b) plan sponsored by the Employer. Name of corresponding 403(b) plan:_________________________________________________________
Matching Employer Contribution. Select the Matching Contribution Formula, Computation Period and special Limitations for each contribution type from the options listed below. Enter the letter of the option(s) selected on the lines provided. Leave the line blank if no election is required. NON-SAFE NON-SAFE HARBOR MATCHING HARBOR MATCHING TYPE OF MATCHING COMPUTATION MATCHING COMPUTATION CONTRIBUTION FORMULA 1 PERIOD LIMITATIONS FORMULA 2 PERIOD LIMITATIONS ------------ --------- ----------- ----------- --------- ----------- ----------- Elective Deferrals D E Voluntary After-tax Required After-tax 403(b) Deferrals If any election is made with respect to "403(b) Deferrals" above, and if this Plan is used to fund any Employer Contributions, Employer Contributions will be based on the Elective Deferrals made to an existing 403(b) plan sponsored by the Employer. Name of corresponding 403(b) plan: _______________________________
Matching Employer Contribution. Select the Matching Contribution Formula, Computation Period and special Limitations for each contribution type from the options listed below. Enter the letter of the option(s) selected on the lines provided. Leave the line blank if no election is required. NON-SAFE NON-SAFE HARBOR MATCHING HARBOR MATCHING TYPE OF MATCHING COMPUTATION MATCHING COMPUTATION CONTRIBUTION FORMULA 1 PERIOD LIMITATIONS FORMULA 2 PERIOD LIMITATIONS ------------------------------------------------------------------------------------------------------------ Elective c g Deferrals ------------------------------------------------------------------------------------------------------------ Voluntary After-tax ------------------------------------------------------------------------------------------------------------ Required After-tax ------------------------------------------------------------------------------------------------------------ 403(b) Deferrals If any election is made with respect to "403(b) Deferrals" above, and if this Plan is used to fund any Employer Contributions, Employer Contributions will be based on the Elective Deferrals made to an existing 403(b) plan sponsored by the Employer. Name of corresponding 403(b) plan:__________________________
Matching Employer Contribution. In addition to the base employer contribution selected in 2 above, we opt to also match eligible employees’ elective salary deferrals (up to the percentage shown below). Note: the maximum match permitted is 6%. No Matching Contribution 4% 1% 5% 2% 6% 3%
Matching Employer Contribution. Select the Matching Contribution Formula, Computation Period and special Limitations for each contribution type from the options listed below. Enter the letter of the option(s) selected on the lines provided. Leave the line blank if no election is required. Type of Contribution Matching Contribution (Formula 1) Matching Computation Period Limitations Matching Contribution (Formula 2) Matching Computation Period Limitations Elective Deferrals a a d b x x Xxxx 401(k) Deferrals Catch-up Contributions Voluntary After-tax Required After-tax 403(b) Deferrals If any election is made with respect to “403(b) Deferrals” above, and if this Plan is used to fund any Employer Contributions, Employer Contributions will be based on the Elective Deferrals made to an existing 403(b) plan sponsored by the Employer. Name of corresponding 403(b) plan, as applicable: If the Matching Contribution formula selected by the Employer is 100% vested and may not be distributed to the Participant before the earlier of the date the Participant separates from Service, retires, becomes disabled, attains 59½, or dies, it may be treated as a Qualified Matching Contribution.
Matching Employer Contribution. Do not complete this section of the Adoption Agreement if the Plan only offers a Safe Harbor Contribution. A Plan that offers both a Safe Harbor Contribution as well as an additional Employer Contribution that is specified below, must complete both Sections VI(I) and VI(J) of this Adoption Agreement. Select the Matching Contribution Formula, Computation Period and special Limitations for each contribution type from the options listed below. Enter the letter of the option(s) selected on the lines provided. Leave the line blank if no election is required. o The Matching Contribution(s) selected below will be deemed an additional discretionary ACP Test Safe Harbor Matching Contribution in accordance with the selection made at Section VI(I). The allocation of any additional Matching Contribution made by the Employer will not exceed 4% of eligible Compensation. o The Matching Contribution(s) selected below will be deemed a discretionary contribution that will be subject to nondiscrimination testing.
Matching Employer Contribution. Do not complete this section of the Adoption Agreement if the Plan only offers a Safe Harbor Contribution. A Plan that offers both a Safe Harbor Contribution as well as an additional Employer Contribution that is specified below, must complete both Sections VI(I) and VI(J) of this Adoption Agreement. Select the Matching Contribution Formula, Computation Period and special Limitations for each contribution type from the options listed below. Enter the letter of the option(s) selected on the lines provided. Leave the line blank if no election is required. o The Matching Contribution(s) selected below will be deemed an additional discretionary ACP Test Safe Harbor Matching Contribution in accordance with the selection made at Section VI(I). The allocation of any additional Matching Contribution made by the Employer will not exceed 4% of eligible Compensation. o The Matching Contribution(s) selected below will be deemed a discretionary contribution that will be subject to nondiscrimination testing. Matching Matching Matching Matching Type of Contribution Computation Contribution Computation Contribution (Formula 1) Period Limitations (Formula 2) Period Limitations Elective Deferrals (including Xxxx Elective Deferrals, if applicable) Voluntary After-tax Required After-tax
Matching Employer Contribution. [See paragraphs (g), (h) and (i)]:
Matching Employer Contribution. Select the Matching Contribution Formula, Computation Period and special Limitations for each contribution type from the options listed below. Enter the letter of the option(s) selected on the lines provided. Leave the line blank if no election is required. ================================================================================ Type of Non-Safe Matching Limitations Non-Safe Matching Limitations Contri- Harbor Computation Harbor Computation bution Matching Period Matching Period Formula 1 Formula 2 ================================================================================ Elective a h c g Deferrals ================================================================================ Voluntary After-tax ================================================================================ Required After-tax ================================================================================ 403(b) Deferrals ================================================================================ If any election is made with respect to "403(b) Deferrals" above, and if this Plan is used to fund any Employer Contributions, Employer Contributions will be based on the Elective Deferrals made to an existing 403(b) plan sponsored by the Employer. Name of corresponding 403(b) plan:
