Appendix F, Schedule 9 Correction By Plan Amendment (In Accordance With Appendix B) Page 2
Download a blank fillable Appendix F, Schedule 9 Correction By Plan Amendment (In Accordance With Appendix B) in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Appendix F, Schedule 9 Correction By Plan Amendment (In Accordance With Appendix B) with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4
5
6Plan Name:_____________________________
EIN:
Plan #:
Enter the plan years in which the failure occurred, the fraction used to determine the additional amount
allocated to employees other than those for whom there was a § 401(a)(17) failure, and the total required
contribution (before adjusting for earnings) for each plan year in which the failure occurred:
Fraction Used to Determine
Total Required Contribution (before
Plan Year
the Additional Amount
adjusting for earnings)
Allocated
The resulting additional amount will be adjusted for earnings from the end of the plan year in which the
failure occurred through the date of the corrective contribution. The method for determining the earnings
adjustment is as follows:
Former employees affected by the failure (check one):
There are no former employees affected by the failure.
Affected former employees will be contacted and contributions will be made to the plan on their
behalf. To the extent that an affected former employee cannot be located following a mailing to
the employee’s last known address, the Plan Sponsor will take reasonable actions to locate that
employee. Such actions include the use of the Internal Revenue Service Letter Forwarding
Program (see Rev. Proc. 94-22, 1994-1 C.B. 608) or the Social Security Administration Employer
Reporting Service. After such actions are taken, if an affected employee is not found but is
subsequently located on a later date, the Plan Sponsor will make corrective contributions on behalf
of the affected employee at that time.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Form 14568-i - Appendix C Part Ii Schedule 9 Correction By Plan Amendment (in Accordance With Appendix B)
Financial
Form 14568-i - Model Vcp Compliance Statement Schedule 9 Limited Safe Harbor Correction By Plan Amendment
Financial
Form B - Application For Reimbursement/direct Payment Of Medical Expenses (except Drugs Provided By The Hospital Authority) In Accordance With Csb Circular No. 2/2013
Business
Form Dte 110 - Notice To Amend Application For The Valuation Of Land In Accordance With Its Current Agricultural Use
Financial
Form 0845 V2 - Agreement To Maintain Records In Accordance With The International Fuel Tax Agreement And The International Registration Plan's Record Keeping Requirements
Financial
Form Aud-43 - Agreement To Maintain Records In Accordance With The International Registration Plan (irp)
Financial
Apportionment Schedules For Taxpayers Electing To Report Net Worth On A Consolidated Basis In Accordance With Tenn. Code Ann. Section 67-4-2103(g)-(i).
Financial
Related Categories
Parent category: Financial