Appendix F, Schedule 9 Correction By Plan Amendment (In Accordance With Appendix B) Page 4
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6Plan Name:_____________________________
EIN:
Plan #:
C.
Plan Loan Failure
Plan loans were made to participants under the plan. All plan participants were entitled to request plan
loans under uniform standards of eligibility, and all plan loans made satisfied the requirements of § 72(p).
Enter the plan years in which the failure occurred, the number of participant plan loans made for each plan
year, and the number and amount of plan loans made to highly compensated employees (HCEs) and
nonhighly compensated employees (NHCEs) respectively, affected by the failure for each plan year.
Number of Plan
Number of Plan
Number of Plan
Loans Made
Amount of Plan
Amount of Plan
Plan Year
Loans Made to
Loans Made to
During the Plan
Loans
Loans
NHCEs
HCEs
Year
Description of the Proposed Method of Correction:
The failure was (or will be) corrected by retroactively amending the plan to provide for the plan loans that
were made available. The effective date of the corrective amendment is: ___________________________
D.
Early Inclusion of Otherwise Eligible Employee Failure
Employees:
(check the applicable box(es))
Who had not satisfied the plan’s minimum age or service requirements were treated as eligible
participants on a date prior to their being eligible under the plan and were entitled to the same
benefits under the plan to which they would have been entitled had they completed the minimum
age or service requirements of the plan.
Who had completed the plan’s minimum age or service requirements were treated as eligible
participants prior to the applicable plan entry date and were entitled to the same benefits under the
plan to which they would have been entitled had they entered the plan timely.
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