Form 5305a-Sep - Salary Reduction Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement Page 8

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Form 5305A-SEP (Rev. 6-2006)
Page
Deferral Percentage Limitation Worksheet (see instructions on page 3)
(f) Permitted
(g) Permitted
(b) Status
(h) Excess
ratio
(c) Compensation
(d) Deferrals
(e) Ratio
amount
*
(a) Employee Name
(for HCE* only)
H = HCE
(see below)
(see below)
(d)
(c)
(for HCE* only, see
(for HCE* only)
(d) minus (g)
O = Other
below)
(c)
(f)
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* Highly compensated employee. See the definition on page 4.
Column (c). Compensation. Enter compensation from this employer and any related employers.
Column (d). Deferrals. Enter all SEP elective deferrals other than catch-up elective deferral contributions. See Deferral percentage on page 3.
Column (f). Permitted ratio.
Column (h). Excess. Amounts in this column may have to be withdrawn by the HCE. See instructions on page 3.
A Enter the total of the ratios in column (e) for the employees marked as “O” in column (b)
B Divide line A by the number of employees marked as “O” in column (b)
C Permitted ratio. Multiply line B by 1.25 and enter the permitted ratio here

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