User complexity

Question 1

Basic 1

Answer 1

Less than 25 EEs
No stock purchases during plan year
W/ or w/out stock previously purchased
No contributions (except rollover)
Not first plan year

Question 2

Basic 2

Answer 2

Any number of EEs
W/ or w/out stock purchases during the plan year
No Payroll Contributions (deferrals)
Rollovers/Residual funds OK
No employer contributions

Question 3

Intermediate

Answer 3

Any number of EEs
W/ or w/out stock purchases during plan year
Payroll contributions OK (deferrals)
Distributions
No employer contributions

Question 4

Advanced

Answer 4

Any number of EEs
W/ or w/out stock purchases during plan year
3% Non-elective contributions (SH)
Forefitures
Loans
Testing Failures
Lost Earnings/Late Deferrals
5330
Match or Profit Sharing