The code for defined contribution plans which utilize automatic enrollment.
What is 2S
100
The code for stock bonus plans.
What is 2I
100
The code for a cash balance plan.
What is 1C
100
The codes for a 401(k) profit sharing plan which is self-directed and uses a pre-approved prototype or volume submitter plan document.
What is 2E, 2G, 2J, 3D.
100
The Form 5500 filing year for which the IRS is currently contacting plan sponsors as part of a compliance project.
What is 2010.
200
The code for 401(k) plans.
What is 2J
200
The code for a plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.
What is 3I
200
The code for a 401(k) plan.
What is 2J
200
The codes for a 401(k) plan with matching contributions which is self-directed and uses a pre-approved prototype or volume submitter plan document.
What is 2J, 2K, 2G, 3D.
200
Why will 1C never appear on the same Line 8 or Line 9 as 3D?
What is the IRS has not pre-approved any prototype or volume submitter cash balance plan documents.
300
The code for an ESOP that is not a leveraged ESOP.
What is 2O
300
The code for an ESOP other than a leveraged ESOP.
What is 2O
300
The code for a profit sharing plan.
What is 2E
300
The codes for a frozen cash balance plan covered by the PBGC whose plan sponsor is a member of a controlled group.
What is 1C, 1G, 1I, 3H.
300
The code for plans that cover self-employed persons.
What is 3B
400
The code for defined contribution plans utilizing a cross-tested or new comparability allocation formula.
What is 2A
400
The code for a leveraged ESOP
What is 2P
400
The code for a money purchase plan.
What is 2C
400
The code for a 401(k) plan with matching contribution which uses a pre-approved prototype or volume submitter plan document and the employer utilizes the services of leased employees.
What is 2J, 2K, 3D, 3F.
400
The code for a plan that includes Taft-Hartley Financial Assistance for Employee Housing Expenses
What is 4P
500
What is the code for a plan, or any part of the plan, which is intended to meet the conditions of 29 CFR 2550.404c-1.
What is 2F
500
The code for an ESOP maintained by an S Corp employer.
What is 2Q
500
The code for a target benefit plan.
What is 2B
500
The codes for a cross-tested profit sharing 404(c) plan that uses a pre-approved prototype or volume submitter plan document.
What is 2A, 2E, 3D, 3F
500
The code for U.S.-based plans that cover residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.