30 Nondiscrimination Testing Processing Options

This chapter contains the following topics:

30.1 Determine Eligibility by Hours (P08364)

Processing Option Processing Options Requiring Further Description
1. Enter the minimum number of hours an employee must work to be eligible for your 401K plan . . . . . . . . .  
2. Enter the name of the pay type table to retrieve pay types from. This is the pay type table defined in the DBA Pay Type Tables program. . . . .  
3. Enter the From and Thru Dates for the plan year to be considered.

If left blank time will be included from the date the employee started.

From Date . . . . . . .

Thru Date . . . . . . .

 

30.2 Determine Key Employees (P08366)

Processing Option Processing Options Requiring Further Description
1. Enter the Test Name to be processed:  
2. Enter the Test Year to be processed:  
3. If the Test Name's year is not calendar, enter the Beginning and Ending fiscal period dates:

Beginning Date

Ending Date

 
4. Enter the maximum eligible compensation to be accrued.  
Enter the DREAM Writer version number to be executed:

Key Employee Report (P083679).

 
6. Enter the value to be used to identify a 5% Owner (NDT Code 1).  
7. Enter the value to be used to identify the Top 10 Employees (Nondiscrimination Testing Code 6).  
8. For the ADP/ACP Test only, enter a '1' to use the Prior Year Testing Method.

(Compensation and contributions in the testing year for highly compensated employees are compared to compensation and contributions in the year prior to the testing year for non-highly compensated employees.)

 
9. For the ADP/ACP Test only, enter the plan name for which the eligibility date (data item DELG) will be used as the begin date to calculate the employee's compensation instead of the total annual compensation.  

30.3 Key Employee Report (P083679)

Processing Option Processing Options Requiring Further Description
Enter a '1' to NOT print employee compensation amount.

Default of blank will print the compensation amounts.

 

30.4 401(k) Discrimination Results (P083675)

Processing Option Processing Options Requiring Further Description
1. Enter the multiplier related to the first test. . . . . . . . . . . . . .  
2. Enter the multiplier related to the second test . . . . . . . . . . . . .  
3. Enter the factor related to the second test . . . . . . . . . . . . .  
4. Enter a '1' to NOT print employee number and employee name.

Default of blank will print the employee number and employee name . . . . . . . . . .

 

30.5 415 Nondiscrimination Testing (P083676)

Processing Option Processing Options Requiring Further Description
1. Enter the year (CCYY) to use when selecting history records from F06146.

If left blank, the year from the check date will be used. If there is no check date, the year from the system date will be used.