[PDF] [PDF] Defined Contribution Retirement Plan Basic Plan Document No 04

[PDF] Self-Employed 401(k) — Contribution Remittance Form - Fidelity

Use this form to submit contribution deposits to your Fidelity Self-Employed 401(k ) Plan account(s) Type on screen or fill in using CAPITAL letters and black ink

[PDF] THE FIDELITY SELF-EMPLOYED 401(K) CONTRIBUTION

$19,500 for 2020 and $19,500 for 2021 able to defer an additional $6,500 for 2020 and $6,500 for 2021, referred to as a catch-up contribution based is $285,000 for 2020 and $290,000 for 2021 For self-employed individuals, compensation means earned income

[PDF] The Defined Contribution Retirement Plan — - Fidelity Investments

Complete the Profit Sharing/401(k) Plan Adoption Agreement No 001 to adopt or amend the Defined Contribution Retirement Self‑Employed 401(k) Plan

[PDF] Defined Contribution Retirement Plan Basic Plan Document No 04

(a) For an Employee who is not a Self-Employed Individual, “Compensation” in connection with a cash or deferred plan under Code section 401(k), a SIMPLE 

[PDF] Fidelity Self-Employed 401(k) - Fidelity Investments

To establish a new Fidelity Self-employed 401(k) Plan (“SE 401(k) Plan”), to establish a new Profit Sharing Plan or Fidelity Money Purchase Plan, or to amend any existing Fidelity Retirement Plan, please complete the appropriate adoption agreement enclosed with this application

[PDF] Thank you for your interest in the Fidelity Self-Employed 401(k)

With Fidelity's Self-Employed 401(k), you can choose from a stand-alone Profit Sharing Plan or a Profit Sharing Plan with a safe harbor 401(k) feature The 401(k )

[PDF] CUSTOMER RELATIONSHIP SUMMARY - Fidelity Investments

retirement (including Individual Retirement Accounts (IRAs)) and cash management in connection with a cash or deferred plan under Code section 401(k), a

[PDF] Fidelity Retirement Plan Single Withdrawal Request Form (PDF)

Distributions from the Defined Contribution Retirement Plan [i e , Profit Sharing, Money Purchase Pension Plan, or Self-Employed 401(k) Plan] are only permitted  

[PDF] Salary Reduction Agreement

Defined Contribution Retirement Plan — 401(k) Salary Reduction Agreement 1 824975 115 On this form, “Fidelity” means Fidelity Brokerage Services LLC and 

[PDF] fidelity/login

[PDF] fields of sociology pdf

[PDF] fiesta de la música

[PDF] fiesta de la música cuenca 2019

[PDF] fifa u 17 world cup technical report

[PDF] fifa u 20 world cup technical report

[PDF] fifa world cup 2022 qualifiers europe

[PDF] fifa world cup 2022 qualifiers usa

[PDF] fifa world cup 2022 stadiums

[PDF] fifa world cup 2022 usa

[PDF] fifa world cup qatar 2022 sustainability strategy

[PDF] fifth amendment due process cases

[PDF] fifth amendment takings clause quote

[PDF] fifth amendment takings clause text

[PDF] fifth edition character sheet

ARTICLE 1. Introduction .............1

ARTICLE 2. Definitions ...............1

2.1. Account or Accounts .............1

2.2. Adoption Agreement .............1

2.3. Affiliated Employer ...............1

2.4. Alternate Payee ......................1

2.5. Annuity Starting Date ............1

2.6. Basic Plan Document ............1

2.7. Beneficiary .............................1

2.8. Break in Service .....................1

2.9. Business .................................1

2.10.

Catch-Up Contribution

.........1 2.11. Code ......................................1 2.12.

Compensation

.......................1 2.13.

Computation Period

..............2 2.14.

Designated Roth

Contributions

........................2 2.15.

Differential Wages

.................2 2.16.

Disability

...............................2 2.17.

DOL Regulations

...................2 2.18.

Effective Date

........................2 2.19.

Elective Contribution

............2 2.20.

Employee

..............................2 2.21.

Employee Nondeductible

Contribution

.........................2 2.22.

Employer

...............................2 2.23. ERISA ....................................2 2.24.

Highly Compensated

Employee

..............................2 2.25.

Hour of Service .....................2

2.26.

Money Purchase Employer

Contribution

.........................3 2.27.

Nonelective Employer

Contribution

.........................3 2.28.

Non-Highly Compensated

Employee

..............................3 2.29.

Normal Retirement Age.........3

2.30.

Owner-Employee

..................3 2.31.

Participant

.............................3 2.32. Plan .......................................3 2.33.

Plan Administrator

................3 2.34.

Plan Year................................3

2.35.

Pre-Approved Plan

................32.36. Pre-Tax Elective

Contributions

........................3 2.37.

Provider

.................................3 2.38. QDRO ...................................3 2.39.

Qualified Nonelective

Employer Contribution

.........3 2.40.

Registered Investment

Company/Registered Investment

Company Shares

...................3 2.41.

Roth Effective Date ................3

2.42.

Safe Harbor Nonelective

Employer Contribution

.........3 2.43.

Self-Employed Individual

......3 2.44.

Spouse

...................................3 2.45.

Treasury Regulations

.............3 2.46. Trust ......................................3 2.47.

Trust Agr eement

....................3 2.48.

Trustee

...................................3 2.49. Year of Service .......................3ARTICLE 3. Participation ............3

3.1 General Rule ..........................3

3.2 Special Rule for Former

Participants

............................3

ARTICLE 4. Contributions ..........4

4.1. Contributions by

the Employer .........................4

4.2. Eligible Participant ................4

4.3. Contributions to Profit

Sharing Plans

.........................4

4.4. Money Purchase Plans...........4

4.5. Elective Contributions ...........4

4.6. In-Plan Roth Rollover

Contributions and In-Plan

Roth Conversions

..................4

4.7. Catch-Up Contributions .......4

4.8. Safe Harbor Nonelective

Employer Contributions

.......5

4.9. Qualified Nonelective

Employer Contributions

.......5 4.10.

Allocation of Nonelective

Employer Contributions

(Nonintegrated Plans) ...........5 4.11.

Allocation of Nonelective

Employer Contributions

(Integrated Plans) ..................54.12. Allocation of Money Purchase

Employer Contributions

(Nonintegrated Plans) ...........5 4.13.

Allocation of Money Purchase

Employer Contributions

(Integrated Plans) ..................5 4.14.

Time and Manner

of Contributions ....................6 4.15.

Contributions by

Participants

............................6ARTICLE 5. Participants"

Account and Vesting

...................6

5.1. Individual Accounts ..............6

5.2. Valuation of Accounts ...........6

5.3. Vesting ...................................6ARTICLE 6. Investment of

Contributions

...............................6

6.1. Direction by Participant ........6

6.2. Investments ...........................6

ARTICLE 7. Payment

of Benefits ....................................7

7.1. Distributable Events ..............7

7.2. Commencement of Benefits ..7

7.3. Death Benefits .......................7

7.4. Designation of Beneficiary .....7

7.5.

Manner of Distribution .........7

7.6. Restriction on Immediate

Distributions

.........................7

7.7. Special Rules for

Annuity Contracts

.................8

7.8. Distribution Procedure ..........8

7.9. Distribution under

a QDRO ................................8 7.10.

Direct Rollover

of Distributions .....................8 7.11.

Benefit Claims Procedure ......9

7.12.

Statute of Limitations ............9

7.13.

Recovery of Overpayments ...9

7.14.

Availability of In-Service

Withdrawals

..........................9Defined Contribution Retirement Plan

Basic Plan Document No. 04

ARTICLE 8. Joint and Survivor

Annuity Requirements

..............10

8.1. Definitions ...........................10

8.2. Applicability ........................10

8.3. Qualified Joint and

Survivor Annuity

.................10

8.4. Qualified Preretirement

Survivor Annuity

.................10

8.5. Notice Requirements ...........10

8.6. Qualified Optional

Survivor Annuity

.................11

ARTICLE 9. Minimum Distribution

Requirements

.............................11

9.1. Required Minimum

Distributions

.......................11

ARTICLE 10. Amendment and

Termination

.................................13 10.1.

Provider's Right

to Amend ............................13 10.2.

Employer's Right

to Amend ............................13 10.3.

Certain Amendments

Prohibited

............................13 10.4.

Amendment of Vesting

Schedule

..............................13 10.5.

Maintenance of Benefit

upon Plan Merger ...............13 10.6.

Termination of the Plan

and Trust .............................13 10.7.

Procedure upon Termination

of Trust ................................13

ARTICLE 11. Miscellaneous ......14

11.1.

Status of Participants ...........14

11.2.

Administration of the Plan ..14

11.3.

Transfers and Rollovers

.......14 11.4.

Condition of Plan and

Trust Agreement

..................15 11.5.

Inalienability of Benefits ......15

11.6.

Governing Law

....................15 11.7.

Failure of Qualification .......15

11.8.

Leased Employees

...............15 11.9.

USERRA - Military Service

Credit and Veteran's

Reemployment Rights

.........1511.10 Directions, Notices and

Disclosure

..........................15

11.11.

No Tax Advice ...................16

11.12.

Missing Participants

..........16

11.13.

Incapacitated Participant

or Beneficiary ....................16

11.14.

Establishment of Trust .......16

11.15.

Exclusive Benefit and

Return of Employer

Contributions

....................16

11.16.

Fees and Expenses

of the Trust ........................16

11.17.

Use of Provider's

Documentation Service

.....16

ARTICLE 12. Limitations

on Allocations ............................16quotesdbs_dbs21.pdfusesText_27