Fidelity basic plan document no 17 2025

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The document outlines the Fidelity Retirement Plan, specifically the Profit Sharing/Standardized 401(k) Plan Adoption Agreement No. 003. It details plan information including eligibility requirements for participation, compensation determination for contributions, and reliance on IRS opinion letters for plan qualification under section 401 of the Internal Revenue Code. The document also specifies the appointment of Fidelity Management Trust Company as Trustee and emphasizes the importance of proper completion to avoid disqualification.

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What is the summary plan document for 401k?

The summary plan description is an important document that tells participants what the plan provides and how it operates. It provides information on when an employee can begin to participate in the plan and how to file a claim for benefits.

What are plan documents?

Plan Documents are an important compliance tool that serves as a snapshot of an employers benefit plan. They should be reviewed annually to ensure that they accurately represent the current plan and comply with regulations.

What is Article 2.16 of the defined contribution retirement plan?

defined in Article 2.16 of the Defined Contribution Retirement Plan. If you are chronically ill or disabled, you must furnish a physi- cians certification to the Plan Administrator in order to be eligible for exemption from the 10% early withdrawal penalty.

What is a basic plan document?

The basic plan document contains all the non-elective provisions and cant include any options or blanks for the employer to complete. The adoption agreement contains the options (and blanks) for the employer to complete and is also where the employer signs the plan.

Does a solo 401k require a plan document?

Plan Document Requirement For an employer to establish a plan , the IRS requires that a Solo 401(k) have a written plan document. The most common documents used by employers to establish a plan are called prototype documents which consist of an Adoption Agreement and Basic Plan Document.