Renewal Census

Please complete the contribution objective, the census questions, and the employee census. Your progress is saved in this browser, so you can finish it later.

Your answers save automatically on this device as you type.

Contribution Objective

C. Has (or will) the filing date for the employer tax return been extended?
Must be done before the business tax return filing date.

Census Related Questions

A.Does any owner of the company own any part of another business that has employees?
If yes, are there related companies whose employees are not covered under this plan?
B.During the past year, did the company acquire a subsidiary, or did the owner(s) acquire another company or stock in another company (other than publicly traded stock)?
C.Are you part of a controlled group, affiliated service group, or management function group of companies?
If yes, was any employee working in more than one company?
D.Do you have any "leased employees"?A leased employee is someone who has performed services for you on a substantially full-time basis for at least 12 months; the services are of a type historically performed by employees in your type of business; and you pay for this individual through a leasing organization which then pays income directly to the employee. Common examples include Kelly Services and Accountemps.
E.Are there any employees who have not been reported on the census form?For example: too old to participate, part-timers, union employees, employees of related companies, employees of other businesses owned by the plan sponsor, or employees working beyond normal retirement.
F.During the past year, did the company rehire a former participant or retiree?
G.Did any employee transfer in or out of an excluded class of employees?
H.Did any employee waive out of the plan this year, or rescind a previous waiver?
I.Did any employee leave for, or return from, military service during the year?

Renewal Census

Include all active employees plus former employees who terminated after the beginning of the year. Add a row for every employee — there is no page limit here.

W-2s are also required

  • We need W-2s for all owners and employees for the year the deduction is being taken.
  • These are not part of this form — please send them to us securely, along with the census documents.

Securely upload W-2s and documentsOpens in a new tab. You can send these before or after submitting this form.

No.Social SecurityNumberLastNameFirstNameGenderM/FOfficerY/NOwnership%Date of BirthMM/DD/YYDate of HireMM/DD/YYAnnualCompensationHoursworkedDate of TerminationMM/DD/YY(B) Class & Job TitleJob description with detailRemove
1
T O T A L$0.00
Columns marked * are needed for every person you list, and at least 1 must be completed. Leave rows you do not need completely blank.The Social Security Number is not required for new proposals.

Who to include

  • All part-time employees, with the hours they worked.
  • All family members, including the spouse and children of owners, with dates of birth (note as family member).
  • Parents and in-laws of key employees.
  • All business addresses if there are employees at multiple locations (i.e. address A, B, C).

Hours worked

  • Enter the actual hours worked in the plan year for every person listed.
  • This is required — an estimate of full-time or part-time is no longer enough.
  • A full-time year is usually around 2,080 hours.

(B) Class codes

  • A = Active participant
  • T = Terminated
  • N = Nonresident alien

Job description

  • Please give as much detail as possible about the job and responsibilities.
  • Example: Owner, Executive, Manager, Supervisor, Assistant, Clerical, Intern.
  • Department: Sales, Marketing, Administrative, IT, etc.
  • Enter address 1, 2, 3 if there are multiple locations.

Privacy sensitive. Employee census information is for official use only. Any misuse or unauthorized disclosure of this data may result in both civil and criminal penalties.

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