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Our clients which utilize cross-tested (new comparability) Profit Sharing allocation formulas, after plan year-end we will present an optimal allocation formula which (a) maximizes the allocation to favored allocation groups and (b) minimizes the allocation to other groups.

Clients may request additional allocation examples which (a) reduce the favored group allocation, (b) minimize the other group's allocation or (c) a combination of both until the clients contribution objective is met.

These allocation alternative illustrations are prepared at no additional cost.