401(k) Plans

19,275 topics in this forum

1. Controlled Group companies & Testing

   By Alex Daisy, October 3, 2014
   • 2 replies
   • 953 views
   • 
   • Tom Poje
   • October 3, 2014

2. Controlled group compensation

   By Guest jim williams, March 30, 2005
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 30, 2005

3. Controlled group compensation

   By Guest jim williams, April 28, 2004
   • 9 replies
   • 1.3k views
   • 
   • WDIK
   • April 29, 2004

4. Controlled Group Compensation Question

   By pholosofizer, September 10, 2018
   • 0 replies
   • 441 views
   • 
   • pholosofizer
   • September 10, 2018

5. controlled group contributions?

   By Guest Moira, November 9, 2006
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • November 10, 2006

6. Controlled Group Coverage

   By justatester, September 26, 2019
   • 4 replies
   • 896 views
   • 
   • Larry Starr
   • September 27, 2019

7. Controlled group coverage testing

   By Cheryl S, December 6, 2019
   • 6 replies
   • 3.5k views
   • 
   • Kevin C
   • December 6, 2019

8. Controlled Group Coverage Testing for Employees of Both Members

   By Plan Doc, March 5, 2024
   • 3 replies
   • 679 views
   • 
   • Plan Doc
   • March 6, 2024

9. controlled group determination

   By Chippy, March 8, 2013
   • 3 replies
   • 1.1k views
   • 
   • Chippy
   • March 13, 2013

10. Controlled Group Determination Help !

    By 12AX7, March 1, 2012
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 2, 2012

11. Controlled Group Different Plan Year

    By pixmax, July 5, 2016   

    • Controlled Group
    • 5 replies
    • 2.5k views
    • 
    • Tom Poje
    • July 8, 2016

12. Controlled group disclosed too late

    By cathyw, May 20, 2020
    • 0 replies
    • 531 views
    • 
    • cathyw
    • May 20, 2020

13. Controlled Group Document Issues

    By Guest Midas, April 8, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 8, 2005

14. Controlled Group Issue

    By metsfan026, October 6, 2022
    • 5 replies
    • 1.1k views
    • 
    • Roycal
    • October 7, 2022

15. Controlled Group Issue

    By Guest PES, June 18, 2002
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2002

16. controlled group member adopts prototype but participates in a different plan

    By k man, March 12, 2004
    • 5 replies
    • 1.5k views
    • 
    • k man
    • March 15, 2004

17. Controlled Group Member Fails Coverage

    By Randy Watson, December 5, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 6, 2006

18. Controlled Group Merely Because Other Company Provides Payroll Services, etc.?

    By austin3515, October 6, 2017
    • 2 replies
    • 449 views
    • 
    • austin3515
    • October 6, 2017

19. Controlled group minimum coverage testing when the members' 401(k) pla

    By EGB, December 6, 1999
    • 0 replies
    • 1.7k views
    • 
    • EGB
    • December 6, 1999

20. controlled group of corporations

    By lexi, December 12, 2006
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 13, 2006

21. Controlled group of Dr.'s & Staff Plan - Dr. eligibility

    By TPApril, September 24, 2020
    • 10 replies
    • 1.2k views
    • 
    • TPApril
    • September 26, 2020

22. Controlled Group or Multi Employer Plan??

    By Pammie57, May 14, 2019
    • 1 reply
    • 411 views
    • 
    • Luke Bailey
    • May 14, 2019

23. Controlled Group or not

    By cpc0506, December 27, 2010
    • 1 reply
    • 810 views
    • 
    • Tom Poje
    • December 27, 2010

24. Controlled Group or not?

    By AdKu, December 29, 2016   

    • Controlled Group or not?
    • 4 replies
    • 761 views
    • 
    • rocknrolls2
    • January 5, 2017

25. Controlled Group or not?

    By Guest Lil Anderson, December 21, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 26, 2006

26. Controlled Group Partial Plan Termination

    By PFranckowiak, February 2, 2010
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • February 2, 2010

27. Controlled Group Plan Merger Question

    By runningabizness, December 3, 2020   

    • 401k
    • controlled group
    • 6 replies
    • 1.2k views
    • 
    • runningabizness
    • December 4, 2020

28. Controlled Group Question

    By Guest Williamj1, February 4, 2014   

    • Controlled Group
    • 10 replies
    • 2k views
    • 
    • Belgarath
    • May 10, 2016

29. Controlled Group question

    By Tom, September 7, 2022
    • 4 replies
    • 535 views
    • 
    • Tom
    • September 12, 2022

30. Controlled Group Question

    By AJ North, June 4, 2012
    • 3 replies
    • 1k views
    • 
    • AJ North
    • June 5, 2012

31. controlled group question

    By Guest Moira, October 11, 2006
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • October 12, 2006

32. Controlled Group Question

    By bzorc, May 30, 2017
    • 2 replies
    • 401 views
    • 
    • bzorc
    • May 30, 2017

33. Controlled Group Question

    By Becky Schwing, September 14, 2021
    • 5 replies
    • 557 views
    • 
    • C. B. Zeller
    • September 15, 2021

34. Controlled Group Question

    By Lori Foresz, April 22, 2004
    • 2 replies
    • 1.1k views
    • 
    • Lori Foresz
    • April 23, 2004

35. controlled group question

    By cpc0506, April 15, 2013
    • 4 replies
    • 955 views
    • 
    • 12AX7
    • April 16, 2013

36. Controlled Group Question

    By Becky Schwing, December 15, 2020
    • 2 replies
    • 1k views
    • 
    • FORMER ESQ.
    • December 15, 2020

37. Controlled Group Question

    By Vlad401k, January 31
    • 5 replies
    • 771 views
    • 
    • Artie M
    • February 4

38. Controlled Group Question

    By Guest John Kleeman, March 12, 2007
    • 9 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 14, 2007

39. controlled group question

    By K2retire, March 12, 2015
    • 2 replies
    • 834 views
    • 
    • K2retire
    • March 12, 2015

40. Controlled Group Question

    By metsfan026, March 31, 2022
    • 5 replies
    • 605 views
    • 
    • C. B. Zeller
    • March 31, 2022

41. controlled group question

    By K2retire, February 26, 2009
    • 2 replies
    • 911 views
    • 
    • K2retire
    • February 26, 2009

42. Controlled Group Question

    By Guest chris4013, May 19, 2005
    • 3 replies
    • 1.1k views
    • 
    • R. Butler
    • May 19, 2005

43. Controlled Group Question

    By PFranckowiak, May 11, 2009
    • 5 replies
    • 1.6k views
    • 
    • PMC
    • May 13, 2009

44. Controlled Group Question - Family Attribution

    By metsfan026, January 6, 2022
    • 10 replies
    • 1.8k views
    • 
    • pmacduff
    • August 18, 2023

45. Controlled Group Question - Solo 401k

    By Vlad401k, January 19, 2018
    • 4 replies
    • 882 views
    • 
    • Luke Bailey
    • January 22, 2018

46. Controlled Group Quirk

    By Below Ground, September 29, 2016   

    • Not for Profit Firm
    • 7 replies
    • 1.1k views
    • 
    • Below Ground
    • October 7, 2016

47. Controlled Group Safe Harbor Plans with Different PLan Terms

    By Lame Duck, December 20, 2013
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • December 22, 2013

48. Controlled Group Situation & Owner Sold One Business - Help

    By HarleyBabe, July 11, 2013
    • 7 replies
    • 1.3k views
    • 
    • MoJo
    • July 16, 2013

49. Controlled group situation where an employee moves from one company to

    By Guest Kevin Plymyer, October 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • John A
    • October 17, 2000

50. Controlled Group Spreadsheet

    By aleallie, March 29
    • 0 replies
    • 438 views
    • 
    • aleallie
    • March 29