401(k) Plans

19,321 topics in this forum

1. ADP Test Incorrect/ HCE Refunded Too Much

   By tpacpa, December 20, 2018
   • 5 replies
   • 5.2k views
   • 
   • MQS0413
   • October 30, 2024

2. Late Deferral - 5330 Filling - Multiple Plan Year

   By EagerToKnow, January 14, 2020   

   • 5330
   • late deferral
   • (and 1 more)

     Tagged with:

     • 5330
     • late deferral
     • excise tax
   • 5 replies
   • 1.6k views
   • 
   • mattmc82
   • June 1, 2020

3. Second 401K Covid Hardship Withdraw?? Can it be done?

   By MikeOD, September 25, 2020
   • 5 replies
   • 3.3k views
   • 
   • Puffinator
   • November 9, 2020

4. Should all One Part. Sole Proprietor Plans be 401(k)?

   By Alf, July 22, 2005
   • 5 replies
   • 2.5k views
   • 
   • Appleby
   • July 22, 2005

5. RMD Calculation + Outstanding Loans

   By metsfan026, October 25, 2021
   • 5 replies
   • 1.1k views
   • 
   • Bird
   • October 26, 2021

6. Definition of Disabled

   By Guest theothermark, August 19, 2005
   • 5 replies
   • 4k views
   • 
   • QDROphile
   • August 20, 2005

7. 1040 Extended But NOT the 1065

   By austin3515, May 17, 2007
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • May 18, 2007

8. Individual Rate of Return Calculation

   By SRP, December 18, 2007
   • 5 replies
   • 2.4k views
   • 
   • RCK
   • December 21, 2007

9. Sole Proprietorships all adopting the plan?

   By jkharvey, April 2, 2013
   • 5 replies
   • 1.7k views
   • 
   • Kevin C
   • April 8, 2013

10. Applying the Otherwise Excludable Rules

    By justatester, January 2, 2014   

    • Prior Year for ADP/ACP
    • 5 replies
    • 3.3k views
    • 
    • MWeddell
    • April 7, 2014

11. Multiple Emploer/Safe Harbor

    By Guest Giovanni, May 4, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2005

12. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • May 23, 2012

13. Catch up when regular deferrals split between 2 plans

    By Guest k-k-kuz, November 8, 2009
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • November 9, 2012

14. Employer Profit Sharing Contribution before 1 YOS eligibility

    By jpmurphjp, February 13, 2015
    • 5 replies
    • 1.7k views
    • 
    • jpmurphjp
    • February 13, 2015

15. new EACA features

    By pmacduff, March 4, 2020
    • 5 replies
    • 2.4k views
    • 
    • Eve Sav
    • March 6, 2020

16. Top Heavy Plan Minimum Contributions

    By Ananda, October 25, 2021
    • 5 replies
    • 1.6k views
    • 
    • Ananda
    • October 25, 2021

17. return of deferrals to avoid a top heavy minimum?

    By Guest MES, August 12, 2004
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • August 17, 2004

18. Calculating self employed or partnership income

    By dmb, February 23, 2005
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • September 7, 2005

19. Deduction of Late Safe Harbor Contribution

    By JButtrick, July 19, 2007
    • 5 replies
    • 2.4k views
    • 
    • Tom Poje
    • July 19, 2007

20. Can we talk about the "triple stacked match" plan again?

    By SteveH, August 22, 2007
    • 5 replies
    • 5.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 22, 2007

21. Two Deductions From Gross Pay For Matching Contribution?

    By Guest jbergstrom, April 23, 2008
    • 5 replies
    • 4.8k views
    • 
    • JanetM
    • April 24, 2008

22. After Tax Rollover

    By Guest elang, February 15, 2011
    • 5 replies
    • 2k views
    • 
    • mbozek
    • February 16, 2011

23. Simple IRA or 401-k to Regular 401-k

    By KevinMc, July 19, 2014
    • 5 replies
    • 1.9k views
    • 
    • masteff
    • July 21, 2014

24. Can loan be earmarked as coming from the employer matching contributio

    By Richard Anderson, July 14, 2000
    • 5 replies
    • 1.9k views
    • 
    • pjkoehler
    • July 17, 2000

25. Dual Eligibility Testing

    By EBECatty, August 31, 2021
    • 5 replies
    • 1k views
    • 
    • EBECatty
    • September 1, 2021

26. Would they be an employee of not?

    By Guest A_Dude, January 9, 2013   

    • Ownership/Employee
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • November 5, 2013

27. Loan Suspension under CARES Act

    By sb0828, June 1, 2020
    • 5 replies
    • 1.3k views
    • 
    • Caroline Martinez
    • June 3, 2020

28. What is penalty for long-term part-time failures?

    By Bobloblaw, June 16, 2023
    • 5 replies
    • 1.1k views
    • 
    • Paul I
    • June 16, 2023

29. Terminating a 401k Plan - final 5500 question

    By James Shen, October 26, 2023   

    • 5500
    • plan termination
    • 5 replies
    • 1.3k views
    • 
    • CuseFan
    • October 27, 2023

30. Top Heavy Test & Forfeitures

    By Guest A. Rostosky, September 5, 2000
    • 5 replies
    • 2.9k views
    • 
    • Richard Anderson
    • September 6, 2000

31. lost salary deferral agreements

    By k man, July 21, 2008
    • 5 replies
    • 1.2k views
    • 
    • JanetM
    • July 22, 2008

32. Processed Deferrals Early.

    By Below Ground, January 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • Below Ground
    • January 20, 2009

33. negative elections for some but not all participants

    By ERISA-Bubs, February 20, 2014
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • February 21, 2014

34. Schedule C vs W-2/Corp

    By austin3515, February 12, 2017
    • 5 replies
    • 1.2k views
    • 
    • spiritrider
    • February 14, 2017

35. Irrevocable Opt-Out and the Top Heavy calculation

    By ldr, September 11, 2018   

    • top heavy
    • irrevocable election
    • (and 1 more)

      Tagged with:

      • top heavy
      • irrevocable election
      • opt-out
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • September 13, 2018

36. Using COVID dist to pay off loan

    By ratherbereading, November 19, 2020
    • 5 replies
    • 741 views
    • 
    • Gilmore
    • November 20, 2020

37. Excluded Class Allowed to Defer

    By kimso, May 3, 2022
    • 5 replies
    • 923 views
    • 
    • C. B. Zeller
    • May 4, 2022

38. Company Stock Purchase (and 401k plan)

    By Guest PAINPA, May 4, 2005
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • May 9, 2005

39. Buyer with 401(k) Acquiring Company with SIMPLE

    By Guest jhall, January 25, 2008
    • 5 replies
    • 2.7k views
    • 
    • Appleby
    • January 25, 2008

40. Controlled Group Different Plan Year

    By pixmax, July 5, 2016   

    • Controlled Group
    • 5 replies
    • 2.6k views
    • 
    • Tom Poje
    • July 8, 2016

41. ECPRS Retroactive Eligibility Amendment

    By austin3515, April 5, 2017
    • 5 replies
    • 639 views
    • 
    • austin3515
    • April 5, 2017

42. Non-Employee rollover into 401k plan.

    By Planit 401k, April 1, 2023
    • 5 replies
    • 1.2k views
    • 
    • Planit 401k
    • April 5, 2023

43. Interpretation of Entry Date - First Payroll

    By Guest Chaffee, September 3, 2004
    • 5 replies
    • 2k views
    • 
    • Guest
    • September 22, 2004

44. Asset acquisition

    By fiona1, July 21, 2008
    • 5 replies
    • 2.5k views
    • 
    • fiona1
    • July 24, 2008

45. Top Heavy Question

    By MBCarey, April 24, 2009
    • 5 replies
    • 1.7k views
    • 
    • 12AX7
    • May 1, 2009

46. Loan Default

    By Guest andmik, July 23, 2009
    • 5 replies
    • 2.1k views
    • 
    • 401 Chaos
    • November 29, 2010

47. Partnership 401(k)

    By bzorc, April 11, 2019
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • April 11, 2019

48. Short year 401k Plan

    By DP, December 12, 2001
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • April 9, 2002

49. Getting insurance out of a 401k

    By Guest KJSpaeth, January 16, 2003
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • January 17, 2003

50. Broker's Relationship

    By Guest MS TPA, March 14, 2011
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • March 15, 2011