401(k) Plans

19,321 topics in this forum

1. Excess Annual Additions in Safe Harbor 401(k) Plan

   By MarZDoates, October 6, 2016
   • 1 reply
   • 1.2k views
   • 
   • BG5150
   • October 6, 2016

2. Excess assets from DB

   By cdavis25, November 19, 2015
   • 3 replies
   • 971 views
   • 
   • Tom Poje
   • November 20, 2015

3. excess contribution

   By Guest ehayes, June 6, 2003
   • 2 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • June 10, 2003

4. Excess Contribution

   By Guest Rutager, September 19, 2008
   • 4 replies
   • 1.5k views
   • 
   • fiona1
   • September 19, 2008

5. Excess Contribution

   By Guest elang, April 9, 2012
   • 0 replies
   • 832 views
   • 
   • Guest
   • April 9, 2012

6. Excess Contribution

   By TH 401k, September 30, 2025
   • 10 replies
   • 913 views
   • 
   • TH 401k
   • October 3, 2025

7. Excess Contribution and ADP Testing

   By Guest AJM 34, August 3, 2007
   • 7 replies
   • 2.8k views
   • 
   • Tom Poje
   • August 13, 2007

8. Excess contribution and forfeited match

   By Sully, January 30, 2004
   • 2 replies
   • 1.6k views
   • 
   • Tom Poje
   • February 2, 2004

9. excess contribution definition

   By K2retire, September 6, 2013
   • 15 replies
   • 2.1k views
   • 
   • david rigby
   • September 9, 2013

10. Excess contribution has been rolled over - now what?

    By Guest WashThisCar, February 2, 2009
    • 1 reply
    • 1k views
    • 
    • rocknrolls2
    • February 2, 2009

11. Excess Contribution question

    By fiona1, October 3, 2006
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • October 4, 2006

12. Excess Contribution Refund Deadline 2009

    By Guest Lee68, February 11, 2009
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • February 11, 2009

13. Excess Contribution Reporting

    By Guest hruser, February 25, 2004
    • 1 reply
    • 1.6k views
    • 
    • Harwood
    • February 25, 2004

14. Excess Contribution to Small Business (single owner) 401(k) Plan

    By Guest neilcap, January 30, 2004
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 3, 2004

15. Excess Contributions

    By Guest KD40, March 17, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 17, 2004

16. Excess contributions

    By Guest mparker2028, February 14, 2005
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • February 14, 2005

17. Excess Contributions

    By Guest Joe Vasko, January 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • Disco Stu
    • January 27, 2003

18. Excess Contributions - Deduction and return of money question

    By Guest JVH, September 23, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2004

19. Excess Contributions - Roth with Loss

    By Lou S., February 5, 2009
    • 2 replies
    • 1.5k views
    • 
    • K2retire
    • February 5, 2009

20. Excess contributions & fed tax withholding

    By SusanKD, February 17, 2010
    • 7 replies
    • 3.1k views
    • 
    • GMK
    • February 26, 2010

21. Excess Contributions after SBJPA 1996

    By Guest kp, October 27, 1998
    • 1 reply
    • 2k views
    • 
    • stephen
    • October 29, 1998

22. Excess Contributions and Earnings on Related Match Forfeiture

    By Guest Kimberly Flett, November 30, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 30, 2001

23. Excess contributions and excess aggregate contributions in determining

    By R. Butler, February 14, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 14, 2001

24. Excess Contributions and the 415 Limit

    By msmith, January 20, 2016
    • 12 replies
    • 8k views
    • 
    • msmith
    • February 22, 2016

25. Excess Contributions and the related Match

    By msmith, January 18, 2008
    • 14 replies
    • 2.8k views
    • 
    • Below Ground
    • February 14, 2008

26. Excess Contributions Cannot Be Made Because Amounts Distributed Per a QDRO

    By Guest Grumpy455, February 17, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • February 17, 2005

27. Excess Contributions Determined Following Death of Participant

    By Guest T-BONE, October 23, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 23, 2002

28. Excess contributions distributed by mistake. How is this corrected?

    By Richard Anderson, November 30, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 1, 2000

29. Excess contributions in off-calendar plan

    By Guest DTromb, May 3, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2006

30. Excess contributions not returned timely

    By blue, April 12, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 13, 2006

31. Excess Contributions on failed ADP test in prior years - calculation of IRA earnings?

    By TPApril, September 9, 2024
    • 1 reply
    • 324 views
    • 
    • Bri
    • September 9, 2024

32. Excess Contributions Refunds

    By Guest Peter Riggins, June 17, 2002
    • 2 replies
    • 1.9k views
    • 
    • pjkoehler
    • June 17, 2002

33. Excess Contributions Subject to Excise Tax Per Committee Report 5102?

    By billfgrady, January 12, 2007
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • January 12, 2007

34. Excess Correction

    By Guest Spock, September 5, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 5, 2012

35. Excess Deferral

    By mmustafa, March 2, 2018
    • 7 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 7, 2018

36. Excess Deferral

    By Guest Giovanni, January 24, 2005
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • January 25, 2005

37. Excess Deferral

    By thepensionmaven, October 26, 2022
    • 4 replies
    • 785 views
    • 
    • thepensionmaven
    • October 27, 2022

38. Excess deferral - 2 plans

    By ombskid, March 21, 2014
    • 7 replies
    • 4.2k views
    • 
    • K2retire
    • December 2, 2014

39. Excess Deferral + ADP Excess Contribution and Non-Calendar Year Plan Years

    By DTH, November 30, 2004
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • November 30, 2004

40. Excess deferral across two plans--too late now?

    By BG5150, May 6, 2024
    • 11 replies
    • 3.1k views
    • 
    • Lou S.
    • May 7, 2024

41. Excess Deferral after 4/15

    By fiona1, June 28, 2011
    • 2 replies
    • 1.6k views
    • 
    • fiona1
    • June 28, 2011

42. Excess Deferral and 415 Limit

    By Vlad401k, March 5, 2018
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • January 29, 2019

43. Excess Deferral and Allocable Loss

    By CO Bank, February 2, 2016   

    • 401
    • 457b
    • (and 1 more)

      Tagged with:

      • 401
      • 457b
      • Excess Deferral
    • 5 replies
    • 1.7k views
    • 
    • CO Bank
    • February 2, 2016

44. Excess Deferral and Excess Contributions in 2010

    By Below Ground, January 5, 2010
    • 25 replies
    • 10k views
    • 
    • RatherBeGolfing
    • February 28, 2017

45. Excess deferral and match forfeiture

    By alexa, November 6, 2008
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • November 7, 2008

46. Excess deferral and related matching

    By Guest Dennis Siko, March 11, 1999
    • 6 replies
    • 3.2k views
    • 
    • Guest
    • March 12, 1999

47. Excess deferral between two plans unrelated employer, how does this ef

    By Guest Kevin Plymyer, March 20, 2001
    • 5 replies
    • 2.4k views
    • 
    • Richard Anderson
    • March 21, 2001

48. Excess Deferral Correction

    By Guest Jill B, May 19, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 19, 2009

49. Excess Deferral Correction

    By Alex Daisy, January 16, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2009

50. excess deferral deadline

    By Rayofsunshine, April 18, 2022
    • 2 replies
    • 600 views
    • 
    • Rayofsunshine
    • April 26, 2022