401(k) Plans

19,321 topics in this forum

1. Excess Deferral Discovered after April 15th

   By Guest platte1, August 27, 2004
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • August 30, 2004

2. Excess deferral earnings calc

   By Guest JWR, December 21, 2010
   • 6 replies
   • 6.4k views
   • 
   • Übernerd
   • October 10, 2011

3. Excess Deferral for 2006

   By Guest AJM 34, August 7, 2007
   • 4 replies
   • 1.2k views
   • 
   • Tom Poje
   • August 7, 2007

4. Excess Deferral or Catch-up Contribution

   By rocknrolls2, February 2, 2009
   • 3 replies
   • 1.2k views
   • 
   • Mike Preston
   • February 3, 2009

5. Excess Deferral Ordering Rules

   By tuna524, February 10, 2017
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • February 10, 2017

6. Excess deferral question

   By Tom, September 11, 2025
   • 4 replies
   • 2.6k views
   • 
   • austin3515
   • September 12, 2025

7. Excess Deferral Refunded Before Year End

   By coleboy, November 2, 2017
   • 6 replies
   • 2k views
   • 
   • Patricia Neal Jensen
   • November 6, 2017

8. Excess Deferral Roth

   By Brenda Wren, April 20, 2021
   • 8 replies
   • 1.5k views
   • 
   • Luke Bailey
   • May 14, 2021

9. Excess Deferral to Solo 401k Promptly Corrected. Tax Implications?

   By J295, March 15, 2021
   • 3 replies
   • 1k views
   • 
   • TPApril
   • March 17, 2021

10. Excess Deferral unrelated plans and ADP Refund

    By legort69, March 25, 2020
    • 2 replies
    • 763 views
    • 
    • NJ Mike
    • March 31, 2020

11. Excess Deferral?

    By No Name, March 31, 2005
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • March 31, 2005

12. Excess Deferral... or not

    By Guest ccl, January 7, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 9, 2009

13. excess deferrals

    By Felicia, May 3, 2006
    • 3 replies
    • 1.7k views
    • 
    • ERISAnut
    • May 3, 2006

14. Excess deferrals

    By rlb64, March 20, 2006
    • 5 replies
    • 1.5k views
    • 
    • rlb64
    • March 20, 2006

15. Excess Deferrals

    By thepensionmaven, September 27, 2016
    • 2 replies
    • 790 views
    • 
    • Tom Poje
    • September 29, 2016

16. Excess Deferrals

    By MBCarey, July 29, 2003
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • July 29, 2003

17. Excess Deferrals - taxable in prior year, but 1099-R for which year

    By TPApril, March 10, 2021
    • 3 replies
    • 770 views
    • 
    • Lou S.
    • March 11, 2021

18. Excess Deferrals and 401(a)(4)

    By Guest Vreez, July 8, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 8, 2004

19. excess deferrals and excess contributions ..form 5500 and statements

    By Draper55, May 6, 2014
    • 2 replies
    • 4.3k views
    • 
    • Tom Poje
    • May 6, 2014

20. Excess deferrals and non-discrimination testing.

    By Guest Sara H, July 16, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 19, 1999

21. Excess Deferrals for 2007

    By Janice F, February 19, 2009
    • 2 replies
    • 1.3k views
    • 
    • Janice F
    • February 23, 2009

22. Excess deferrals in a tribal non-ERISA 401(k) plan

    By ldr, May 3, 2021   

    • tribal
    • non-erisa vs. erisa
    • (and 1 more)

      Tagged with:

      • tribal
      • non-erisa vs. erisa
      • 402(g)
    • 1 reply
    • 602 views
    • 
    • ldr
    • May 3, 2021

23. Excess Deferrals in two plans

    By Guest lforesz, February 13, 2002
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 13, 2002

24. excess deferrals rolled to IRA

    By 30Rock, January 11, 2014
    • 2 replies
    • 2.3k views
    • 
    • Appleby
    • January 13, 2014

25. Excess deferrals with losses

    By Bird, April 11, 2023
    • 3 replies
    • 663 views
    • 
    • Bird
    • April 12, 2023

26. excess deposits/415 issues

    By Jakyasar, March 26, 2023
    • 6 replies
    • 998 views
    • 
    • Jakyasar
    • March 28, 2023

27. Excess distribution and 1099?

    By Dennis Povloski, May 2, 2011
    • 2 replies
    • 888 views
    • 
    • Dennis Povloski
    • May 2, 2011

28. Excess Distributions

    By Guest Thornton, February 5, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 1999

29. Excess distributions before 2 1/2 months

    By Brian Gallagher, March 17, 2004
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • March 17, 2004

30. Excess Elective Deferrals

    By Guest sbavely, November 17, 1998
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • November 25, 1998

31. Excess Employer Contribution - Solo 401k

    By H2202, March 16, 2021
    • 8 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 17, 2021

32. Excess Employer Safe Harbor Match

    By Theresa, March 26, 2019
    • 6 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • March 27, 2019

33. Excess hardship withdrawal allowed

    By Belgarath, August 9, 2005
    • 0 replies
    • 1.3k views
    • 
    • Belgarath
    • August 9, 2005

34. Excess Life Insurance and 3401(a) Wages

    By Susan S., March 8, 2011
    • 0 replies
    • 1.3k views
    • 
    • Susan S.
    • March 8, 2011

35. Excess life insurance included in definition of compensation?

    By kwalified, September 13, 2012
    • 4 replies
    • 2.9k views
    • 
    • kwalified
    • September 17, 2012

36. Excess Loan Repayment

    By Guest Susan M., October 20, 2011
    • 6 replies
    • 2k views
    • 
    • Jim Chad
    • October 22, 2011

37. EXCESS MATCH

    By Lori H, March 16, 2006
    • 0 replies
    • 1.5k views
    • 
    • Lori H
    • March 16, 2006

38. Excess match - distributed

    By kymo, February 7, 2017
    • 1 reply
    • 430 views
    • 
    • K2
    • February 8, 2017

39. Excess match & deminimus distribution of $50

    By alexa, December 8, 2008
    • 2 replies
    • 1.8k views
    • 
    • alexa
    • December 9, 2008

40. excess match and acp correction

    By Lori H, March 27, 2008
    • 13 replies
    • 11k views
    • 
    • TPApril
    • January 26, 2016

41. Excess match but no excess deferrals

    By Guest LLandau, May 16, 2002
    • 4 replies
    • 2k views
    • 
    • pjkoehler
    • May 17, 2002

42. Excess Match Contribution

    By Guest MUSICMAN, April 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • April 12, 2002

43. Excess match due to failed ADP Test

    By cpc0506, February 4, 2019
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • February 5, 2019

44. excess match for one NHCE

    By M Norton, September 25, 2019
    • 12 replies
    • 1.1k views
    • 
    • Larry Starr
    • September 27, 2019

45. Excess match in 2000

    By Guest ycurran, February 15, 2002
    • 5 replies
    • 1.9k views
    • 
    • lkpittman
    • August 12, 2002

46. Excess Matching Contribution

    By ac, December 3, 2012
    • 1 reply
    • 1k views
    • 
    • BG5150
    • December 3, 2012

47. excess matching contributions

    By Guest Paul Jalazo, March 21, 2003
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • March 24, 2003

48. Excess matching contributions

    By Guest ERISA_kid, September 30, 2004
    • 1 reply
    • 1.7k views
    • 
    • Brian Gallagher
    • September 30, 2004

49. Excess Profit Sharing Money's/ Can it be returned

    By sdix401k, February 24, 2004
    • 11 replies
    • 2.8k views
    • 
    • E as in ERISA
    • February 26, 2004

50. Excess refunds of excess deferrals

    By Guest Iwonder, December 22, 2005
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • December 22, 2005