401(k) Plans

19,275 topics in this forum

1. Excess deferrals

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

2. Excess Deferrals

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

3. Excess Deferrals

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

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

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

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

   By Guest Vreez, July 8, 2004
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • July 8, 2004

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

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

7. Excess deferrals and non-discrimination testing.

   By Guest Sara H, July 16, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • July 19, 1999

8. Excess Deferrals for 2007

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

9. 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
   • 568 views
   • 
   • ldr
   • May 3, 2021

10. Excess Deferrals in two plans

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

11. excess deferrals rolled to IRA

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

12. Excess deferrals with losses

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

13. excess deposits/415 issues

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

14. Excess distribution and 1099?

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

15. Excess Distributions

    By Guest Thornton, February 5, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 5, 1999

16. Excess distributions before 2 1/2 months

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

17. Excess Elective Deferrals

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

18. Excess Employer Contribution - Solo 401k

    By H2202, March 16, 2021
    • 8 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 17, 2021

19. Excess Employer Safe Harbor Match

    By Theresa, March 26, 2019
    • 6 replies
    • 2k views
    • 
    • C. B. Zeller
    • March 27, 2019

20. Excess hardship withdrawal allowed

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

21. Excess Life Insurance and 3401(a) Wages

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

22. Excess life insurance included in definition of compensation?

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

23. Excess Loan Repayment

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

24. EXCESS MATCH

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

25. Excess match - distributed

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

26. Excess match & deminimus distribution of $50

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

27. excess match and acp correction

    By Lori H, March 27, 2008
    • 13 replies
    • 10.9k views
    • 
    • TPApril
    • January 26, 2016

28. Excess match but no excess deferrals

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

29. Excess Match Contribution

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

30. Excess match due to failed ADP Test

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

31. excess match for one NHCE

    By M Norton, September 25, 2019
    • 12 replies
    • 1k views
    • 
    • Larry Starr
    • September 27, 2019

32. Excess match in 2000

    By Guest ycurran, February 15, 2002
    • 5 replies
    • 1.8k views
    • 
    • lkpittman
    • August 12, 2002

33. Excess Matching Contribution

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

34. excess matching contributions

    By Guest Paul Jalazo, March 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • March 24, 2003

35. Excess matching contributions

    By Guest ERISA_kid, September 30, 2004
    • 1 reply
    • 1.6k views
    • 
    • Brian Gallagher
    • September 30, 2004

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

    By sdix401k, February 24, 2004
    • 11 replies
    • 2.7k views
    • 
    • E as in ERISA
    • February 26, 2004

37. Excess refunds of excess deferrals

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

38. Excess Roth

    By thepensionmaven, October 8, 2020
    • 4 replies
    • 672 views
    • 
    • Luke Bailey
    • October 8, 2020

39. Excess Safe Harbor Match

    By GrammieMame, March 9, 2011
    • 3 replies
    • 4.1k views
    • 
    • 12AX7
    • March 9, 2011

40. Excess Safe Harbor Match

    By Guest W Waldan Lloyd, December 29, 2009
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • December 29, 2009

41. Excess Salary Deferral Contributions

    By Dougsbpc, February 17, 2024
    • 3 replies
    • 905 views
    • 
    • Paul I
    • February 20, 2024

42. Excess Salary Deferrals

    By Dougsbpc, July 15, 2009
    • 2 replies
    • 3.2k views
    • 
    • BG5150
    • July 15, 2009

43. Excessive or unauthorized contributions

    By Guest jvanheyde, March 1, 2007
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • March 1, 2007

44. Excessive profit sharing

    By Dox3725, November 11, 2020
    • 10 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • November 12, 2020

45. excise tax calculation wrong

    By Kimberly S, August 4, 2008
    • 2 replies
    • 1.1k views
    • 
    • Kimberly S
    • August 4, 2008

46. Excise Tax for Excess Contribution

    By Guest kgsingletary, May 22, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 22, 2002

47. Excise tax for failed ADP test

    By Guest mo, April 25, 2000
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • April 25, 2000

48. Excise Tax for Nondeductible (Excess) Contributions

    By Purplemandinga, September 27, 2018
    • 5 replies
    • 1.5k views
    • 
    • Larry Starr
    • September 28, 2018

49. Excise Tax on Contributions exceeding 15% deduction limit.

    By Guest SHP, January 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • M R Bernardin
    • January 19, 2001

50. Excise tax on excess contributions

    By nancy, March 29, 1999
    • 1 reply
    • 1.9k views
    • 
    • LCARUSI
    • April 2, 1999