401(k) Plans

19,321 topics in this forum

1. Excess Roth

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

2. Excess Safe Harbor Match

   By GrammieMame, March 9, 2011
   • 3 replies
   • 4.2k views
   • 
   • 12AX7
   • March 9, 2011

3. Excess Safe Harbor Match

   By Guest W Waldan Lloyd, December 29, 2009
   • 2 replies
   • 1.5k views
   • 
   • Kevin C
   • December 29, 2009

4. Excess Salary Deferral Contributions

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

5. Excess Salary Deferrals

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

6. Excessive or unauthorized contributions

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

7. Excessive profit sharing

   By Dox3725, November 11, 2020
   • 10 replies
   • 1.9k views
   • 
   • RatherBeGolfing
   • November 12, 2020

8. excise tax calculation wrong

   By Kimberly S, August 4, 2008
   • 2 replies
   • 1.2k views
   • 
   • Kimberly S
   • August 4, 2008

9. Excise Tax for Excess Contribution

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

10. Excise tax for failed ADP test

    By Guest mo, April 25, 2000
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • April 25, 2000

11. Excise Tax for Nondeductible (Excess) Contributions

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

12. 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

13. Excise tax on excess contributions

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

14. Excise Tax on Refund of Match Deposited as a Lump-Sum after the End of the Plan Year

    By Christopher Wilson, March 15, 2022
    • 1 reply
    • 849 views
    • 
    • Lou S.
    • March 15, 2022

15. Excise Tax paid on Form 5330

    By AJ North, June 12, 2020
    • 2 replies
    • 695 views
    • 
    • AJ North
    • June 15, 2020

16. Excise tax when refunds are done with 1-to-1 QNEC?

    By BG5150, July 30, 2008
    • 5 replies
    • 3k views
    • 
    • Guest
    • August 4, 2008

17. Excise tax with one to one correction

    By Young Curmudgeon, September 7, 2010
    • 0 replies
    • 930 views
    • 
    • Young Curmudgeon
    • September 7, 2010

18. Excludable Employee in 401k plan

    By Guest amm19, March 26, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 26, 2003

19. Excludable Employees

    By bzorc, December 3, 2014
    • 16 replies
    • 2.5k views
    • 
    • My 2 cents
    • December 5, 2014

20. Excludable Employees

    By Guest J Samuelson, April 2, 1999
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • April 7, 1999

21. Excludable Employees

    By Guest Midas, April 20, 2005
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • April 20, 2005

22. Excludable Employees and Cross-testing

    By Guest CAP, February 28, 2005
    • 12 replies
    • 2.3k views
    • 
    • jquazza
    • March 2, 2005

23. excludable employees and the adp test

    By Guest dubya, November 29, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 29, 2001

24. excludable employees and the adp test

    By Guest dubya, November 29, 2001
    • 5 replies
    • 3.1k views
    • 
    • MWeddell
    • November 29, 2001

25. Excludable for coverage

    By austin3515, December 17, 2005
    • 11 replies
    • 2.2k views
    • 
    • Kevin C
    • January 6, 2006

26. Excludable v.s. Non Excludable for coverage testing

    By RRB, February 1, 2012
    • 5 replies
    • 2.4k views
    • 
    • RRB
    • February 3, 2012

27. Exclude Anyone Hired After a Date

    By austin3515, August 21, 2014
    • 2 replies
    • 988 views
    • 
    • John Feldt ERPA CPC QPA
    • August 22, 2014

28. Exclude catagories of NHCEs from Safe Harbor

    By Earl, June 20, 2008
    • 5 replies
    • 3.1k views
    • 
    • J Simmons
    • June 23, 2008

29. Exclude commissions on match

    By Lou81, February 23, 2021   

    • compensation exclusion
    • 2 replies
    • 933 views
    • 
    • Alonzo Church
    • February 25, 2021

30. Exclude deferrals from bonus from SH Match?

    By jkharvey, April 13, 2018
    • 7 replies
    • 2.6k views
    • 
    • Luke Bailey
    • June 18, 2018

31. Exclude employees based on Employment Classification

    By Alex Daisy, October 30, 2008
    • 3 replies
    • 1.6k views
    • 
    • BG5150
    • October 31, 2008

32. Exclude from definition of compensation the amount of any health coverage "buybacks"?

    By austin3515, October 1, 2003
    • 0 replies
    • 911 views
    • 
    • austin3515
    • October 1, 2003

33. Exclude from testing if Term <501 hours

    By Tom, March 18, 2024
    • 3 replies
    • 663 views
    • 
    • Tom
    • March 20, 2024

34. Exclude HCE from 3% safe harbor nonelective

    By alwaysaquestion, July 10, 2024
    • 8 replies
    • 1.9k views
    • 
    • Belgarath
    • July 15, 2024

35. Exclude HCE from 401(k) plan w/out provision?

    By TPApril, April 15, 2016
    • 10 replies
    • 2.5k views
    • 
    • TPApril
    • April 18, 2016

36. Exclude HCE's from SHNEC for flexibility

    By Jim Chad, May 21, 2008
    • 13 replies
    • 3.7k views
    • 
    • Jim Chad
    • May 29, 2008

37. Exclude HCEs from match

    By Scott50, March 11, 2019
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 12, 2019

38. Exclude HCEs from SH

    By abanky, July 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • buckaroo
    • July 24, 2008

39. Exclude NHCE that are currently eligible

    By justanotheradmin, August 20, 2019
    • 11 replies
    • 2.1k views
    • 
    • BG5150
    • September 3, 2019

40. Exclude Non-U.S. Source Income from Compensation

    By EBECatty, November 12, 2020
    • 0 replies
    • 401 views
    • 
    • EBECatty
    • November 12, 2020

41. Exclude one LLC Partner from Permitted Disparity

    By PMZJohn, January 10, 2019   

    • safe harbor with permitted disparity
    • 25 replies
    • 2.4k views
    • 
    • Larry Starr
    • January 15, 2019

42. Exclude Owner from 3% SH

    By jkharvey, November 28, 2007
    • 3 replies
    • 1.3k views
    • 
    • Jim Chad
    • November 29, 2007

43. Exclude some NHCE from discretionary match in SH plan

    By BG5150, November 26, 2019
    • 9 replies
    • 1.9k views
    • 
    • BG5150
    • November 27, 2019

44. exclude SOME union employees?

    By AlbanyConsultant, January 16
    • 3 replies
    • 431 views
    • 
    • CuseFan
    • Monday at 07:17 PM

45. Exclude Temporary Employees

    By austin3515, October 2, 2014
    • 3 replies
    • 3.2k views
    • 
    • KJohnson
    • October 2, 2014

46. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle, August 20, 2019   

    • prior plan
    • 403(b)
    • (and 1 more)

      Tagged with:

      • prior plan
      • 403(b)
      • vesting
    • 0 replies
    • 535 views
    • 
    • 401Kerfuffle
    • August 20, 2019

47. Excluded Bargained Employees let into 401(k)

    By jsample, September 11, 2017
    • 4 replies
    • 775 views
    • 
    • jsample
    • September 12, 2017

48. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci, December 17, 2024
    • 1 reply
    • 513 views
    • 
    • Peter Gulia
    • December 18, 2024

49. Excluded Class

    By Melissa, March 14, 2019
    • 5 replies
    • 1.5k views
    • 
    • Melissa
    • March 15, 2019

50. Excluded Class Allowed to Defer

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