401(k) Plans

19,321 topics in this forum

1. Form 1099-R not filed for deemed loan

   By DDB BN, November 7, 2019
   • 5 replies
   • 1.3k views
   • 
   • DDB BN
   • November 8, 2019

2. Form 1099-R Reporting for Loans

   By Guest Joseph Corona, December 29, 2000
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • December 29, 2000

3. Form 1099R & MRD

   By Guest jim williams, February 14, 2003
   • 1 reply
   • 1.5k views
   • 
   • Mary Kay Foss
   • February 15, 2003

4. Form 18? Profit Sharing Contribution

   By emmetttrudy, July 23, 2013
   • 6 replies
   • 925 views
   • 
   • Gadgetfreak
   • July 24, 2013

5. Form 5300 for ASG Determination?

   By Susan S., December 15, 2016
   • 0 replies
   • 598 views
   • 
   • Susan S.
   • December 15, 2016

6. Form 5300 Question

   By Scott, November 6, 2001
   • 0 replies
   • 1.4k views
   • 
   • Scott
   • November 6, 2001

7. Form 5307 - Schedule Q

   By MBCarey, April 3, 2003
   • 1 reply
   • 1.3k views
   • 
   • lkpittman
   • April 3, 2003

8. Form 5308

   By bitsyhaze, January 13, 2016   

   • Short Plan Year
   • Form 5308
   • 0 replies
   • 850 views
   • 
   • bitsyhaze
   • January 13, 2016

9. Form 5310

   By Guest kmbrown, January 16, 2002
   • 2 replies
   • 1.5k views
   • 
   • Medusa
   • January 18, 2002

10. Form 5310

    By ERISA25, December 11, 2012
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • December 13, 2012

11. Form 5310

    By Guest benefitsanalyst, September 22, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • September 22, 2008

12. Form 5310 submissions through pay.gov

    By BenefitsBum, October 21, 2021
    • 4 replies
    • 884 views
    • 
    • bito'money
    • December 16, 2021

13. Form 5310-A Question 4(b)

    By John A, June 28, 2001
    • 0 replies
    • 1.8k views
    • 
    • John A
    • June 28, 2001

14. Form 5330

    By justatester, April 17, 2012
    • 3 replies
    • 2.1k views
    • 
    • fiona1
    • April 19, 2012

15. Form 5330

    By 52626, December 6, 2024
    • 6 replies
    • 873 views
    • 
    • Laydesi
    • December 19, 2025

16. Form 5330

    By Guest mwest, July 17, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • July 20, 2001

17. Form 5330

    By 12AX7, October 23, 2012
    • 14 replies
    • 2.6k views
    • 
    • 12AX7
    • October 25, 2012

18. Form 5330

    By commishvp, September 19, 2008
    • 4 replies
    • 3k views
    • 
    • BG5150
    • September 23, 2008

19. Form 5330

    By Guest IluvNewComp, December 30, 2008
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • December 30, 2008

20. Form 5330

    By 52626, March 30, 2012
    • 1 reply
    • 1.6k views
    • 
    • D Lewis
    • April 2, 2012

21. Form 5330

    By Guest MEGary, February 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • February 27, 2002

22. Form 5330

    By CLE401kGuy, January 24, 2013
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • January 25, 2013

23. Form 5330

    By justatester, April 7, 2009
    • 1 reply
    • 943 views
    • 
    • Bill Presson
    • April 7, 2009

24. FORM 5330

    By Guest Chuck118, July 27, 2011
    • 6 replies
    • 3.2k views
    • 
    • Ron Snyder
    • July 27, 2011

25. Form 5330

    By Chippy, May 8, 2020
    • 1 reply
    • 463 views
    • 
    • mattmc82
    • May 15, 2020

26. Form 5330 - Excise Tax Deductibility for Federal and CA Return

    By khidalgo, February 13, 2018
    • 0 replies
    • 618 views
    • 
    • khidalgo
    • February 13, 2018

27. Form 5330 - Excise tax on late deposit of deferrals

    By MarZDoates, March 15, 2006
    • 5 replies
    • 4k views
    • 
    • Archimage
    • April 24, 2006

28. Form 5330 - Paid Preparer? PTIN?

    By ldr, January 7, 2020   

    • 5330
    • excise tax form
    • (and 1 more)

      Tagged with:

      • 5330
      • excise tax form
      • ptin
    • 9 replies
    • 1.8k views
    • 
    • ldr
    • January 8, 2020

29. Form 5330 -v- VFCP

    By Guest Pensions in Paradise, August 22, 2005
    • 5 replies
    • 8.9k views
    • 
    • JanetM
    • September 6, 2005

30. Form 5330 (for excise tax due to late contributions of elective deferr

    By Guest Mike Mallon, July 10, 2000
    • 2 replies
    • 2.2k views
    • 
    • actuarysmith
    • July 12, 2000

31. Form 5330 / E-Filing

    By austin3515, June 3, 2024
    • 9 replies
    • 2.4k views
    • 
    • Leopurrd-401k
    • June 24, 2025

32. Form 5330 and after-tax contributions

    By J. Bringhurst, August 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 22, 2002

33. Form 5330 and excise tax duedate

    By alexa, September 26, 2008
    • 2 replies
    • 3k views
    • 
    • fiona1
    • September 29, 2008

34. Form 5330 and Late Contributions

    By Guest moorhan, August 29, 2001
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • August 29, 2001

35. Form 5330 and VFC Program

    By Guest cosmo01, May 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 16, 2003

36. Form 5330 dates

    By Guest Peggy806, December 11, 2009
    • 1 reply
    • 957 views
    • 
    • JanetM
    • December 12, 2009

37. Form 5330 Excise Penalty Tax

    By Below Ground, May 9, 2007
    • 3 replies
    • 2.9k views
    • 
    • Belgarath
    • May 10, 2007

38. Form 5330 Excise Tax on late ADP Corrections

    By justatester, June 15, 2020
    • 4 replies
    • 905 views
    • 
    • justatester
    • June 15, 2020

39. Form 5330 for excess contributions

    By Guest Pat Metallic, June 3, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 3, 2009

40. Form 5330 for excess contributions from 2011

    By AKconsult, October 7, 2014   

    • 5330 excess contributions
    • 0 replies
    • 1.1k views
    • 
    • AKconsult
    • October 7, 2014

41. Form 5330 for late deferral deposits

    By doombuggy, April 26, 2011
    • 1 reply
    • 1.6k views
    • 
    • ESOP Guy
    • April 26, 2011

42. Form 5330 Lost Earnings

    By Becca, June 21, 2023   

    • 5330 late contributions
    • 5330
    • (and 1 more)

      Tagged with:

      • 5330 late contributions
      • 5330
      • missed earnings
    • 2 replies
    • 2.9k views
    • 
    • Below Ground
    • June 22, 2023

43. Form 5330 question

    By BG5150, October 1, 2007
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • October 1, 2007

44. Form 5330 Reporting Excise Tax Due

    By MBCarey, October 20, 2010
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • October 20, 2010

45. Form 5330: Late ADP/ACP corrections

    By justatester, October 1, 2008
    • 5 replies
    • 5.7k views
    • 
    • justatester
    • October 8, 2008

46. Form 5500 - 20% in single security

    By Spencer, July 26, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 20, 1999

47. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026, October 5, 2023
    • 2 replies
    • 4.7k views
    • 
    • John ATL
    • October 5, 2023

48. Form 5500 - Deemed Distribution

    By Vlad401k, April 6, 2021
    • 0 replies
    • 553 views
    • 
    • Vlad401k
    • April 6, 2021

49. Form 5500 - Mistake On Participant Count (Amended Form Needed?)

    By metsfan026, August 6, 2025
    • 3 replies
    • 1.6k views
    • 
    • Bri
    • August 7, 2025

50. form 5500 - participant count

    By Chippy, June 28, 2021
    • 2 replies
    • 959 views
    • 
    • Mike Preston
    • June 29, 2021