401(k) Plans

19,321 topics in this forum

1. HCE/Key Employee Only Plan

   By Guest Brian Anderson, October 25, 2012
   • 4 replies
   • 1.8k views
   • 
   • chc93
   • October 25, 2012

2. HCEs

   By Guest Pete Joachim, December 27, 2002
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • December 30, 2002

3. HCEs - Multiple Employer Plan

   By Disco Stu, November 20, 2001
   • 1 reply
   • 2.4k views
   • 
   • jaemmons
   • November 20, 2001

4. HCEs & ADP

   By pmacduff, January 8, 2008
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • January 9, 2008

5. HCEs and 401(k)

   By BellaBee41, September 10, 2024
   • 2 replies
   • 788 views
   • 
   • EBECatty
   • September 10, 2024

6. HCEs and nondiscrimination test

   By Guest dhoetger, May 1, 2001
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • May 9, 2001

7. HCEs Deferral Elections

   By Guest Jodie Dailey, December 16, 1998
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • December 17, 1998

8. HCEs excluded for SH

   By TH 401k, November 11, 2025
   • 17 replies
   • 1.3k views
   • 
   • BG5150
   • November 19, 2025

9. HCEs excluded from Profit Sharing Contribution

   By MarZDoates, September 24, 2013
   • 1 reply
   • 1.9k views
   • 
   • Lou S.
   • September 24, 2013

10. HCEs in 2 Plans

    By Guest Chains, November 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 30, 1999

11. HCEs in both US and Puerto Rico Plan

    By justatester, January 5, 2016
    • 0 replies
    • 844 views
    • 
    • justatester
    • January 5, 2016

12. HCEs in Stock Acquistion

    By justatester, August 27, 2009
    • 0 replies
    • 894 views
    • 
    • justatester
    • August 27, 2009

13. HCEs in the First Year of a Plan

    By Guest MAWalsh, February 13, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • February 13, 2003

14. HCEs not receiving regular employer match

    By Rose, March 9, 2022
    • 2 replies
    • 553 views
    • 
    • BG5150
    • March 9, 2022

15. HCEs opt out of Sfe Harbor Match?

    By Guest jhilliard, September 9, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 9, 2003

16. HCEs participating in more than one of the unrelated employer plans

    By Guest kimninh, July 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • July 31, 2002

17. HCEs Took Distribution/Plan Fails ADP Test

    By Guest Liz Mikkelson, February 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Disco Stu
    • February 19, 1999

18. HCEs work at two locations of car dealership.

    By Tapestry, June 28, 2017   

    • hce
    • 3 replies
    • 994 views
    • 
    • david rigby
    • June 29, 2017

19. HCEs, prior year data, eligible compensation questions for ADP test

    By Guest EBC, January 26, 1999
    • 5 replies
    • 2.9k views
    • 
    • Tom Poje
    • January 28, 1999

20. HCEs: look-back year or Determination Year?

    By Guest GregSelf, August 2, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 2, 1999

21. Health Care Saving Account and 415 compensation

    By 30Rock, June 23, 2017
    • 2 replies
    • 1k views
    • 
    • 30Rock
    • June 23, 2017

22. Health Ins. Opt. Out...Mandatory 401(k)?

    By Guest Bob Rosenbaum, August 2, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 8, 1999

23. health insurance preimums

    By LIBERTYKID, April 23, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • June 7, 2009

24. Health Insurance Premiums - Hardship withdrawal?

    By Guest Michael Anderson, November 11, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 11, 2002

25. Health insurance premiums contributed to 401(k) plan if employees "Opts Out" of family coverage

    By Guest cosmo01, March 16, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 16, 2004

26. HEART Act

    By Belgarath, January 6, 2010
    • 0 replies
    • 994 views
    • 
    • Belgarath
    • January 6, 2010

27. HEART ACT

    By Nassau, August 18, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 19, 2010

28. HEART Act

    By Nassau, July 27, 2010
    • 0 replies
    • 1k views
    • 
    • Nassau
    • July 27, 2010

29. HEART ACT

    By LIBERTYKID, July 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 15, 2009

30. HEART and Qualified Reservist Distributions

    By Guest Statler, February 4, 2010
    • 1 reply
    • 3.5k views
    • 
    • 401K_AZ
    • March 26, 2015

31. Hedge Fund Regulations

    By fidu, May 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • fidu
    • May 8, 2002

32. Hedge Funds, UBTI and Profit Sharing Plans

    By Guest NeophiteTPA, March 30, 2006
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 30, 2006

33. HELP - 415 compensation definition

    By PAL, March 2, 2007
    • 0 replies
    • 2.7k views
    • 
    • PAL
    • March 2, 2007

34. Help - 5500EZ (Solo 401K) - $150K penalty notice CP 220

    By Help_5500EZ_150K, October 18, 2023
    • 19 replies
    • 5.6k views
    • 
    • 5500EZ Help Me
    • February 2, 2024

35. Help - annual addition limits in the year of on asset sale

    By Guest MikeD, October 25, 2005
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 26, 2005

36. Help - IRS Plan Number Issue due to reverse plan merger

    By Zach Del, August 26, 2024   

    • 5500
    • merger/acquisition
    • (and 2 more)

      Tagged with:

      • 5500
      • merger/acquisition
      • compliance
      • reporting
    • 0 replies
    • 264 views
    • 
    • Zach Del
    • August 26, 2024

37. Help - Misguided CPA!

    By Guest PLHart, September 29, 1999
    • 8 replies
    • 1.9k views
    • 
    • GBurns
    • October 22, 1999

38. HELP :) In Plan Roth Conversion (Last Minute!)

    By austin3515, December 31, 2014
    • 11 replies
    • 1.4k views
    • 
    • Briandfox
    • January 3, 2015

39. Help ASAP! Former Key Employee Accounts

    By sloble@crowleyfleck.com, October 5, 2004
    • 4 replies
    • 2.2k views
    • 
    • sloble@crowleyfleck.com
    • October 5, 2004

40. Help calculating contributions for LLC members

    By Guest schmpat, January 22, 2004
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 23, 2004

41. help for an HCE who is habitually receiving refunds.

    By Lori H, March 11, 2004
    • 11 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • March 15, 2004

42. Help needed with company stock match question

    By Guest bbaudo, November 11, 2002
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • November 13, 2002

43. Help needed...tough situation

    By scarabrad, April 2, 2018
    • 1 reply
    • 481 views
    • 
    • jpod
    • April 2, 2018

44. Help on ineligible deferrals

    By Tostevino, April 15, 2017
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • April 17, 2017

45. Help Search

    By kocak, April 29, 2003
    • 6 replies
    • 1.4k views
    • 
    • kocak
    • April 30, 2003

46. help w/ vested percentage

    By Brian Gallagher, September 20, 2004
    • 13 replies
    • 1.8k views
    • 
    • Brian Gallagher
    • September 21, 2004

47. Help with 3b of Form 5300

    By fiona1, January 21, 2010
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • January 21, 2010

48. Help with 401K annuity roll-over

    By Guest heike, January 14, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 19, 2006

49. Help with 415 Limit

    By MD-Benefits Guy, August 22, 2024
    • 1 reply
    • 565 views
    • 
    • Bri
    • August 22, 2024

50. Help with an RFP for 401k vendors

    By Guest Kerry, November 2, 1998
    • 3 replies
    • 3.4k views
    • 
    • LCARUSI
    • November 5, 1998