401(k) Plans

19,321 topics in this forum

1. Items allowed in a 401(k) Plan

   By Guest KMB1978, September 20, 2010
   • 1 reply
   • 956 views
   • 
   • J Simmons
   • September 20, 2010

2. J&S distribution/spousal consent

   By k man, May 25, 2000
   • 0 replies
   • 1.6k views
   • 
   • k man
   • May 25, 2000

3. J&S in a Profit Sharing Plan

   By 52626, April 22, 2014
   • 8 replies
   • 4.6k views
   • 
   • Guest
   • June 19, 2014

4. J&S Language and annuities available

   By austin3515, January 11, 2005
   • 0 replies
   • 1.1k views
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   • austin3515
   • January 11, 2005

5. James LaRue 401(k) Law Suit

   By Andy the Actuary, November 26, 2007
   • 15 replies
   • 3k views
   • 
   • Guest
   • December 1, 2007

6. Jan 1 and Entry Dates

   By Guest Pippy, January 31, 2014
   • 2 replies
   • 941 views
   • 
   • ETA Consulting LLC
   • January 31, 2014

7. January 1 allocation date

   By 30Rock, October 28, 2011
   • 9 replies
   • 1.7k views
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   • 30Rock
   • November 1, 2011

8. January 3, 2014 Paycheck was included in 2013 year

   By Jim Chad, February 27, 2015
   • 3 replies
   • 903 views
   • 
   • Tom Poje
   • February 27, 2015

9. Jelly of the month 401(k)

   By Mr Bagwell, January 11, 2017
   • 8 replies
   • 1.2k views
   • 
   • Mr Bagwell
   • January 12, 2017

10. JNJ Stocks & 401K

    By Guest rpescev, September 30, 1998
    • 1 reply
    • 5.3k views
    • 
    • LCARUSI
    • September 30, 1998

11. Joe works for two unrelated employers in 2002, can he defer $11,000 in

    By maverick, December 13, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 14, 2001

12. John Hancock platform Sch D question

    By ESOP Guy, August 5, 2013
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • August 6, 2013

13. John Hancock Reports

    By Guest raleightpa, November 15, 2007
    • 9 replies
    • 3.4k views
    • 
    • pmacduff
    • November 15, 2007

14. Joint and Survivor/Spousal Consent

    By Guest Lucie, February 18, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 18, 2000

15. Judgment a reported tax event

    By Guest RD73, June 22, 2007
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 22, 2007

16. June 30 plan year end

    By John Feldt ERPA CPC QPA, June 29, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 3, 2009

17. Just Doesn't smell right!

    By TBob, January 20, 2004
    • 6 replies
    • 1.4k views
    • 
    • J2D2
    • January 20, 2004

18. Just took over a top-heavy plan, but no TH Employer contributions sinc

    By Hoard1, May 16, 2000
    • 5 replies
    • 1.6k views
    • 
    • imchipbrown
    • May 24, 2000

19. K-1 and how to calculate Earned Income

    By Guest Born2Run, July 20, 2009
    • 2 replies
    • 8.4k views
    • 
    • BG5150
    • March 16, 2020

20. K-1 comp

    By Lori H, August 17, 2007
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • August 18, 2007

21. K-1 Compensation

    By PFranckowiak, March 14, 2016
    • 1 reply
    • 813 views
    • 
    • Bird
    • March 14, 2016

22. k-1 Compensation and Deferrals

    By Guest Max Power, December 17, 2003
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • December 17, 2003

23. K-1 Compensation For An S-Corp

    By metsfan026, February 15, 2022
    • 6 replies
    • 4.5k views
    • 
    • CuseFan
    • February 15, 2022

24. K-1 compensation for calculating match/profit sharing?

    By Lori H, September 10, 2013
    • 2 replies
    • 4.3k views
    • 
    • Bird
    • September 11, 2013

25. K-1 Compensation Question

    By austin3515, November 3, 2015
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • November 3, 2015

26. K-1 Earned Income

    By Catch22PGM, May 7, 2025
    • 3 replies
    • 2.1k views
    • 
    • fmsinc
    • May 7, 2025

27. K-1 Elig Plan Comp Calc for Limited Partner (LP)

    By B_17, August 13, 2024
    • 0 replies
    • 387 views
    • 
    • B_17
    • August 13, 2024

28. K-1 Income

    By Guest shm3803, October 28, 2010
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • November 4, 2010

29. K-1 income

    By pbarrett, April 8, 2004
    • 5 replies
    • 2.6k views
    • 
    • Lame Duck
    • April 8, 2004

30. K-1 Income Determined on Cash Basis

    By austin3515, January 9, 2014
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • January 10, 2014

31. K-1 with no earnings from SE but includes W2 compensation

    By AS TPA, April 4, 2019
    • 4 replies
    • 1.5k views
    • 
    • AS TPA
    • April 4, 2019

32. K-1, Comp definition

    By Guest m.n.ouellette, May 3, 2007
    • 7 replies
    • 20.6k views
    • 
    • jpod
    • May 3, 2007

33. k/m testing union + nonunion employees

    By LCARUSI, September 15, 1998
    • 2 replies
    • 6.6k views
    • 
    • david shipp
    • September 15, 1998

34. K1 Income and Profit Share

    By Bill Henderson, February 14, 2021
    • 8 replies
    • 1.8k views
    • 
    • Jakyasar
    • February 23, 2021

35. K1 Partner compensation

    By jkharvey, February 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • February 14, 2011

36. K1 Partner(s) exceed 415 because K1 will report a loss

    By jkharvey, March 24, 2015
    • 15 replies
    • 3.9k views
    • 
    • QDROphile
    • March 24, 2015

37. K1 Processing

    By Guest JimJ, October 13, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 2000

38. K1s and W2s

    By CJS07, December 23, 2009
    • 3 replies
    • 1.9k views
    • 
    • Bird
    • December 25, 2009

39. Katrina

    By stevena, November 3, 2005
    • 4 replies
    • 1.5k views
    • 
    • E as in ERISA
    • November 3, 2005

40. Katrina Distributions

    By k man, November 4, 2005
    • 2 replies
    • 1.2k views
    • 
    • k man
    • November 4, 2005

41. Katrina Loans

    By Guest dietpepsi, October 6, 2005
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • October 6, 2005

42. Keep expensive 401K -- or -- invest on our own?

    By Guest heikejohn, May 11, 2005
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • May 11, 2005

43. keeping sources separate

    By cpc0506, June 4, 2012
    • 2 replies
    • 998 views
    • 
    • cpc0506
    • June 4, 2012

44. keeping the PS portion from a 401(k) PS Plan

    By Santo Gold, March 28, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 28, 2006

45. Keeping up with State Tax Withholding Requirements

    By 401king, May 17, 2012
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • May 17, 2012

46. Keogh into 401(k)

    By Guest dhoefer, January 24, 2002
    • 4 replies
    • 2.2k views
    • 
    • Bill Berke
    • January 25, 2002

47. Keogh Plan excess contributions

    By Guest ticket, January 29, 1999
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • January 29, 1999

48. Keogh to MEP

    By Guest FJMISS, September 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • September 16, 2009

49. Key + safe harbor match

    By Guest dhall, January 15, 2009
    • 3 replies
    • 987 views
    • 
    • Tom Poje
    • January 15, 2009

50. Key and HCE status

    By Earl, March 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2011