401(k) Plans

19,321 topics in this forum

1. Late Deferral Contributions

   By FishOn, December 5, 2023
   • 7 replies
   • 1.7k views
   • 
   • Paul I
   • December 5, 2023

2. Late deferral contributions; can excise tax be waived if delay is due to TPA's refusal to accept and process them?

   By Guest Shmedd, September 19, 2003
   • 1 reply
   • 1.2k views
   • 
   • RCK
   • September 19, 2003

3. Late deferral deposit

   By Guest terric, October 12, 2005
   • 3 replies
   • 1.6k views
   • 
   • E as in ERISA
   • October 12, 2005

4. Late deferral Deposit and VFCP application

   By AdKu, June 4, 2018
   • 14 replies
   • 1.3k views
   • 
   • ERISAAPPLE
   • June 5, 2018

5. late deferral deposit correction

   By Tom, February 1, 2023
   • 4 replies
   • 975 views
   • 
   • RatherBeGolfing
   • February 1, 2023

6. Late deferral deposits and earnings calculation

   By Tom, September 19, 2024
   • 12 replies
   • 2.2k views
   • 
   • Peter Gulia
   • July 16, 2025

7. Late deferral excise tax - deductible?

   By PAL, July 1, 2008
   • 1 reply
   • 4.1k views
   • 
   • BeckyMiller
   • July 3, 2008

8. Late Deferral Form 5330 Filing

   By Below Ground, March 20, 2008
   • 5 replies
   • 2.5k views
   • 
   • 401 Chaos
   • June 9, 2009

9. Late deferral penalty for 2020 and 2021

   By Jakyasar, October 13, 2022
   • 10 replies
   • 827 views
   • 
   • Jakyasar
   • October 13, 2022

10. Late deferrals

    By EBDI, May 13, 2014
    • 6 replies
    • 1.9k views
    • 
    • EBDI
    • May 13, 2014

11. Late deferrals - earnings calculation

    By Guest robin s vatalaro, November 3, 1998
    • 1 reply
    • 2k views
    • 
    • LCARUSI
    • November 5, 1998

12. Late deferrals - responsibility & who deposits

    By TPApril, June 27, 2014
    • 3 replies
    • 904 views
    • 
    • ESOP Guy
    • June 30, 2014

13. Late Deferrals -Form 5330

    By amcorson, October 25, 2006
    • 2 replies
    • 3.3k views
    • 
    • amcorson
    • October 25, 2006

14. Late Deferrals and VFCP/Form 5330

    By J. Bringhurst, October 27, 2004
    • 6 replies
    • 3k views
    • 
    • J. Bringhurst
    • November 1, 2004

15. Late deferrals interest for people who left a long time ago

    By BG5150, March 12, 2020
    • 5 replies
    • 821 views
    • 
    • BG5150
    • March 16, 2020

16. Late Deferrals/Voluntary Correction Program?

    By CJS07, December 12, 2007
    • 0 replies
    • 1.4k views
    • 
    • CJS07
    • December 12, 2007

17. Late Defferals service provider liability

    By k man, August 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • August 20, 2007

18. Late Deposit

    By PFranckowiak, April 12, 2018
    • 1 reply
    • 508 views
    • 
    • ETA Consulting LLC
    • April 12, 2018

19. Late Deposit

    By Randy Watson, May 18, 2012
    • 6 replies
    • 1.2k views
    • 
    • Randy Watson
    • May 18, 2012

20. Late Deposit - Lost Earnings

    By MGOAdmin, September 29, 2014   

    • Late deposit
    • lost earnings
    • 4 replies
    • 1.1k views
    • 
    • K2retire
    • October 1, 2014

21. late deposit and 415 limits

    By K2retire, October 3, 2014
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • October 3, 2014

22. Late Deposit clarification

    By Guest tcunagin, April 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • jquazza
    • April 13, 2004

23. Late deposit due to mail service

    By Guest SueJ, April 15, 2003
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • April 15, 2003

24. Late deposit during blackout

    By austin3515, August 12, 2020
    • 23 replies
    • 5.3k views
    • 
    • Peter Gulia
    • August 18, 2020

25. late deposit for corp with 2 owners, no EEs

    By Guest JL Sperry, April 22, 2014   

    • late deposits
    • 1 reply
    • 861 views
    • 
    • Peter Gulia
    • April 22, 2014

26. Late Deposit Lost Earnings Calculation

    By Archimage, May 9, 2017
    • 5 replies
    • 3.1k views
    • 
    • Belgarath
    • May 15, 2017

27. late deposit next steps?

    By cripp12, December 14, 2016
    • 11 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 16, 2016

28. Late Deposit not "quite" corrected

    By Just Me, August 13, 2004
    • 2 replies
    • 1.3k views
    • 
    • Just Me
    • August 13, 2004

29. Late deposit of 2004 deferrals were done in early 2005, do we need to file two 5330's?

    By Beltane, July 19, 2005
    • 11 replies
    • 2.3k views
    • 
    • austin3515
    • July 26, 2005

30. Late deposit of 401(k) and negative earnings

    By MoShawn, September 23, 2009
    • 9 replies
    • 6k views
    • 
    • chc93
    • April 28, 2017

31. Late Deposit of 401(k) Deferrals

    By MarZDoates, August 4, 2003
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • August 13, 2003

32. Late Deposit of 401(k) Deferrals / Form 5330

    By 415 Limit, July 26, 2011
    • 3 replies
    • 1.7k views
    • 
    • K2retire
    • July 26, 2011

33. Late Deposit of Contributions

    By PFranckowiak, December 19, 2014
    • 15 replies
    • 4k views
    • 
    • ESOP Guy
    • December 24, 2014

34. Late deposit of Contributions -- class exemption for filing form 5330

    By PensionPal, November 5, 2021
    • 1 reply
    • 549 views
    • 
    • C. B. Zeller
    • November 5, 2021

35. Late Deposit of Deferrals?

    By BG5150, January 19, 2017
    • 6 replies
    • 1.1k views
    • 
    • RestAssured
    • June 15, 2017

36. LAte Deposit of Ee deferrals

    By austin3515, March 4, 2003
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • March 4, 2003

37. Late Deposit of Safe Harbor

    By Dougsbpc, December 11, 2011
    • 6 replies
    • 5.6k views
    • 
    • TPApril
    • January 31, 2012

38. late deposit of safe harbor match

    By thepensionmaven, March 6, 2018
    • 15 replies
    • 3.1k views
    • 
    • BG5150
    • March 9, 2018

39. Late Deposit or Not?-Form 5500

    By Guest Lawrenceg, July 17, 2009
    • 15 replies
    • 4.2k views
    • 
    • Kevin C
    • August 17, 2009

40. Late Deposit Safe Harbor Timing vs 5500 Audit

    By Leopurrd-401k, March 8, 2023
    • 2 replies
    • 666 views
    • 
    • Peter Gulia
    • March 8, 2023

41. Late Deposits

    By Randy Watson, May 23, 2006
    • 15 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • June 14, 2006

42. Late deposits

    By ESOP Guy, March 24, 2011
    • 20 replies
    • 9.2k views
    • 
    • rcline46
    • August 21, 2014

43. Late Deposits Issue - VFCP Qs

    By LANDO, February 28, 2024   

    • 401(k)
    • late deposits
    • (and 1 more)

      Tagged with:

      • 401(k)
      • late deposits
      • vfcp
    • 4 replies
    • 691 views
    • 
    • LANDO
    • March 1, 2024

44. Late Deposits - DOL Safe Harbor

    By PensionPro, September 29, 2014
    • 5 replies
    • 1.6k views
    • 
    • 401K_AZ
    • October 3, 2014

45. Late Deposits - Prohibited Tran?

    By Guest luck, December 12, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 12, 2005

46. Late Deposits (Small Plan vs Large Plan after new participant counting methodology)

    By 401k Conundrums, September 8, 2025
    • 2 replies
    • 1.8k views
    • 
    • 401k Conundrums
    • September 9, 2025

47. Late deposits & VFCP

    By Flyboyjohn, April 26, 2016
    • 1 reply
    • 916 views
    • 
    • Belgarath
    • April 27, 2016

48. late deposits and form 5330

    By eilano, February 26, 2003
    • 1 reply
    • 2.1k views
    • 
    • austin3515
    • February 27, 2003

49. Late Deposits as a Result of Investment Firm Error?

    By Leopurrd, October 31, 2005
    • 10 replies
    • 1.9k views
    • 
    • LANDO
    • January 16, 2013

50. Late deposits fixed by using old trade date?

    By AlbanyConsultant, May 2, 2017
    • 5 replies
    • 854 views
    • 
    • AlbanyConsultant
    • May 2, 2017