401(k) Plans

19,275 topics in this forum

1. UK Taxation of 401(k) Distributions

   By JWK, April 1, 2002
   • 9 replies
   • 4.6k views
   • 
   • mbozek
   • October 15, 2002

2. Can top heavy minimum also serve as QNEC?

   By Guest blaum8, January 6, 2003
   • 18 replies
   • 4.6k views
   • 
   • Blinky the 3-eyed Fish
   • January 8, 2003

3. Avoiding Top Heavy Status

   By LCARUSI, September 16, 1998
   • 1 reply
   • 4.6k views
   • 
   • Dawn Hafner
   • September 16, 1998

4. Key Employees - Top Heavy

   By Guest Shaf, February 1, 2005
   • 6 replies
   • 4.6k views
   • 
   • Blinky the 3-eyed Fish
   • February 4, 2005

5. Net Earnings from Self Employment

   By Guest AJM 34, August 16, 2012
   • 16 replies
   • 4.6k views
   • 
   • Bill Presson
   • February 25, 2014

6. What happens to my Non Elective Safe Harbor if I close my 401k?

   By s299908, December 23, 2020   

   • safe harbor
   • 401k
   • (and 4 more)

     Tagged with:

     • safe harbor
     • 401k
     • nonelective
     • withdraw
     • withdrawal
     • resignation
   • 3 replies
   • 4.6k views
   • 
   • imchipbrown
   • December 24, 2020

7. Form 5500 Plan Characteristic Code 2T

   By ldr, April 30, 2018   

   • 5500
   • code 2t
   • (and 1 more)

     Tagged with:

     • 5500
     • code 2t
     • plan characteristic
   • 10 replies
   • 4.6k views
   • 
   • BG5150
   • May 2, 2018

8. Off calendar year limits

   By CJS07, December 11, 2006
   • 2 replies
   • 4.6k views
   • 
   • Tom Poje
   • December 11, 2006

9. What to pro-ate for short plan year?

   By BG5150, February 4, 2010
   • 6 replies
   • 4.6k views
   • 
   • BG5150
   • July 13, 2011

10. J&S in a Profit Sharing Plan

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

11. Tips - W-2 comp definition - safe harbor match per payroll

    By Belgarath, November 10, 2014
    • 5 replies
    • 4.6k views
    • 
    • Belgarath
    • November 11, 2014

12. 401(k), Prevailing Wage, ADP Test

    By Guest notapensiongeek, March 13, 2008
    • 2 replies
    • 4.6k views
    • 
    • Guest
    • March 13, 2008

13. Matching Contributions--When is a True-Up Required?

    By Guest CRC02, April 18, 2002
    • 9 replies
    • 4.6k views
    • 
    • pjkoehler
    • April 19, 2002

14. Deferred Vested Benefit (401k plan)

    By legort69, October 24, 2019
    • 8 replies
    • 4.6k views
    • 
    • Larry Starr
    • October 25, 2019

15. Change of 401k providers, changed repayment (principal reduction) rule?

    By enzamatic, August 25, 2016   

    • 401k loan principle reduction
    • 14 replies
    • 4.6k views
    • 
    • enzamatic
    • August 30, 2016

16. Loan Payments

    By Guest CathyS, June 7, 2007
    • 19 replies
    • 4.6k views
    • 
    • 401_4_ever
    • June 8, 2007

17. Terminated employee on severance

    By alexa, November 11, 2020
    • 5 replies
    • 4.6k views
    • 
    • AJ North
    • November 12, 2020

18. Summary Annual Report, penalty for not providing

    By Guest annieap1, June 17, 2004
    • 0 replies
    • 4.6k views
    • 
    • Guest
    • June 17, 2004

19. Excluding "Seasonal Employees"

    By austin3515, May 17, 2017
    • 12 replies
    • 4.6k views
    • 
    • BeckyMiller
    • May 22, 2017

20. Two Deductions From Gross Pay For Matching Contribution?

    By Guest jbergstrom, April 23, 2008
    • 5 replies
    • 4.6k views
    • 
    • JanetM
    • April 24, 2008

21. Calculaton of Outstanding Loan Balance

    By Guest jcj, March 12, 2004
    • 5 replies
    • 4.5k views
    • 
    • Guest
    • March 15, 2004

22. 402(g) limit

    By K-t-F, October 3, 2012
    • 9 replies
    • 4.5k views
    • 
    • Peter Gulia
    • April 13, 2020

23. Can administrative fees for a plan audit be paid from the plan?

    By dmb, October 20, 2000
    • 11 replies
    • 4.5k views
    • 
    • david rigby
    • April 18, 2002

24. Conversions and QDIA vs Mapping

    By austin3515, March 7, 2012
    • 1 reply
    • 4.5k views
    • 
    • mbozek
    • March 7, 2012

25. Real Estate in a Profit Sharing Plan

    By Guest ellah, November 7, 2007
    • 4 replies
    • 4.5k views
    • 
    • Guest
    • November 7, 2007

26. Applying for a TIN for a new 401-k Plan

    By KevinMc, December 21, 2016
    • 18 replies
    • 4.5k views
    • 
    • RatherBeGolfing
    • January 26, 2017

27. Match Allocations and Annual Compensation Limits

    By King of Queens, June 9, 2020
    • 12 replies
    • 4.5k views
    • 
    • EagerToKnow
    • October 13, 2021

28. GAP on 415 refunds - Yes or No?

    By fiona1, October 2, 2008
    • 7 replies
    • 4.5k views
    • 
    • BG5150
    • February 26, 2016

29. correction of delinquent remittance of employee contributions Allocating contribution to correct late employee contributions

    By Luke Bailey, September 28, 2018   

    • vfcp
    • late employee contributions
    • 10 replies
    • 4.5k views
    • 
    • Luke Bailey
    • October 2, 2018

30. Profit Sharing Contribution deadline - nonprofit orgs

    By Renafesq, October 14, 2016   

    • retirement
    • profit sharing
    • 11 replies
    • 4.5k views
    • 
    • Belgarath
    • October 17, 2016

31. 401(k) limits for a short plan year

    By Guest TracyAndrews, January 23, 2001
    • 2 replies
    • 4.5k views
    • 
    • Earl
    • January 29, 2001

32. Market Timing Restrictions

    By Guest MikeH, May 6, 2002
    • 1 reply
    • 4.5k views
    • 
    • Guest
    • May 6, 2002

33. Match Calculated Incorrectly

    By Guest Frank Jackson, September 14, 1998
    • 2 replies
    • 4.5k views
    • 
    • LCARUSI
    • September 16, 1998

34. Missing Participants and Patriot Act

    By J. Bringhurst, September 27, 2004
    • 26 replies
    • 4.5k views
    • 
    • Belgarath
    • October 7, 2004

35. 401(a)9 - Required Minimum Distribution for 5% Business Owner

    By Guest sbrownlow, October 29, 2004
    • 15 replies
    • 4.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2004

36. Mistakenly made a Safe Harbor Match Contribution

    By Alex Daisy, May 19, 2009
    • 16 replies
    • 4.5k views
    • 
    • Kevin C
    • May 22, 2009

37. Safe Harbor Plan with different eligibility for Deferrals and Safe Harbor

    By Tom, September 11, 2023
    • 6 replies
    • 4.5k views
    • 
    • Mr Bagwell
    • September 11, 2023

38. Definition of Zero % Vested (Forfeiture Timing Issue)

    By Guest RS Vatalaro, May 2, 2002
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • May 3, 2002

39. Safe Harbor non-elective payments

    By bobbyM35, July 25, 2018
    • 29 replies
    • 4.5k views
    • 
    • Mike Preston
    • August 7, 2018

40. IRS Penalty Notice CP-283 and Approved Extension

    By steverenner, September 24, 2013
    • 6 replies
    • 4.5k views
    • 
    • Tom Poje
    • September 25, 2013

41. 401K Deferral Question

    By JimW58, November 9, 2017
    • 32 replies
    • 4.5k views
    • 
    • Kevin C
    • November 15, 2017

42. Hardship Distribution Safe Harbor Rule

    By CAR, July 15, 2009
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • July 19, 2009

43. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026, October 5, 2023
    • 2 replies
    • 4.5k views
    • 
    • John ATL
    • October 5, 2023

44. Top Paid Election and ADP Test

    By cpc0506, March 5, 2013
    • 12 replies
    • 4.5k views
    • 
    • BG5150
    • March 7, 2013

45. How do you handle 401(K) Catch Up on the Payroll side?

    By Jewels0110, January 12, 2023   

    • 401(k)
    • catch-up deferrals
    • (and 1 more)

      Tagged with:

      • 401(k)
      • catch-up deferrals
      • catch up contributions
    • 5 replies
    • 4.5k views
    • 
    • WCC
    • January 13, 2023

46. Is a graduated matching contribution plan as to tenure permissible?

    By Guest Scott Mitchell, March 5, 2001
    • 11 replies
    • 4.5k views
    • 
    • Bill Berke
    • March 15, 2001

47. 18 Month Permissive Disaggregation

    By RCK, September 1, 2006
    • 6 replies
    • 4.5k views
    • 
    • austin3515
    • September 5, 2006

48. Top Heavy minimum for Participant moved to excluded class...

    By jkharvey, October 11, 2013
    • 11 replies
    • 4.5k views
    • 
    • Kevin C
    • November 4, 2013

49. COLI Fraud

    By Guest kkirk, October 6, 1998
    • 0 replies
    • 4.5k views
    • 
    • Guest
    • October 6, 1998

50. 401k vs. money market accounts

    By Guest johndiaz, January 26, 2005
    • 2 replies
    • 4.5k views
    • 
    • david rigby
    • January 26, 2005