401(k) Plans

19,275 topics in this forum

1. matching contribution for controlled group

   By Pixie, January 5, 2015   

   • match
   • controlled group
   • 1 reply
   • 1.2k views
   • 
   • Lou S.
   • January 5, 2015

2. Matching Contribution for New Acquisition (Can It Be Different Than Entire Company?)

   By metsfan026, July 2
   • 1 reply
   • 635 views
   • 
   • CuseFan
   • July 2

3. Matching contribution formula

   By k man, February 5, 2009
   • 5 replies
   • 1.4k views
   • 
   • Lou S.
   • February 5, 2009

4. Matching Contribution Formulae

   By imchipbrown, January 23, 2002
   • 2 replies
   • 1.5k views
   • 
   • jaemmons
   • January 25, 2002

5. Matching Contribution From Employee Compensation

   By Randy Watson, April 13, 2004
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • April 14, 2004

6. Matching Contribution in a solo(k)

   By erisa parrot, July 14, 2014
   • 3 replies
   • 1.5k views
   • 
   • masteff
   • July 16, 2014

7. Matching Contribution Inequity - Change to straight match not defined as a % of salary?

   By MD-Benefits Guy, December 6, 2012
   • 6 replies
   • 1.3k views
   • 
   • Mike Preston
   • December 7, 2012

8. matching contribution last day of plan year retroactive decision

   By Guest sheTexasHammer, February 27, 2009
   • 3 replies
   • 1.1k views
   • 
   • Below Ground
   • February 28, 2009

9. Matching contribution options

   By Dan, January 23, 2020
   • 4 replies
   • 898 views
   • 
   • Dan
   • January 29, 2020

10. Matching contribution question

    By Guest gsbanks, February 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 10, 2005

11. Matching contribution rate disclosure

    By Guest Steve C., October 19, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2001

12. Matching Contribution True Up By Mistake

    By TPA Bob, January 26, 2019   

    • safe harbor match
    • true up
    • 1 reply
    • 656 views
    • 
    • Luke Bailey
    • January 28, 2019

13. Matching contribution with employer stock

    By Guest Jay Walters, October 8, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 8, 1999

14. Matching Contributions

    By Guest Curious, November 22, 1998
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • November 23, 1998

15. Matching Contributions

    By Madison71, January 15, 2010
    • 3 replies
    • 1.3k views
    • 
    • Madison71
    • January 19, 2010

16. Matching Contributions

    By ratherbereading, January 8, 2015   

    • 401k
    • match
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • January 8, 2015

17. matching contributions

    By k man, November 8, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 11, 2001

18. matching contributions

    By Guest Salvador A Mander, February 21, 2010
    • 1 reply
    • 823 views
    • 
    • Tom Poje
    • February 22, 2010

19. Matching contributions

    By Guest jim williams, April 17, 2003
    • 3 replies
    • 1k views
    • 
    • Guest
    • April 18, 2003

20. Matching Contributions

    By mlp0816, October 25, 2005
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • October 25, 2005

21. Matching contributions after comp limit

    By Guest Phineas, December 5, 2009
    • 9 replies
    • 3.2k views
    • 
    • masteff
    • December 28, 2009

22. Matching Contributions and 410(b).

    By Guest Thornton, September 4, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • September 6, 2001

23. Matching contributions and Integrated PS

    By Guest carsonv, February 11, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 11, 2005

24. Matching Contributions Based on Partial Deferral?

    By Leopurrd, December 3, 2004
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • December 6, 2004

25. Matching contributions by a Partnership

    By preErisa, October 4, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 4, 2000

26. Matching contributions for Self-employed/Partners

    By Guest GeorgeK, March 17, 1999
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • March 26, 1999

27. Matching Contributions With Monthly Plan Entry

    By metsfan026, August 17, 2023
    • 3 replies
    • 434 views
    • 
    • BG5150
    • August 22, 2023

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

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

29. Matching employee after-tax contributions in a Safe Harbor plan

    By Guest koolkidd, October 28, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 28, 2004

30. Matching Employer Contributions

    By Guest BigO0328, June 12, 2011
    • 7 replies
    • 2k views
    • 
    • Guest
    • June 13, 2011

31. Matching Forfeitures / Nobody Salary Defers

    By BeanCounterBlues, October 4, 2018
    • 5 replies
    • 638 views
    • 
    • ERISAAPPLE
    • October 6, 2018

32. Matching Formula Based on Total (not 401(a)(17)) Comp

    By lkpittman, July 17, 2002
    • 2 replies
    • 1.3k views
    • 
    • jaemmons
    • July 18, 2002

33. Matching formula based on Years of Service

    By cpc0506, February 13, 2017   

    • allocation conditions
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 14, 2017

34. Matching issues

    By Guest lindamichals, July 16, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 16, 2003

35. Matching on a Payroll Basis, and 1,000 Hour Eligibility Requirement

    By Christine Roberts, April 26, 2002
    • 6 replies
    • 1.9k views
    • 
    • Christine Roberts
    • April 26, 2002

36. Matching on Catch Up contributions

    By Guest h_nowicki, May 26, 2004
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

37. Matching on Catch-up Contributions 401(a)(17) Limit

    By jkharvey, March 18, 2004
    • 4 replies
    • 1.8k views
    • 
    • MGB
    • March 19, 2004

38. Matching on the incorrect source...any ideas?

    By Benguru25, October 18, 2021
    • 1 reply
    • 373 views
    • 
    • Luke Bailey
    • October 20, 2021

39. Matching safe harbor plans - true up at year end ?

    By Guest rffahey, March 30, 2005
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 30, 2005

40. Matching with company stock

    By Guest DBS1, December 2, 2008
    • 2 replies
    • 938 views
    • 
    • Guest
    • December 9, 2008

41. max contribution allocation

    By Guest tbt, October 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • October 17, 2002

42. Max contributions for K1 partners

    By ratherbereading, January 14, 2020
    • 8 replies
    • 4.1k views
    • 
    • Luke Bailey
    • January 15, 2020

43. Max Deductible Contribution? Need answer for C-4 test on Thursday!

    By Guest chris4013, May 17, 2005
    • 3 replies
    • 1.4k views
    • 
    • R. Butler
    • May 17, 2005

44. Max Deductible Question

    By austin3515, September 18, 2015
    • 1 reply
    • 845 views
    • 
    • PensionPro
    • September 23, 2015

45. Max deferral

    By alexa, December 11, 2008
    • 4 replies
    • 1.6k views
    • 
    • alexa
    • December 12, 2008

46. Max deferral % of 15% exceeded during 2001

    By alexa, March 7, 2002
    • 12 replies
    • 1.9k views
    • 
    • maverick
    • March 12, 2002

47. Max defined cont plan

    By Moe Howard, November 29, 2006
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 29, 2006

48. max ellgibility for Safe Harbor

    By Guest Big Al, June 30, 2008
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 1, 2008

49. Max individual 401(k) contribution for LLC taxed as S-corp?

    By UM1234, October 17, 2013
    • 6 replies
    • 14.8k views
    • 
    • Bird
    • October 21, 2013

50. Max Loan Amount

    By goldtpa, March 27, 2013
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • March 28, 2013