401(k) Plans

19,321 topics in this forum

1. Matching contributions for Self-employed/Partners

   By Guest GeorgeK, March 17, 1999
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • March 26, 1999

2. Matching Contributions With Monthly Plan Entry

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

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

   By Guest CRC02, April 18, 2002
   • 9 replies
   • 4.7k views
   • 
   • pjkoehler
   • April 19, 2002

4. 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

5. Matching Employer Contributions

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

6. Matching Forfeitures / Nobody Salary Defers

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

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

   By lkpittman, July 17, 2002
   • 2 replies
   • 1.4k views
   • 
   • jaemmons
   • July 18, 2002

8. Matching formula based on Years of Service

   By cpc0506, February 13, 2017   

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

9. Matching issues

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

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

    By Christine Roberts, April 26, 2002
    • 6 replies
    • 2k views
    • 
    • Christine Roberts
    • April 26, 2002

11. Matching on Catch Up contributions

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

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

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

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

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

14. 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

15. Matching with company stock

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

16. max contribution allocation

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

17. Max contributions for K1 partners

    By ratherbereading, January 14, 2020
    • 8 replies
    • 4.3k views
    • 
    • Luke Bailey
    • January 15, 2020

18. 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

19. Max Deductible Question

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

20. Max deferral

    By alexa, December 11, 2008
    • 4 replies
    • 1.7k views
    • 
    • alexa
    • December 12, 2008

21. Max deferral % of 15% exceeded during 2001

    By alexa, March 7, 2002
    • 12 replies
    • 2k views
    • 
    • maverick
    • March 12, 2002

22. Max defined cont plan

    By Moe Howard, November 29, 2006
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 29, 2006

23. max ellgibility for Safe Harbor

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

24. 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

25. Max Loan Amount

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

26. Max Loan Amount

    By Guest good2brich, March 26, 2004
    • 6 replies
    • 1.7k views
    • 
    • E as in ERISA
    • March 26, 2004

27. Max out Safe Harbor 401(k) Profit Sharing Plan for 2005

    By Guest tgraham, November 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • November 17, 2004

28. Max profit sharing/deferrals/catchup for Doctor who sells practice mid-year

    By Pammie57, May 31, 2016
    • 10 replies
    • 1.4k views
    • 
    • Zoey
    • June 8, 2016

29. Max S/E Contributions in a DC plan; OK to put in 402(g) limit PLUS 25% of adjusted SE comp?

    By Guest chris4013, September 22, 2003
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • September 23, 2003

30. MAX SH NEC %

    By Basically, January 25, 2024
    • 4 replies
    • 652 views
    • 
    • Belgarath
    • January 29, 2024

31. Maximizing 401(k) PS contribution for one person S-Corp

    By Guest dhoefer, June 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • June 18, 2002

32. Maximizing annual additions via after-tax contributions

    By Santo Gold, February 1, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • February 1, 2007

33. Maximizing Catch Up

    By khn, September 7, 2016
    • 5 replies
    • 774 views
    • 
    • ETA Consulting LLC
    • September 9, 2016

34. Maximizing Contributions

    By khn, June 1, 2024
    • 2 replies
    • 540 views
    • 
    • truphao
    • June 1, 2024

35. Maximizing employer contributions / 415 limit

    By Guest tjt169, February 14, 2014
    • 17 replies
    • 5.9k views
    • 
    • Lou S.
    • February 22, 2018

36. Maximizing HCEs while Minimizing NHCEs

    By Guest NewB, June 24, 2009
    • 1 reply
    • 1.5k views
    • 
    • K2retire
    • June 25, 2009

37. Maximum "minimum" loan amount

    By Brian Gallagher, November 14, 2003
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • November 17, 2003

38. Maximum 401(k) Match

    By retbenser, December 9, 2010
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 9, 2010

39. Maximum 401K contribution limit include.....

    By Guest simbarat, January 15, 2003
    • 2 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • January 16, 2003

40. Maximum 401k Match

    By perkinsran, June 14, 2012
    • 4 replies
    • 1.4k views
    • 
    • perkinsran
    • June 14, 2012

41. Maximum 401k safe harbor plan for 2021

    By Egold, January 5, 2022
    • 9 replies
    • 1.2k views
    • 
    • Bird
    • January 6, 2022

42. Maximum 402(g) limit and ADP

    By cathyw, February 1, 2007
    • 7 replies
    • 2.7k views
    • 
    • TLGeer
    • February 4, 2007

43. Maximum 403B Contribution

    By Guest DebH, March 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 16, 2001

44. Maximum Annual Addition for Non-Calendar Plan Year End

    By Guest Albatross, October 29, 2008
    • 4 replies
    • 2.3k views
    • 
    • Lou S.
    • October 30, 2008

45. Maximum benefit at minimum salary

    By Guest Ed Walker, October 3, 2002
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • October 5, 2002

46. Maximum contribution

    By FJR, December 11, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 11, 2002

47. Maximum contribution at15K

    By JohnLong, December 30, 2019
    • 8 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • January 2, 2020

48. Maximum Contribution for fiscal plans ending in 2004

    By KoolLady4, March 3, 2004
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • March 4, 2004

49. maximum contribution levels 2001

    By Guest DDDlump, February 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 23, 2002

50. Maximum contributions in 403(b) apply to 401(k)?

    By Guest RW, August 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • August 21, 2000