401(k) Plans

19,321 topics in this forum

1. Owner-Only Plan & Top Heavy

   By 401(k)athryn, July 12, 2023
   • 12 replies
   • 2.1k views
   • 
   • Bird
   • July 17, 2023

2. owner's 401(k) deposits<>contribution - amend or late deposit

   By TPApril, June 26, 2020
   • 2 replies
   • 777 views
   • 
   • TPApril
   • June 26, 2020

3. Owner's deferrals considered for untimely deposit?

   By Guest PatLovett, January 3, 2001
   • 2 replies
   • 1.4k views
   • 
   • Kirk Maldonado
   • January 3, 2001

4. Owner's spouse has wages but no hours.

   By KateSmithPA, February 4, 2003
   • 10 replies
   • 4k views
   • 
   • KateSmithPA
   • February 5, 2003

5. Owner/spouse plan - trustees (1 or both)

   By TPApril, November 2, 2021
   • 3 replies
   • 1k views
   • 
   • thepensionmaven
   • November 4, 2021

6. Owners Getting Paid via 1099 & Participating in Plan

   By metsfan026, January 15
   • 12 replies
   • 388 views
   • 
   • Bri
   • 10 hours ago

7. Owners Missed Deferrals-Lost Earnings/5330

   By Bridgette Kling, September 9, 2021
   • 1 reply
   • 695 views
   • 
   • Jakyasar
   • September 9, 2021

8. Owners over 70 1/2

   By CJS07, March 31, 2016   

   • RMD and continuing
   • 2 replies
   • 1.1k views
   • 
   • Lou S.
   • March 31, 2016

9. Owners Safe Harbor Match

   By Pammie57, September 24, 2020
   • 4 replies
   • 596 views
   • 
   • John Feldt ERPA CPC QPA
   • September 25, 2020

10. Ownership & Top Paid Group

    By CJS07, February 27, 2007
    • 2 replies
    • 1k views
    • 
    • WDIK
    • February 27, 2007

11. Ownership and Ability to Contribute

    By coleboy, February 9, 2021
    • 3 replies
    • 874 views
    • 
    • Luke Bailey
    • February 11, 2021

12. Ownership change in dental office 401-k Plan

    By KevinMc, June 11, 2013
    • 2 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 11, 2013

13. Ownership change of existing entity

    By Bird, December 19, 2012
    • 3 replies
    • 981 views
    • 
    • Bird
    • December 19, 2012

14. Ownership interst in sponsoring employer held in trust plan income?

    By Purplemandinga, February 9, 2021
    • 10 replies
    • 776 views
    • 
    • Luke Bailey
    • February 11, 2021

15. Ownership of adopting employers for plan purposes

    By Rai401k, June 4, 2014
    • 5 replies
    • 1.2k views
    • 
    • Rai401k
    • June 6, 2014

16. Ownership Participation situation

    By buckaroo, May 26, 2005
    • 0 replies
    • 1.2k views
    • 
    • buckaroo
    • May 26, 2005

17. ownership percentages

    By Guest dstran, March 21, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 21, 2006

18. ownership question

    By Guest yukon, November 4, 2005
    • 1 reply
    • 1.2k views
    • 
    • buckaroo
    • November 11, 2005

19. Ownership Question

    By khn, November 26, 2013
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • November 26, 2013

20. Ownership Through Another Company

    By Vlad401k, April 30, 2021
    • 1 reply
    • 471 views
    • 
    • Lou S.
    • April 30, 2021

21. Ownership/Family attribution in a 501c3 401k plan possible?

    By 401QUE, November 11, 2014   

    • ownership attribution
    • nonprofit
    • (and 1 more)

      Tagged with:

      • ownership attribution
      • nonprofit
      • HCE determination
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • November 12, 2014

22. P/S Deductability

    By Guest Thornton, December 30, 1998
    • 14 replies
    • 2.3k views
    • 
    • Guest
    • January 4, 1999

23. P/T ees excluded from plan but allowed to defer

    By doombuggy, June 1, 2017
    • 3 replies
    • 599 views
    • 
    • Belgarath
    • June 5, 2017

24. PA withholding on 401(k) contribs

    By HarleyBabe, July 23, 2012
    • 8 replies
    • 8.4k views
    • 
    • mbozek
    • July 24, 2012

25. Paid Family Leave compensation for Safe Harbor

    By Dennis G., September 29, 2020
    • 1 reply
    • 709 views
    • 
    • Luke Bailey
    • September 30, 2020

26. Paid Leave and 401(k) Deferrals

    By Randy Watson, June 3, 2004
    • 13 replies
    • 5.7k views
    • 
    • Randy Watson
    • June 11, 2004

27. Paid leaves under FMLA/ and now FFCRA

    By austin3515, March 26, 2020
    • 11 replies
    • 4.1k views
    • 
    • Dave Baker
    • March 31, 2020

28. Paid out terminated employee due SH contribution

    By K-t-F, February 2, 2021
    • 2 replies
    • 455 views
    • 
    • K-t-F
    • February 8, 2021

29. Paperless Enrollment

    By SRP, May 27, 2010
    • 0 replies
    • 1k views
    • 
    • SRP
    • May 27, 2010

30. Paperless loans

    By k man, July 17, 2001
    • 2 replies
    • 2k views
    • 
    • k man
    • July 17, 2001

31. Paperless?

    By austin3515, March 28, 2011
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • March 29, 2011

32. Parent - Adult Child Attribution

    By DonnieMichelada, June 28, 2024   

    • controlled group
    • attribution
    • 4 replies
    • 1.9k views
    • 
    • DonnieMichelada
    • July 2, 2024

33. Parent Company has same EIN as subsidiary

    By IhrtERISA, August 26, 2016
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • August 28, 2016

34. Parent Subidiary issue

    By 52626, July 14, 2014
    • 1 reply
    • 904 views
    • 
    • K2retire
    • July 14, 2014

35. Parent-Sub Controlled Group Issues

    By Guest ELS, August 28, 2000
    • 1 reply
    • 3k views
    • 
    • pjkoehler
    • August 28, 2000

36. Paricipant loan for a deceased participant

    By Guest BrianF, February 8, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 9, 2000

37. Parital Plan Terminations

    By jkdoll2, February 24, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 25, 2009

38. Parnter Forfeits

    By austin3515, May 12, 2008
    • 9 replies
    • 2.3k views
    • 
    • Bird
    • May 19, 2008

39. Parsonage Allowance under 401(k) plans?

    By Guest brstokes, October 30, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2001

40. Part Time Eligible Employees

    By MBCarey, October 4, 2005
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • October 4, 2005

41. Part Time Employee Exclusion

    By Randy Watson, May 13, 2010
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • May 13, 2010

42. Part time employees

    By Dougsbpc, September 16, 2025
    • 5 replies
    • 2.2k views
    • 
    • austin3515
    • September 18, 2025

43. Part time employees

    By Guest jefe96, April 14, 2005
    • 17 replies
    • 3.4k views
    • 
    • Gadgetfreak
    • March 6, 2012

44. Part Time Employees

    By Dougsbpc, June 26, 2012
    • 5 replies
    • 2k views
    • 
    • Dougsbpc
    • July 6, 2012

45. Part time to full time and back

    By ombskid, October 25, 2016
    • 6 replies
    • 1.2k views
    • 
    • rcline46
    • October 31, 2016

46. Part-Time Employee Exclusions & Secure Act

    By metsfan026, January 9, 2024
    • 6 replies
    • 1.7k views
    • 
    • Belgarath
    • January 11, 2024

47. Part-time employees

    By Guest philippa, March 16, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dan
    • March 16, 1999

48. Part-time employees

    By Guest Hoosier, December 27, 2002
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 27, 2002

49. Part-time employees

    By Guest John Nelson, December 12, 2002
    • 2 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • December 12, 2002

50. Part-time/temporary exclusion

    By PMC, December 4, 2009
    • 1 reply
    • 1.7k views
    • 
    • Laura Harrington
    • December 4, 2009