401(k) Plans

19,321 topics in this forum

1. Partners in an LLP with 401K plan --- How do you split up their "deferrals" vs their "company match" ?

   By Guest rffahey, February 12, 2004
   • 1 reply
   • 2.1k views
   • 
   • E as in ERISA
   • February 12, 2004

2. Partners in S Corp, C Corp, or LLC: K-1: What is earned Income?

   By Alex Daisy, November 7, 2014
   • 1 reply
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • November 7, 2014

3. Partners income negative

   By cpc0506, October 10, 2018
   • 6 replies
   • 1.6k views
   • 
   • Larry Starr
   • October 11, 2018

4. Partners make varying PSP contributions

   By Guest long, September 17, 2003
   • 4 replies
   • 2.3k views
   • 
   • KJohnson
   • September 17, 2003

5. Partnership

   By rlb64, December 23, 2004
   • 0 replies
   • 1.1k views
   • 
   • rlb64
   • December 23, 2004

6. Partnership 401(k)

   By bzorc, April 11, 2019
   • 5 replies
   • 1k views
   • 
   • Luke Bailey
   • April 11, 2019

7. Partnership 401(k)

   By jkharvey, March 30, 2001
   • 3 replies
   • 1.6k views
   • 
   • rcline46
   • March 31, 2001

8. Partnership 401(k) + Discretionary Contribution

   By Guest johnpetrancosta, February 23, 2009
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • February 24, 2009

9. Partnership 401(k) Plan

   By Guest PBJ, January 18, 2008
   • 2 replies
   • 6.2k views
   • 
   • Kimberly S
   • January 18, 2008

10. Partnership 401(k) Plan

    By Guest Melissa Winslow, February 11, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 11, 2002

11. Partnership 401(k)'s

    By austin3515, November 13, 2002
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 14, 2002

12. Partnership 401(k)'s

    By Guest Thornton, December 2, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 7, 1998

13. Partnership and Definition of Compensation

    By sloble@crowleyfleck.com, October 26, 2004
    • 5 replies
    • 2k views
    • 
    • jquazza
    • October 29, 2004

14. Partnership calendar year plan putting deferrals for 2018, for partners on July 1st

    By Jim Chad, June 25, 2019
    • 3 replies
    • 531 views
    • 
    • 401king
    • June 27, 2019

15. Partnership Comp Calcs Forfeitures

    By sdix401k, February 14, 2020
    • 1 reply
    • 413 views
    • 
    • Bri
    • February 14, 2020

16. Partnership compensation

    By Nassau, April 16, 2013
    • 2 replies
    • 979 views
    • 
    • 12AX7
    • April 16, 2013

17. Partnership Contribution Deductions

    By Guest SHP, April 9, 2001
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • April 12, 2001

18. Partnership Deferrals with Per Pay Match

    By kevind2010, August 14, 2015
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • August 15, 2015

19. Partnership dissolving, new partnership forming - What separation or severance rules apply?

    By JustMe, June 9, 2020
    • 0 replies
    • 419 views
    • 
    • JustMe
    • June 9, 2020

20. Partnership earned income/deferrals

    By Doghouse, June 14, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 15, 2010

21. Partnership fee deductions

    By PJaeger, August 30, 2001
    • 0 replies
    • 1.4k views
    • 
    • PJaeger
    • August 30, 2001

22. Partnership income for part of plan year?

    By Guest esi-jht, February 16, 2006
    • 2 replies
    • 1.4k views
    • 
    • MSN
    • March 17, 2010

23. Partnership of Corporations

    By nancy, June 30, 2004
    • 1 reply
    • 986 views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2004

24. Partnership rules for 402(g) - non-calendar Partner Year?

    By Guest Chaffee, July 7, 2004
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • July 13, 2004

25. partnership self-employment income

    By Guest Diane DuFresne, March 8, 2012
    • 2 replies
    • 1k views
    • 
    • Bird
    • March 8, 2012

26. Partnership Snip-offs

    By Gilmore, July 2, 2003
    • 0 replies
    • 972 views
    • 
    • Gilmore
    • July 2, 2003

27. Partnership Tax Deductibilty of Contributions / Deposit Timing

    By CLE401kGuy, August 6, 2013
    • 0 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • August 6, 2013

28. Partnership to Corporation/What to do with existing plans?

    By Guest Thornton, January 6, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 6, 1999

29. Partnership with fiscal year 4/30 sponsors a calendar year 401(k)

    By Guest AlCal, January 28, 2001
    • 3 replies
    • 2.4k views
    • 
    • M R Bernardin
    • January 30, 2001

30. Partnership/K-1 404 deduction limit

    By ratherbereading, February 17, 2021
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 19, 2021

31. Partnerships- Limitations Years

    By coleboy, March 22, 2016
    • 3 replies
    • 615 views
    • 
    • My 2 cents
    • March 22, 2016

32. Party in Interest

    By Randy Watson, July 22, 2005
    • 12 replies
    • 2.4k views
    • 
    • QDROphile
    • August 2, 2005

33. Party in interest question

    By k man, November 19, 2004
    • 3 replies
    • 1.5k views
    • 
    • k man
    • November 22, 2004

34. party in interest?

    By Pension Panda, July 14, 2008
    • 2 replies
    • 1.6k views
    • 
    • Pension Panda
    • July 15, 2008

35. Pass through dividends on company stock held in 401(k) plan

    By Tegernsee, March 20, 2023
    • 12 replies
    • 8.7k views
    • 
    • Tegernsee
    • March 22, 2023

36. Pass through income

    By austin3515, November 30, 2017
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • December 2, 2017

37. Passage of time eligibility

    By 30Rock, November 5, 2025
    • 6 replies
    • 893 views
    • 
    • RatherBeGolfing
    • November 11, 2025

38. Passive (Automatic) Enrollment

    By k man, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • k man
    • April 26, 2005

39. Passive Enrollment

    By Guest smc, June 21, 2001
    • 2 replies
    • 2.1k views
    • 
    • IRC401
    • June 23, 2001

40. Past SAR's to Lost Participant now found

    By Loves401(k), February 19, 2018
    • 2 replies
    • 789 views
    • 
    • ERISAAPPLE
    • February 19, 2018

41. Past Service

    By k man, February 26, 2008
    • 8 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 27, 2008

42. Patriot Act - Customer Indentification Program

    By Guest terryh123, June 16, 2004
    • 4 replies
    • 3.2k views
    • 
    • Appleby
    • June 17, 2004

43. Patriot Act - Qualified plan - Brokerage Account - Trustee SSN?

    By jmartin, November 20, 2021
    • 1 reply
    • 569 views
    • 
    • Peter Gulia
    • November 20, 2021

44. Pay back on loan "not required".

    By Guest Melissa Winslow, January 14, 2000
    • 15 replies
    • 2.4k views
    • 
    • Brenda Wren
    • January 21, 2000

45. Pay in lieu of notice

    By 7806akp, December 27, 2016
    • 15 replies
    • 5.1k views
    • 
    • ETA Consulting LLC
    • December 29, 2016

46. Pay less than the 401(k) withholding election.

    By Just Tri, April 7, 2020
    • 3 replies
    • 1.2k views
    • 
    • Larry Starr
    • April 7, 2020

47. pay period calculation of sh match

    By Guest lap716, April 24, 2009
    • 5 replies
    • 1.9k views
    • 
    • 12AX7
    • April 29, 2009

48. Pay plan expenses from forfeitures

    By jkharvey, July 25, 2000
    • 0 replies
    • 1.7k views
    • 
    • jkharvey
    • July 25, 2000

49. Pay while on military leave

    By Guest JBeck, August 5, 2004
    • 4 replies
    • 1.6k views
    • 
    • Harwood
    • August 5, 2004

50. Payback Loan After Default - after 1099R issued

    By Sophia Wang, May 27, 2020
    • 25 replies
    • 10.8k views
    • 
    • Barbara S
    • September 6, 2020