401(k) Plans

19,320 topics in this forum

1. S Corp Tax savings with Solo 401K

   By sunshine, December 15, 2015   

   • s-corp
   • solo-401k
   • 11 replies
   • 3.7k views
   • 
   • Belgarath
   • December 17, 2015

2. S Corp Wages used for 401(k) Plan

   By Guest jusducki, February 27, 2006
   • 13 replies
   • 8.7k views
   • 
   • Guest
   • February 27, 2006

3. S Corp, single company, 401(k) withholding for owners

   By HarleyBabe, January 19, 2021
   • 5 replies
   • 1.3k views
   • 
   • Bill Presson
   • January 22, 2021

4. S Corps and Controlled Groups

   By Guest LLandau, May 6, 2003
   • 7 replies
   • 2k views
   • 
   • Guest
   • May 7, 2003

5. S corps, General Partnerships, and 401(k) Withholding

   By Chris123, February 21, 2020
   • 13 replies
   • 7.3k views
   • 
   • C. B. Zeller
   • March 22, 2021

6. S-Corp - Profit Sharing Contribution Deadline

   By Guest dhoefer, March 13, 2004
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • March 13, 2004

7. S-corp and definition of compensation

   By cpc0506, June 18, 2010
   • 2 replies
   • 1.3k views
   • 
   • Belgarath
   • June 18, 2010

8. s-corp and health premium

   By Earl, December 27, 2005
   • 4 replies
   • 1.9k views
   • 
   • GBurns
   • December 28, 2005

9. S-Corp and whether or not to add ROTH provisions for 2026

   By cheersmate, November 16, 2025
   • 2 replies
   • 490 views
   • 
   • PensionPete
   • November 18, 2025

10. s-corp bank stock in 401k

    By Guest padmin, March 20, 2007
    • 2 replies
    • 2.8k views
    • 
    • BeckyMiller
    • April 9, 2007

11. S-Corp comp

    By TPApril, June 18, 2021
    • 2 replies
    • 788 views
    • 
    • C. B. Zeller
    • June 21, 2021

12. S-Corp compensation

    By Guest mrtnak, December 28, 2005
    • 2 replies
    • 1.7k views
    • 
    • Lori Friedman
    • December 28, 2005

13. S-Corp owner-only 401(k) plan, deferral deposit deadline

    By JustnERPA, December 18, 2018
    • 5 replies
    • 2.7k views
    • 
    • spiritrider
    • December 19, 2018

14. S-Corp Shareholder Compensation

    By ac, January 14, 2013
    • 8 replies
    • 12.8k views
    • 
    • ERISAGal
    • February 24, 2021

15. S-Corp, C-Corp or LLC

    By Blue_Sky, October 29, 2020
    • 18 replies
    • 3k views
    • 
    • ESOP Guy
    • November 12, 2020

16. S-Corp, W-2, 401k and match deposits

    By LMK TPA, March 28, 2025
    • 6 replies
    • 1.3k views
    • 
    • Paul I
    • March 29, 2025

17. S-corp. pass thru income & dividends

    By R. Butler, January 28, 2004
    • 5 replies
    • 2.5k views
    • 
    • R. Butler
    • January 29, 2004

18. S/H 401(k) and General Test Based on Allocation Rates

    By MarZDoates, November 17, 2017
    • 4 replies
    • 652 views
    • 
    • MarZDoates
    • November 20, 2017

19. S/H 401(k) Non Discrim Testing Question

    By MarZDoates, January 4, 2007
    • 6 replies
    • 2k views
    • 
    • MarZDoates
    • January 9, 2007

20. S/H Matching on a Pay Period Basis for an HCE

    By Guest MikeD, January 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • January 5, 2007

21. Safe Habor 401(k) - Incorrect Match

    By Guest rgorman, February 12, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 13, 2004

22. Safe Habor 401k & Top Heavy Exemption

    By B21, August 3, 2015
    • 0 replies
    • 1.1k views
    • 
    • B21
    • August 3, 2015

23. Safe Habor match issues and Can an HCE really be an NHCE?

    By Guest PALAWYER, November 8, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 13, 2000

24. Safe Habor Match Participation

    By Guest PAINPA, March 12, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • March 12, 2004

25. Safe Habor Notice

    By Hoard1, November 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • thepensionmaven
    • December 5, 1999

26. Safe Harbor

    By Guest A. Gordon, November 14, 2003
    • 12 replies
    • 2k views
    • 
    • Tom Poje
    • November 19, 2003

27. Safe Harbor

    By PMC, March 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • March 21, 2002

28. Safe Harbor

    By Guest andmik, September 7, 2012
    • 7 replies
    • 1.4k views
    • 
    • Kevin C
    • September 10, 2012

29. Safe Harbor

    By Guest lskin, March 22, 2006
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • March 23, 2006

30. Safe harbor

    By Guest jsinchi, August 28, 2003
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • August 28, 2003

31. Safe Harbor

    By Guest Mrilaomt, November 4, 2005
    • 4 replies
    • 1.6k views
    • 
    • Leopurrd
    • November 4, 2005

32. Safe Harbor

    By Guest donl, February 24, 2012
    • 2 replies
    • 932 views
    • 
    • MWeddell
    • March 1, 2012

33. Safe Harbor

    By pmacduff, September 5, 2003
    • 5 replies
    • 1.7k views
    • 
    • pmacduff
    • September 5, 2003

34. Safe Harbor

    By Guest CCarter, July 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • wmyer
    • July 9, 2004

35. Safe Harbor

    By Earl, December 11, 2008
    • 5 replies
    • 1.1k views
    • 
    • Earl
    • December 12, 2008

36. Safe harbor

    By Guest jim williams, July 29, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 30, 2003

37. Safe Harbor

    By J. Bringhurst, November 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • November 27, 2002

38. Safe Harbor 401(k) with New Comparability feature

    By Guest EPS2, January 21, 2009
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 21, 2009

39. Safe Harbor - addition of match mid-year

    By Robin Wilson, October 27, 2021
    • 4 replies
    • 1.8k views
    • 
    • MWeddell
    • January 24, 2022

40. Safe Harbor - can we change mid-year to fund match faster?

    By masteff, June 3, 2015
    • 6 replies
    • 1.3k views
    • 
    • masteff
    • June 4, 2015

41. Safe Harbor - changed mind

    By Sully, December 15, 2010
    • 8 replies
    • 1.7k views
    • 
    • Sully
    • December 20, 2010

42. Safe Harbor - Controlled Group

    By 52626, September 6, 2023
    • 2 replies
    • 1.2k views
    • 
    • Paul I
    • September 6, 2023

43. Safe Harbor - Disqualifying Provision

    By Guest shaul, September 15, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • September 15, 2010

44. Safe Harbor - Eligible Employees

    By Guest tintree73, November 13, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 14, 2006

45. Safe harbor - Employee Contributions

    By PMC, March 16, 2001
    • 6 replies
    • 2.3k views
    • 
    • Richard Anderson
    • April 3, 2001

46. Safe Harbor - Exclude HCE's EXCEPT Owners

    By austin3515, November 16, 2012
    • 5 replies
    • 2.6k views
    • 
    • BG5150
    • November 16, 2012

47. safe harbor - last day rule allowed?

    By Guest billy bong, September 21, 1999
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • September 21, 1999

48. safe harbor - last day/1000 hour requirement

    By smm, December 25, 2001
    • 4 replies
    • 5.9k views
    • 
    • Richard Anderson
    • December 26, 2001

49. Safe Harbor - no changes allowed, almost

    By John Feldt ERPA CPC QPA, October 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 25, 2007

50. safe harbor - OOPS!

    By mphs77, October 16, 2008
    • 4 replies
    • 2k views
    • 
    • BG5150
    • October 20, 2008