401(k) Plans

19,319 topics in this forum

1. Solo401k Do I need to send a form 5500ez?

   By Breakdown65, May 11, 2018   

   • corp
   • new corp
   • (and 4 more)

     Tagged with:

     • corp
     • new corp
     • final return
     • 5500ez
     • terminate plan
     • assetts
   • 9 replies
   • 969 views
   • 
   • thepensionmaven
   • May 14, 2018

2. 5500 Two Signatures?

   By CJS07, September 15, 2010
   • 1 reply
   • 969 views
   • 
   • austin3515
   • September 15, 2010

3. Another LTPT Question - (sorry)

   By Gilmore, October 17, 2023
   • 5 replies
   • 969 views
   • 
   • LANDO
   • October 19, 2023

4. Participant cashed out with incorrect vesting

   By Karoline Curran, December 17, 2018   

   • vesting; distribution
   • 3 replies
   • 969 views
   • 
   • Bill Presson
   • December 17, 2018

5. Controlled group + 3 plans = coverage problem

   By AlbanyConsultant, September 3, 2014
   • 4 replies
   • 969 views
   • 
   • austin3515
   • September 3, 2014

6. Basic SHM & Dual Eligibility

   By certified3006, May 21, 2018
   • 4 replies
   • 969 views
   • 
   • kshawbenefits
   • July 17, 2018

7. amending plan to add QNEC

   By AKconsult, March 4, 2010
   • 0 replies
   • 969 views
   • 
   • AKconsult
   • March 4, 2010

8. 401K Loan to Charity

   By Guest John P., November 7, 2012
   • 0 replies
   • 969 views
   • 
   • Guest
   • November 7, 2012

9. Workday HR software set-up for DC plan - options for 415 limit

   By bito'money, September 22, 2021
   • 2 replies
   • 969 views
   • 
   • bito'money
   • September 22, 2021

10. Irs Submission Of A Money Purchase Merger

    By Blinky the 3-eyed Fish, March 31, 2003
    • 1 reply
    • 969 views
    • 
    • Guest
    • March 31, 2003

11. Auto Enroll with No Match

    By Guest RSSJay, September 28, 2009
    • 0 replies
    • 969 views
    • 
    • Guest
    • September 28, 2009

12. Not really a match?

    By Earl, March 13, 2012
    • 4 replies
    • 969 views
    • 
    • Earl
    • March 13, 2012

13. Form 8955-SSA (Check mark column)

    By Christopher Wilson, July 23, 2019
    • 3 replies
    • 968 views
    • 
    • Kristina
    • July 24, 2019

14. Extra deferral deposited during the year

    By Jakyasar, October 10, 2023
    • 7 replies
    • 968 views
    • 
    • Jakyasar
    • October 10, 2023

15. Error Found by Auditor

    By khn, September 16, 2020
    • 5 replies
    • 968 views
    • 
    • khn
    • September 17, 2020

16. 402(g) taxation quick and easy(?)

    By BG5150, January 13, 2016
    • 2 replies
    • 968 views
    • 
    • Tom Poje
    • January 15, 2016

17. Compensation For A Cross Tested SHNEC and PS Plan 2 YOS Eligibility

    By Stevo-PDX, April 3, 2014   

    • cross test
    • PS
    • (and 1 more)

      Tagged with:

      • cross test
      • PS
      • 2 YOS
    • 0 replies
    • 968 views
    • 
    • Stevo-PDX
    • April 3, 2014

18. Allocable share of qualified plan deduction

    By ErisaGooroo, July 25, 2017
    • 5 replies
    • 968 views
    • 
    • ErisaGooroo
    • July 26, 2017

19. amending a safe harbor Plan

    By pmacduff, September 11, 2014
    • 1 reply
    • 968 views
    • 
    • GMK
    • September 11, 2014

20. eligible rollover distribution

    By Rai401k, September 12, 2014
    • 1 reply
    • 968 views
    • 
    • John Feldt ERPA CPC QPA
    • September 12, 2014

21. Qualified Reservist Distributions and HEART Withdrawals

    By Nassau, January 18, 2011
    • 0 replies
    • 968 views
    • 
    • Nassau
    • January 18, 2011

22. Excess Annual Additions

    By fiona1, September 29, 2004
    • 0 replies
    • 968 views
    • 
    • fiona1
    • September 29, 2004

23. Solo 401(k) questions

    By UM1234, October 1, 2013
    • 1 reply
    • 968 views
    • 
    • Jim Chad
    • October 1, 2013

24. Per Pay Match to Partners

    By WesleyT, December 8, 2008
    • 1 reply
    • 968 views
    • 
    • Bird
    • December 8, 2008

25. Plan Deferral Limit ?

    By pholosofizer, December 1, 2014
    • 4 replies
    • 968 views
    • 
    • Bird
    • December 1, 2014

26. Erroneous profit sharing funding correction

    By Tom, February 16, 2025
    • 5 replies
    • 968 views
    • 
    • David Schultz
    • February 18, 2025

27. Tip Income

    By AATPA, October 12, 2018
    • 1 reply
    • 968 views
    • 
    • dan654083
    • March 13, 2019

28. Auditor "Statement of Financial Assets"

    By Guest Form5500, November 3, 2010
    • 1 reply
    • 967 views
    • 
    • TPAMan
    • November 3, 2010

29. Deducting Fees from 401ks related to financial plans

    By Guest EricWings, November 24, 2008
    • 1 reply
    • 967 views
    • 
    • Peter Gulia
    • November 24, 2008

30. Safe Harbor addoption dates

    By Guest carsonv, October 30, 2003
    • 1 reply
    • 967 views
    • 
    • chris
    • October 30, 2003

31. 5500-EZ allowed?

    By gregburst, December 5, 2012
    • 1 reply
    • 967 views
    • 
    • ETA Consulting LLC
    • December 5, 2012

32. Loan from Simple IRA rollover

    By Pension Panda, February 5, 2007
    • 0 replies
    • 967 views
    • 
    • Pension Panda
    • February 5, 2007

33. ADP/ACP testing

    By Guest KRS401k, July 22, 2008
    • 1 reply
    • 967 views
    • 
    • Kimberly S
    • July 22, 2008

34. Protected Benefit -- Electing Source of Distribution

    By JG-12, April 18, 2023
    • 2 replies
    • 967 views
    • 
    • rocknrolls2
    • April 19, 2023

35. EGTRRA and Comp Limit

    By Guest CRC02, May 6, 2003
    • 0 replies
    • 967 views
    • 
    • Guest
    • May 6, 2003

36. Balance of Plan Account Required with 402(f) Notice

    By billfgrady, February 4, 2004
    • 0 replies
    • 966 views
    • 
    • billfgrady
    • February 4, 2004

37. Gap Earnings

    By justatester, March 18, 2008
    • 0 replies
    • 966 views
    • 
    • justatester
    • March 18, 2008

38. QNEC & Catch-up

    By wifrbr, March 28, 2018
    • 3 replies
    • 966 views
    • 
    • Kac1214
    • March 28, 2018

39. Timing of 3% Non Elective

    By JROB, March 12, 2025
    • 1 reply
    • 966 views
    • 
    • Paul I
    • March 12, 2025

40. Opt-out

    By Bruce1, July 10, 2025
    • 3 replies
    • 966 views
    • 
    • Paul I
    • July 14, 2025

41. Safe Harbor 3% Maybe

    By 52626, March 11, 2015
    • 1 reply
    • 966 views
    • 
    • Tom Poje
    • March 11, 2015

42. ADP Refunds/plan terminating

    By Guest chris4013, May 8, 2003
    • 0 replies
    • 966 views
    • 
    • Guest
    • May 8, 2003

43. Failed to suspend deferrals after h'ship--now what?

    By BG5150, March 22, 2019
    • 4 replies
    • 966 views
    • 
    • Luke Bailey
    • March 26, 2019

44. Representative Matching Rate

    By austin3515, August 5, 2012
    • 0 replies
    • 965 views
    • 
    • austin3515
    • August 5, 2012

45. State-Sponsored Retirement Plan and Remote Employees

    By RPP2001, October 11, 2022
    • 3 replies
    • 965 views
    • 
    • RPP2001
    • October 15, 2022

46. Beneficiary

    By vmh24rar, August 9, 2017
    • 3 replies
    • 965 views
    • 
    • david rigby
    • August 9, 2017

47. Change in Match -- Any issues?

    By Mr Bagwell, July 26, 2016   

    • match
    • 4 replies
    • 965 views
    • 
    • Mr Bagwell
    • July 26, 2016

48. SH 401K for employees under a CBA

    By RatherBeGolfing, September 30, 2021
    • 9 replies
    • 965 views
    • 
    • Luke Bailey
    • October 5, 2021

49. ADP Refund of Roth plus gains at age 56- are gains taxable?

    By Jim Chad, January 31, 2014
    • 1 reply
    • 965 views
    • 
    • Lou S.
    • January 31, 2014

50. Off Calendar Limits

    By Jay3, August 10, 2009
    • 1 reply
    • 964 views
    • 
    • Tom Poje
    • August 11, 2009