401(k) Plans

19,319 topics in this forum

1. 415 Limit and Catch-up

   By NW529, December 4, 2020   

   • 415
   • catchup
   • 3 replies
   • 786 views
   • 
   • BG5150
   • December 7, 2020

2. 415 Limit and Catch-Up

   By CLE401kGuy, December 9, 2013
   • 2 replies
   • 924 views
   • 
   • ETA Consulting LLC
   • December 9, 2013

3. 415 Limit and Forfeitures

   By Dazednconfused, February 21, 2011
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • February 21, 2011

4. 415 limit and Match True-Up

   By Bill D., November 2, 2022
   • 6 replies
   • 1.8k views
   • 
   • bito'money
   • November 4, 2022

5. 415 Limit and the 100% of Comp Limitation

   By mming, May 29, 2018
   • 7 replies
   • 3.4k views
   • 
   • spiritrider
   • August 18, 2018

6. 415 limit for 2 DC Plans

   By KJohnson, November 16, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • November 16, 1999

7. 415 limit for a participant in two unrelated plans

   By PensionNewbee, April 23, 2004
   • 5 replies
   • 1.6k views
   • 
   • PensionNewbee
   • April 23, 2004

8. 415 limit for employee of multiple employers

   By Guest RS Vatalaro, January 7, 2000
   • 3 replies
   • 4.5k views
   • 
   • John A
   • January 10, 2000

9. 415 limit for limitation year that is not a calendar year

   By Guest terryh123, November 9, 2004
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • November 9, 2004

10. 415 limit met, ok to reduce ps contrib to hce?

    By Guest jc1457, January 7, 2008
    • 8 replies
    • 1.5k views
    • 
    • QDROphile
    • January 8, 2008

11. 415 Limit Off-Calendar Plan Year

    By 12AX7, September 24, 2013
    • 3 replies
    • 4.5k views
    • 
    • Kevin C
    • September 24, 2013

12. 415 limit off-calendar year plan

    By Guest Peggy806, June 29, 2009
    • 4 replies
    • 2.2k views
    • 
    • Bill Presson
    • July 2, 2009

13. 415 limit question

    By BG5150, May 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • May 9, 2008

14. 415 limit Union Plan

    By PFranckowiak, December 1, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • December 1, 2010

15. 415 Limit when an owner is in more than one plan

    By emmetttrudy, February 1, 2017
    • 2 replies
    • 649 views
    • 
    • emmetttrudy
    • February 2, 2017

16. 415 limit with catch up

    By perplexedbypensions, January 16, 2019
    • 6 replies
    • 5.7k views
    • 
    • ESOP Guy
    • January 17, 2019

17. 415 Limitations

    By MBCarey, January 28, 2003
    • 3 replies
    • 1.2k views
    • 
    • four01kman
    • January 28, 2003

18. 415 limits

    By Guest johng44, October 9, 2002
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • October 11, 2002

19. 415 limits

    By ajustice, September 29, 2020
    • 14 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 30, 2020

20. 415 Limits & Catchup Contributions

    By MBCarey, July 13, 2007
    • 2 replies
    • 6.4k views
    • 
    • TLGeer
    • July 15, 2007

21. 415 limits and allocation to other Participants

    By TPA Bob, December 12, 2018   

    • 415 limit
    • 5 replies
    • 690 views
    • 
    • TPA Bob
    • December 13, 2018

22. 415 limits and Collective Bargaining

    By Guest Rutager, April 9, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • April 11, 2007

23. 415 Limits and Controlled Groups

    By Alex Daisy, January 23, 2009
    • 5 replies
    • 4k views
    • 
    • BeckyMiller
    • January 29, 2009

24. 415 limits and off plan years

    By Guest ppapdx, February 5, 2013
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 6, 2013

25. 415 limits on earned income and employee compensation

    By Guest egoldberg, March 19, 2001
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 21, 2001

26. 415 Limits with regard to non-deductible IRA contributions

    By Guest fiddler, January 23, 2005
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • January 24, 2005

27. 415 refund error

    By fiona1, June 28, 2007
    • 0 replies
    • 1.2k views
    • 
    • fiona1
    • June 28, 2007

28. 415 Refunds and Excise Tax

    By Guest CHRISTA, December 18, 2001
    • 3 replies
    • 2.7k views
    • 
    • jaemmons
    • December 19, 2001

29. 415 Safe Harbor Compensation

    By Madison71, December 22, 2009
    • 1 reply
    • 2.7k views
    • 
    • Madison71
    • December 22, 2009

30. 415 testing

    By Guest mkelly, September 19, 2002
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • September 20, 2002

31. 415 Testing of two plans with differing Limitation years

    By Guest andmik, May 29, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • May 29, 2001

32. 415 Testing Question

    By MBCarey, June 13, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 13, 2011

33. 415 Testing: Noncalendar plan years

    By Guest m2b2, August 29, 2007
    • 6 replies
    • 2.6k views
    • 
    • BG5150
    • August 30, 2007

34. 415 under EGTRRA

    By Guest JBlair, June 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • June 30, 2001

35. 415 violation correction and excise tax

    By SMB, March 16, 2000
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • March 17, 2000

36. 415 violation for S/E

    By Belgarath, May 28, 2025
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • May 29, 2025

37. 415 Violation/Refunds

    By Guest padmin, January 13, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 13, 2004

38. 415(c) and Amended Tax Returns

    By Cephas, August 19, 2025
    • 2 replies
    • 632 views
    • 
    • Cephas
    • August 20, 2025

39. 415(c) excess refund prior to April 15 - what year taxed?

    By Pixie, March 22, 2013   

    • 415(c)
    • 5 replies
    • 4.2k views
    • 
    • Doghouse
    • March 25, 2013

40. 415(c) Limit - post-tax?

    By Guest BPC, October 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 18, 2004

41. 415(c) limit and catch up

    By drakecohen, January 4, 2023
    • 7 replies
    • 1.2k views
    • 
    • Nate S
    • January 6, 2023

42. 415(c) limit compensation

    By Guest EBC, August 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Medusa
    • August 2, 2001

43. 415(c) limitation apply to the employer or the person?

    By Guest fender5150, December 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • K2retire
    • December 11, 2008

44. 415(c)(3) definition of compensation

    By Guest justbe, February 24, 2005
    • 1 reply
    • 2k views
    • 
    • Alf
    • February 24, 2005

45. 415(c)(3)(C) Disability Contributions

    By billfgrady, July 17, 2002
    • 0 replies
    • 1.6k views
    • 
    • billfgrady
    • July 17, 2002

46. 415(c)(4) Business Explanation Needed

    By Guest TACLord, May 15, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 16, 2008

47. 415c Maximum Contributions

    By Marlene, January 24, 2018   

    • cross testing
    • 12 replies
    • 3k views
    • 
    • msmith
    • April 4, 2018

48. 45-day notice requirement for safe harbor correction

    By t.haley, April 13, 2021
    • 1 reply
    • 985 views
    • 
    • EBP
    • April 14, 2021

49. 457 and Catch-Up Contributions

    By MTWeeks, September 11, 2019
    • 2 replies
    • 471 views
    • 
    • Patricia Neal Jensen
    • September 12, 2019

50. 457 Spinoff to a 401(k)

    By oldman, June 22, 2012
    • 0 replies
    • 863 views
    • 
    • oldman
    • June 22, 2012