401(k) Plans

19,275 topics in this forum

1. 415 limit and Match True-Up

   By Bill D., November 2, 2022
   • 6 replies
   • 1.7k views
   • 
   • bito'money
   • November 4, 2022

2. 415 Limit and the 100% of Comp Limitation

   By mming, May 29, 2018
   • 7 replies
   • 3.3k views
   • 
   • spiritrider
   • August 18, 2018

3. 415 limit for 2 DC Plans

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

4. 415 limit for a participant in two unrelated plans

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

5. 415 limit for employee of multiple employers

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

6. 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

7. 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

8. 415 Limit Off-Calendar Plan Year

   By 12AX7, September 24, 2013
   • 3 replies
   • 4.4k views
   • 
   • Kevin C
   • September 24, 2013

9. 415 limit off-calendar year plan

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

10. 415 limit question

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

11. 415 limit Union Plan

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

12. 415 Limit when an owner is in more than one plan

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

13. 415 limit with catch up

    By perplexedbypensions, January 16, 2019
    • 6 replies
    • 5.1k views
    • 
    • ESOP Guy
    • January 17, 2019

14. 415 Limitations

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

15. 415 limits

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

16. 415 limits

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

17. 415 Limits & Catchup Contributions

    By MBCarey, July 13, 2007
    • 2 replies
    • 6.3k views
    • 
    • TLGeer
    • July 15, 2007

18. 415 limits and allocation to other Participants

    By TPA Bob, December 12, 2018   

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

19. 415 limits and Collective Bargaining

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

20. 415 Limits and Controlled Groups

    By Alex Daisy, January 23, 2009
    • 5 replies
    • 3.9k views
    • 
    • BeckyMiller
    • January 29, 2009

21. 415 limits and off plan years

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

22. 415 limits on earned income and employee compensation

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

23. 415 Limits with regard to non-deductible IRA contributions

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

24. 415 refund error

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

25. 415 Refunds and Excise Tax

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

26. 415 Safe Harbor Compensation

    By Madison71, December 22, 2009
    • 1 reply
    • 2.6k views
    • 
    • Madison71
    • December 22, 2009

27. 415 testing

    By Guest mkelly, September 19, 2002
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • September 20, 2002

28. 415 Testing of two plans with differing Limitation years

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

29. 415 Testing Question

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

30. 415 Testing: Noncalendar plan years

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

31. 415 under EGTRRA

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

32. 415 violation correction and excise tax

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

33. 415 violation for S/E

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

34. 415 Violation/Refunds

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

35. 415(c) and Amended Tax Returns

    By Cephas, August 19
    • 2 replies
    • 519 views
    • 
    • Cephas
    • August 20

36. 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

37. 415(c) Limit - post-tax?

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

38. 415(c) limit and catch up

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

39. 415(c) limit compensation

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

40. 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

41. 415(c)(3) definition of compensation

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

42. 415(c)(3)(C) Disability Contributions

    By billfgrady, July 17, 2002
    • 0 replies
    • 1.5k views
    • 
    • billfgrady
    • July 17, 2002

43. 415(c)(4) Business Explanation Needed

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

44. 415c Maximum Contributions

    By Marlene, January 24, 2018   

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

45. 45-day notice requirement for safe harbor correction

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

46. 457 and Catch-Up Contributions

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

47. 457 Spinoff to a 401(k)

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

48. 4979 Excise Tax

    By ERISA11, September 6, 2017   

    • 4979
    • excise
    • (and 1 more)

      Tagged with:

      • 4979
      • excise
      • excess contributions
    • 2 replies
    • 1.1k views
    • 
    • ERISA11
    • September 7, 2017

49. 4K Safe Harbor Match Plan Termination

    By mschwechter, October 20, 2004
    • 4 replies
    • 1.5k views
    • 
    • mschwechter
    • October 21, 2004

50. 4k/ESOP Top Heavy aggregation

    By Guest dannyoc13, February 20, 2007
    • 3 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2007