401(k) Plans

19,275 topics in this forum

1. Short first plan year?

   By jaemmons, April 7, 2004
   • 2 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • April 7, 2004

2. Short First Year Safe Harbor, pro-rate compensation limit?

   By Guest PensionPrincess, November 8, 2010
   • 1 reply
   • 971 views
   • 
   • Lou S.
   • November 8, 2010

3. Short first year; in determining maximum compensation for the match calculation, how many months do I prorate the $200K limit? 1 or 2?

   By alexa, December 6, 2003
   • 7 replies
   • 1.8k views
   • 
   • g8r
   • December 12, 2003

4. Short Initial Plan Year

   By Lori Foresz, August 30, 2004
   • 2 replies
   • 1.8k views
   • 
   • rlb64
   • September 1, 2004

5. Short initial plan-year; is 404 deduction limit based on full-year com

   By BTH, December 8, 2000
   • 0 replies
   • 1.5k views
   • 
   • BTH
   • December 8, 2000

6. Short initial year limitations

   By Flyboyjohn, March 14, 2013
   • 5 replies
   • 5.4k views
   • 
   • Flyboyjohn
   • March 15, 2013

7. short limitation year - 415 proration

   By Guest JTK, October 20, 2006
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • October 20, 2006

8. Short Plan Yar Help

   By imchipbrown, February 23, 2006
   • 0 replies
   • 1.4k views
   • 
   • imchipbrown
   • February 23, 2006

9. Short Plan Year

   By cdavis25, February 5, 2013
   • 1 reply
   • 794 views
   • 
   • rcline46
   • February 5, 2013

10. Short Plan Year

    By jkdoll2, January 15, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 2009

11. Short Plan Year

    By Guest ANNEBV, August 31, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 1, 2000

12. Short Plan Year

    By Guest JBarn, September 15, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 16, 1999

13. Short Plan year

    By Guest mol, September 7, 2004
    • 3 replies
    • 1.2k views
    • 
    • jquazza
    • September 9, 2004

14. Short Plan Year

    By Guest Mike Schwing, November 20, 2002
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • November 21, 2002

15. Short Plan Year

    By austin3515, March 30, 2012
    • 3 replies
    • 865 views
    • 
    • Jim Chad
    • March 30, 2012

16. short plan year

    By Robin Wilson, March 17, 2021
    • 3 replies
    • 794 views
    • 
    • Gilmore
    • March 21, 2021

17. Short Plan Year

    By Guest Rosemary Raymer, July 11, 2006
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • July 11, 2006

18. Short Plan Year - 1st year of Safe Harbor

    By nancy, December 1, 2000
    • 5 replies
    • 3.7k views
    • 
    • nancy
    • December 1, 2000

19. Short Plan year - catch up?

    By PFranckowiak, January 24, 2013
    • 5 replies
    • 1.7k views
    • 
    • PFranckowiak
    • January 24, 2013

20. Short Plan Year - contribution timing?

    By Guest Michael Anderson, October 12, 2004
    • 0 replies
    • 881 views
    • 
    • Guest
    • October 12, 2004

21. Short Plan Year - CRoss-Testing

    By austin3515, August 2, 2013
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • August 2, 2013

22. Short Plan Year - Match correction

    By Gilmore, August 9, 2018
    • 2 replies
    • 543 views
    • 
    • Gilmore
    • August 10, 2018

23. Short Plan Year - Minimum months required?

    By KTB, December 18, 2013
    • 3 replies
    • 1.5k views
    • 
    • KTB
    • December 19, 2013

24. Short Plan Year - New Plan

    By Pammie57, March 13, 2017
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • March 13, 2017

25. Short plan year & 1000 hour rule for share of PS

    By Guest Julie Woulfe, March 3, 2006
    • 2 replies
    • 2.2k views
    • 
    • Archimage
    • March 3, 2006

26. Short Plan Year 415 Limitation

    By Guest NPS Darren, January 20, 2010
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • January 21, 2010

27. Short Plan Year and 2 1/2 month deadline

    By buckaroo, July 11, 2017
    • 1 reply
    • 859 views
    • 
    • Tom Poje
    • July 11, 2017

28. Short Plan Year and ADP/ACP Testing

    By J. Bringhurst, October 28, 2002
    • 4 replies
    • 3.7k views
    • 
    • J. Bringhurst
    • October 30, 2002

29. Short Plan Year and coverage failure

    By John Feldt ERPA CPC QPA, August 11, 2009
    • 10 replies
    • 2k views
    • 
    • Laura Harrington
    • August 13, 2009

30. short plan year and deferrals

    By Guest JBarid, October 16, 2006
    • 6 replies
    • 5k views
    • 
    • Guest
    • October 17, 2006

31. short plan year and entry dates

    By Guest mk2308, August 25, 2004
    • 6 replies
    • 2.4k views
    • 
    • rcline46
    • August 26, 2004

32. Short Plan Year and Proration

    By justatester, April 27, 2021
    • 5 replies
    • 3.4k views
    • 
    • Lou S.
    • August 12, 2021

33. Short plan year and testing

    By Guest CAM223, March 10, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 11, 2005

34. Short Plan year and top heavy

    By Tom, February 15, 2023
    • 1 reply
    • 443 views
    • 
    • Lou S.
    • February 15, 2023

35. Short plan year and YOS for vesting

    By doombuggy, May 28, 2019
    • 2 replies
    • 2k views
    • 
    • Bri
    • May 28, 2019

36. Short Plan Year Audit Reports

    By Guest lhorne, October 31, 2006
    • 3 replies
    • 4.3k views
    • 
    • Guest
    • November 2, 2006

37. short plan year end - entry dates

    By Chippy, December 23, 2014
    • 2 replies
    • 1.3k views
    • 
    • Chippy
    • December 24, 2014

38. Short plan year entry

    By Guest jefe96, March 9, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 9, 2005

39. short plan year failed ADP

    By R. Butler, January 17, 2017
    • 11 replies
    • 2.7k views
    • 
    • Mike Preston
    • January 19, 2017

40. short plan year for safe harbor plan or retroactive effective date?

    By AKconsult, March 8, 2013
    • 1 reply
    • 1.7k views
    • 
    • K2
    • March 8, 2013

41. Short Plan Year Partnership Compensation Pro Rata

    By Kiley, August 4, 2021
    • 3 replies
    • 649 views
    • 
    • CuseFan
    • August 5, 2021

42. Short Plan Year Safe Harbor Plan

    By Guest lovework, September 17, 2014
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • September 24, 2014

43. Short Plan Year situation

    By Guest PCS Inc, March 1, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 2010

44. Short Plan Year solution to reinstating Safe Harbor mid-year?

    By Guest Pennysaver, June 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 8, 2010

45. Short plan year vesting

    By pmacduff, January 24, 2013
    • 1 reply
    • 2.1k views
    • 
    • ETA Consulting LLC
    • January 24, 2013

46. Short Plan Year--eligibilty for a contribution allocation

    By KJohnson, November 22, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • November 22, 2002

47. Short Plan Year-ADP/ACP Testing

    By Guest Lori Basilico, February 12, 2000
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • February 16, 2000

48. Short Plan Year, Deferral of Accountant's Report

    By Guest mtrice, April 22, 2014   

    • Change in Plan Year
    • 401(k) Plans
    • 1 reply
    • 1.8k views
    • 
    • Flyboyjohn
    • April 22, 2014

49. Short plan year, what hours to prorate?

    By BG5150, August 28, 2020
    • 7 replies
    • 1.4k views
    • 
    • Belgarath
    • September 1, 2020

50. Short Plan Year?

    By Guest chris4013, December 23, 2003
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • December 23, 2003