401(k) Plans

19,275 topics in this forum

1. Sole proprietor incorporated: Keep old 401(k) or create new one?

   By Guest hk73, April 13, 2005
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • April 13, 2005

2. Sole Proprietor Incorporates

   By Guest amm19, July 18, 2003
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • July 18, 2003

3. Sole Proprietor Salary Deferral

   By Below Ground, March 7, 2007
   • 9 replies
   • 3.6k views
   • 
   • Below Ground
   • March 9, 2007

4. Sole Proprietor with 401(k) Plan

   By jukeboy56, April 11, 2016
   • 1 reply
   • 617 views
   • 
   • ETA Consulting LLC
   • April 11, 2016

5. Sole Proprietor with Multiple Schedule Cs & Uni-K

   By Guest jc1457, June 29, 2011
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • June 29, 2011

6. Sole Proprietor, HCEs and Attribution

   By imchipbrown, August 15, 2013
   • 4 replies
   • 1.5k views
   • 
   • imchipbrown
   • August 15, 2013

7. sole proprietor/partnership 401(k) Plan

   By Guest tajcc, December 19, 2006
   • 8 replies
   • 2.3k views
   • 
   • Belgarath
   • December 21, 2006

8. Sole Proprietors and 401(k)

   By Guest jmurph, August 16, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • August 23, 1999

9. Sole Proprietorships all adopting the plan?

   By jkharvey, April 2, 2013
   • 5 replies
   • 1.7k views
   • 
   • Kevin C
   • April 8, 2013

10. Sole props deferral election after year end

    By Jakyasar, November 22, 2024
    • 2 replies
    • 628 views
    • 
    • Jakyasar
    • November 23, 2024

11. Sole Props wanting 401(k) Plans

    By Guest Michael S. Ouellette, August 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • August 30, 2001

12. Sole-Prop & Partner 415 Limit

    By Guest padmin, October 31, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 31, 2005

13. Solo - K set up deadline for 2023

    By Tom, March 28, 2024
    • 5 replies
    • 673 views
    • 
    • David Schultz
    • April 2, 2024

14. Solo & PA in Same Year

    By DP, October 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • October 4, 2005

15. Solo 401 and Simple - Controlled Group Questions

    By Guest xi9001, April 28, 2010
    • 7 replies
    • 2.5k views
    • 
    • austin3515
    • April 30, 2010

16. solo 401(k)

    By Guest Pat Metallic, October 7, 2002
    • 7 replies
    • 2k views
    • 
    • Guest
    • October 9, 2002

17. Solo 401(k)

    By Guest gts, January 15, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 16, 2003

18. Solo 401(k)

    By Dobber, October 25, 2024
    • 1 reply
    • 410 views
    • 
    • Bill Presson
    • October 25, 2024

19. Solo 401(k)

    By Dobber, August 30, 2022
    • 3 replies
    • 770 views
    • 
    • Dobber
    • August 30, 2022

20. Solo 401(k) - No intention of utilizing

    By MjInvestments, February 15, 2021
    • 16 replies
    • 1.9k views
    • 
    • Luke Bailey
    • February 18, 2021

21. Solo 401(k) / 415 limit / Catch-up

    By Guest JPIngold, March 17, 2011
    • 4 replies
    • 1.3k views
    • 
    • Kevin C
    • March 21, 2011

22. Solo 401(k) & Max Profit Sharing Contribution

    By ubermax, April 18, 2017
    • 14 replies
    • 2.3k views
    • 
    • Mike Preston
    • April 21, 2017

23. Solo 401(k) and DB Plan

    By AndyH, December 20, 2018
    • 22 replies
    • 2.3k views
    • 
    • jane murray
    • December 29, 2018

24. Solo 401(k) and health insurance premiums

    By Guest BruceC, April 24, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 24, 2011

25. Solo 401(k) Deduction

    By bzorc, February 28, 2020
    • 1 reply
    • 370 views
    • 
    • AndyH
    • February 28, 2020

26. Solo 401(k) did not file 5500 EZ - Has anyone tried a letter, lately?

    By Jim Chad, October 28, 2015
    • 1 reply
    • 863 views
    • 
    • Lou S.
    • October 28, 2015

27. Solo 401(k) for Spouses with Individual Companies?

    By Susan S., May 24, 2018
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • May 25, 2018

28. Solo 401(k) Mess

    By Chipwood 24, September 8, 2022
    • 2 replies
    • 566 views
    • 
    • Roycal
    • September 12, 2022

29. Solo 401(k) plan

    By Guest Pat Metallic, March 23, 2006
    • 1 reply
    • 1.2k views
    • 
    • Lame Duck
    • March 23, 2006

30. Solo 401(k) plan "administration."

    By Guest new2thegame, October 20, 2003
    • 5 replies
    • 1.6k views
    • 
    • Alf
    • October 22, 2003

31. Solo 401(k) Plan and related employer

    By Dougsbpc, November 14, 2019
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 15, 2019

32. Solo 401(k) Plan Loan

    By Catch22PGM, July 25, 2021   

    • loan
    • interest rate
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • July 27, 2021

33. Solo 401(k) Plans

    By Chipwood 24, February 2, 2023
    • 3 replies
    • 601 views
    • 
    • Below Ground
    • February 3, 2023

34. Solo 401(k) question

    By cbendertpa23, January 15, 2016   

    • solo
    • individual
    • (and 3 more)

      Tagged with:

      • solo
      • individual
      • 401k
      • children
      • owner
    • 7 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 21, 2016

35. Solo 401(k) questions

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

36. Solo 401(k)-Never Funded-Terminating-Filing Required?

    By jala, December 10, 2015
    • 13 replies
    • 2.2k views
    • 
    • Mike Preston
    • December 13, 2015

37. Solo 401(k), First 5500, DFVC

    By 401king, February 6, 2018
    • 6 replies
    • 1.5k views
    • 
    • 401king
    • February 7, 2018

38. Solo 401(k)Plan

    By Dobber, March 5, 2021
    • 18 replies
    • 3.3k views
    • 
    • BeanCounterBlues
    • January 5, 2024

39. solo 401k

    By Raj, February 15, 2018
    • 2 replies
    • 746 views
    • 
    • imchipbrown
    • February 15, 2018

40. Solo 401k

    By DP, December 16, 2003
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • December 17, 2003

41. Solo 401k

    By 401kay, December 22, 2022
    • 9 replies
    • 1.2k views
    • 
    • Brian Dunkin
    • March 22, 2023

42. Solo 401k - multiple partnerships

    By bwurts, July 1, 2016
    • 1 reply
    • 818 views
    • 
    • Kevin C
    • July 7, 2016

43. Solo 401K & Health Insurance Deduction Limitations

    By TNT, February 6, 2018   

    • solo
    • health insurance
    • 3 replies
    • 4.1k views
    • 
    • spiritrider
    • May 30, 2020

44. Solo 401k & PEO ee's

    By TPApril, September 24, 2018
    • 1 reply
    • 827 views
    • 
    • Larry Starr
    • September 24, 2018

45. Solo 401k 5500-EZ filed through IRS relief program still subject to DOL penalties?

    By ChevChase, September 18, 2022
    • 2 replies
    • 711 views
    • 
    • ChevChase
    • September 19, 2022

46. solo 401k add wife in family business

    By Guest weprin, February 13, 2008
    • 3 replies
    • 1.9k views
    • 
    • Bird
    • February 13, 2008

47. Solo 401k and money purchase plan

    By Guest weprin, December 6, 2002
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • December 6, 2002

48. Solo 401K contribution limit per family

    By Blue_Sky, October 28, 2020
    • 14 replies
    • 1k views
    • 
    • RatherBeGolfing
    • October 29, 2020

49. Solo 401k Contributions Timing and W-2 Details

    By Francis, April 22, 2019
    • 1 reply
    • 511 views
    • 
    • Lou S.
    • April 22, 2019

50. Solo 401k established, but not funded

    By Spencer, May 12, 2021   

    • solo 401k
    • missed deferral opportunity
    • 21 replies
    • 2k views
    • 
    • BG5150
    • May 19, 2021