401(k) Plans

19,319 topics in this forum

1. Solo - K set up deadline for 2023

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

2. Solo & PA in Same Year

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

3. Solo 401 and Simple - Controlled Group Questions

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

4. solo 401(k)

   By Guest Pat Metallic, October 7, 2002
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • October 9, 2002

5. Solo 401(k)

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

6. Solo 401(k)

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

7. Solo 401(k)

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

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

   By MjInvestments, February 15, 2021
   • 16 replies
   • 2k views
   • 
   • Luke Bailey
   • February 18, 2021

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

   By Guest JPIngold, March 17, 2011
   • 4 replies
   • 1.4k views
   • 
   • Kevin C
   • March 21, 2011

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

    By ubermax, April 18, 2017
    • 14 replies
    • 2.6k views
    • 
    • Mike Preston
    • April 21, 2017

11. Solo 401(k) and DB Plan

    By AndyH, December 20, 2018
    • 22 replies
    • 2.4k views
    • 
    • jane murray
    • December 29, 2018

12. Solo 401(k) and health insurance premiums

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

13. Solo 401(k) Deduction

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

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

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

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

    By Susan S., May 24, 2018
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • May 25, 2018

16. Solo 401(k) Mess

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

17. Solo 401(k) plan

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

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

    By Guest new2thegame, October 20, 2003
    • 5 replies
    • 1.7k views
    • 
    • Alf
    • October 22, 2003

19. Solo 401(k) Plan and related employer

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

20. Solo 401(k) Plan Loan

    By Catch22PGM, July 25, 2021   

    • loan
    • interest rate
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • July 27, 2021

21. Solo 401(k) Plans

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

22. 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

23. Solo 401(k) questions

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

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

    By jala, December 10, 2015
    • 13 replies
    • 2.3k views
    • 
    • Mike Preston
    • December 13, 2015

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

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

26. Solo 401(k)Plan

    By Dobber, March 5, 2021
    • 18 replies
    • 3.9k views
    • 
    • BeanCounterBlues
    • January 5, 2024

27. solo 401k

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

28. Solo 401k

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

29. Solo 401k

    By 401kay, December 22, 2022
    • 9 replies
    • 1.3k views
    • 
    • Brian Dunkin
    • March 22, 2023

30. Solo 401k - multiple partnerships

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

31. Solo 401K & Health Insurance Deduction Limitations

    By TNT, February 6, 2018   

    • solo
    • health insurance
    • 3 replies
    • 4.3k views
    • 
    • spiritrider
    • May 30, 2020

32. Solo 401k & PEO ee's

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

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

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

34. solo 401k add wife in family business

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

35. Solo 401k and money purchase plan

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

36. Solo 401K contribution limit per family

    By Blue_Sky, October 28, 2020
    • 14 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 29, 2020

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

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

38. Solo 401k established, but not funded

    By Spencer, May 12, 2021   

    • solo 401k
    • missed deferral opportunity
    • 21 replies
    • 2.1k views
    • 
    • BG5150
    • May 19, 2021

39. Solo 401k Investments in Startups with Plan Funds

    By dragondon, June 5, 2023
    • 7 replies
    • 733 views
    • 
    • Peter Gulia
    • June 7, 2023

40. Solo 401k Match Question

    By Guest BuffaloT, March 12, 2008
    • 5 replies
    • 1.9k views
    • 
    • Appleby
    • March 13, 2008

41. SOLO 401K MISFILED - HOW TO HANDLE?

    By jbsoffen, November 20, 2023
    • 12 replies
    • 2k views
    • 
    • Appleby
    • November 24, 2023

42. Solo 401k plan with cash balance plan

    By jkdoll2, November 21, 2016
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • November 21, 2016

43. solo 401k plans for highly compensated s-corp owners

    By tomf, December 28, 2015   

    • solo 401k
    • s-corp retirement plan
    • 9 replies
    • 2.2k views
    • 
    • Mike Preston
    • December 30, 2015

44. Solo 401k RMD

    By rtheis, December 4, 2024   

    • solo 401k
    • 9 replies
    • 1.1k views
    • 
    • FPGuy
    • December 6, 2024

45. Solo 401k to max out pretax savings.

    By Ponzu, December 10, 2015
    • 2 replies
    • 874 views
    • 
    • Mike Preston
    • December 11, 2015

46. Solo 401k TPA working with an advisor

    By Jim White, CFP, EA, September 9, 2019
    • 4 replies
    • 1.6k views
    • 
    • Amyrmaid
    • September 10, 2019

47. Solo 401k w/ Missing 5500's for Many Years

    By austin3515, July 28, 2010
    • 8 replies
    • 2.7k views
    • 
    • Bird
    • July 29, 2010

48. Solo K - bonding requirements?

    By Tinman, August 5, 2008
    • 7 replies
    • 3.2k views
    • 
    • jpod
    • December 8, 2011

49. Solo k for Sole Proprietor - Computation of Contributions for Proprietor Based on Earned Income

    By rocknrolls2, September 22, 2021
    • 13 replies
    • 2.6k views
    • 
    • Mike Preston
    • September 25, 2021

50. Solo K plan termination

    By rfahey, November 10, 2010
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • November 10, 2010