401(k) Plans

19,319 topics in this forum

1. HCE Determination

   By Stash026, February 11, 2021
   • 3 replies
   • 803 views
   • 
   • Lou S.
   • February 11, 2021

2. PS Testing - Dual Eligibility - Compensation Exclusions

   By OrderOfOps, April 28, 2025
   • 2 replies
   • 802 views
   • 
   • C. B. Zeller
   • April 29, 2025

3. NHC employees given too much match

   By Pammie57, September 7, 2016
   • 2 replies
   • 802 views
   • 
   • My 2 cents
   • September 7, 2016

4. Guaranteed Annuity Contracts and "Insured"

   By jkharvey, June 19, 2012
   • 2 replies
   • 802 views
   • 
   • Guest
   • June 20, 2012

5. Multiple Employer 401(k)

   By 52626, September 15, 2014
   • 1 reply
   • 802 views
   • 
   • QDROphile
   • September 15, 2014

6. Loan Repayments While On Suspension

   By metsfan026, March 12, 2024
   • 2 replies
   • 802 views
   • 
   • metsfan026
   • March 14, 2024

7. Uni K for SCorp

   By Pammie57, October 28, 2020
   • 4 replies
   • 802 views
   • 
   • imchipbrown
   • October 29, 2020

8. participant loans (large minimum)

   By Scuba 401, January 26, 2018
   • 3 replies
   • 802 views
   • 
   • Madison71
   • January 26, 2018

9. 125 PLAN

   By Guest BCCFLEX, September 7, 2011
   • 0 replies
   • 801 views
   • 
   • Guest
   • September 7, 2011

10. Investment Free for all?!

    By justanotheradmin, May 15, 2020
    • 6 replies
    • 801 views
    • 
    • Luke Bailey
    • May 18, 2020

11. SE-Tax for Canadian owner/participant

    By justanotheradmin, March 31, 2014
    • 0 replies
    • 801 views
    • 
    • justanotheradmin
    • March 31, 2014

12. Plan Takeover, Document questions

    By ejohnke, April 7, 2023
    • 3 replies
    • 801 views
    • 
    • Roycal
    • April 11, 2023

13. What to do with ADP/ACP Refunds - Personal Finance

    By austin3515, March 8, 2021
    • 4 replies
    • 801 views
    • 
    • BG5150
    • March 9, 2021

14. Cycle 3 Discretionary Match Communication

    By Patricia Neal Jensen, September 20, 2021
    • 1 reply
    • 801 views
    • 
    • Doc Ument
    • September 28, 2021

15. User fee applies or not?

    By BG5150, April 15, 2010
    • 1 reply
    • 801 views
    • 
    • Belgarath
    • April 15, 2010

16. Asset sale and safe harbor plan

    By 30Rock, March 19, 2024
    • 1 reply
    • 801 views
    • 
    • #toomanyrules
    • April 3, 2024

17. Employer pays the deductible

    By austin3515, February 26, 2010
    • 0 replies
    • 800 views
    • 
    • austin3515
    • February 26, 2010

18. Plan holds land as asset and sells timber

    By jkharvey, June 2, 2015
    • 2 replies
    • 800 views
    • 
    • masteff
    • June 4, 2015

19. controlled groups revisited

    By pmacduff, September 24, 2019
    • 3 replies
    • 800 views
    • 
    • Bill Presson
    • September 24, 2019

20. In plan Roth Transfer and in Plan Roth Rollover 1099 code(s)

    By Bob Demontigny, November 28, 2022
    • 1 reply
    • 800 views
    • 
    • R Griffith
    • November 30, 2022

21. Calculating K-1 earnings for 401(k) plan purposes

    By kwalified, September 10, 2012
    • 0 replies
    • 800 views
    • 
    • kwalified
    • September 10, 2012

22. Publisher - Graphic Designer... Control Group?

    By K-t-F, October 31, 2017   

    • control group
    • 8 replies
    • 800 views
    • 
    • Mike Preston
    • November 16, 2017

23. Top Heavy Silliness

    By C. B. Zeller, June 26, 2018
    • 3 replies
    • 800 views
    • 
    • C. B. Zeller
    • June 27, 2018

24. Plan Mergers/Controlled Group

    By KevinMc, October 2, 2024
    • 1 reply
    • 800 views
    • 
    • MDCPA
    • October 3, 2024

25. 318 family attribution from parent to three children

    By Lawrence, September 18, 2018   

    • 318
    • stock attribution
    • (and 2 more)

      Tagged with:

      • 318
      • stock attribution
      • attribution to multiple children
      • parent-child attribution
    • 5 replies
    • 799 views
    • 
    • Dave Baker
    • September 21, 2018

26. Amending from Plan Year Match to Per Payroll Mid-Year

    By Hayden Taylor, April 23, 2020
    • 2 replies
    • 799 views
    • 
    • MWeddell
    • September 15, 2020

27. 2 active plans in same plan year

    By cpc0506, October 13, 2022
    • 2 replies
    • 799 views
    • 
    • cpc0506
    • October 13, 2022

28. father owns business, son over age 21 only employee

    By jeanh, July 15, 2024
    • 5 replies
    • 799 views
    • 
    • Peter Gulia
    • July 17, 2024

29. Qualified Compensation of a 401k and after tax contributions

    By dragondon, May 8, 2023
    • 5 replies
    • 799 views
    • 
    • Lou S.
    • May 9, 2023

30. Contribution Classification

    By Guest Powers, August 17, 2012
    • 0 replies
    • 799 views
    • 
    • Guest
    • August 17, 2012

31. Is Some PEP trust account information private?

    By With Appreciation...., September 25, 2023
    • 2 replies
    • 799 views
    • 
    • Luke Bailey
    • September 26, 2023

32. Hurricane Irene Relief

    By Guest TomB432, August 20, 2012
    • 1 reply
    • 799 views
    • 
    • david rigby
    • August 21, 2012

33. Amending Plan to Exclude HCEs From SHNEC

    By Connor, February 17, 2025
    • 1 reply
    • 799 views
    • 
    • John Feldt ERPA CPC QPA
    • February 18, 2025

34. Reporting of Late Deposits on form 5500

    By Nic Pospiech, August 25, 2025
    • 8 replies
    • 798 views
    • 
    • Nic Pospiech
    • August 26, 2025

35. allocation of deductions in partnership (LLC)

    By Guest nancy814, April 1, 2010
    • 0 replies
    • 798 views
    • 
    • Guest
    • April 1, 2010

36. stock sale and transitional relief

    By AlbanyConsultant, January 20, 2021
    • 5 replies
    • 798 views
    • 
    • EBECatty
    • January 21, 2021

37. Plan Mergers/Controlled Group

    By KevinMc, January 8, 2024
    • 3 replies
    • 798 views
    • 
    • KevinMc
    • January 8, 2024

38. Participant Statements

    By Nassau, February 22, 2012
    • 1 reply
    • 798 views
    • 
    • GMK
    • February 22, 2012

39. 2019 missed deferral - failure to implement

    By justanotheradmin, April 19, 2023
    • 2 replies
    • 798 views
    • 
    • Paul I
    • April 21, 2023

40. Removing Roth

    By jim241, June 12, 2018   

    • 401k roth
    • 401k
    • 1 reply
    • 798 views
    • 
    • Larry Starr
    • June 12, 2018

41. Changing ADP Testing btwn current & prior years

    By TPApril, November 27, 2023
    • 3 replies
    • 798 views
    • 
    • TPApril
    • November 28, 2023

42. safe harbor plan mid year acquisition

    By R. Butler, August 17, 2018
    • 2 replies
    • 798 views
    • 
    • Kevin C
    • August 21, 2018

43. Life expectancy

    By GMK, February 4, 2015
    • 0 replies
    • 797 views
    • 
    • GMK
    • February 4, 2015

44. New Partner Eligibility to 401(k)

    By michael519, September 15, 2017
    • 3 replies
    • 797 views
    • 
    • michael519
    • November 20, 2017

45. Compensation after termination

    By Lou81, September 22, 2025
    • 1 reply
    • 797 views
    • 
    • ratherbereading
    • September 22, 2025

46. Amend SH Plan now to exclude class?

    By BG5150, January 4, 2019
    • 3 replies
    • 797 views
    • 
    • BG5150
    • January 8, 2019

47. Early deposits of employee deferrals

    By DLavigne, February 2, 2016
    • 2 replies
    • 797 views
    • 
    • Doghouse
    • February 2, 2016

48. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11, March 19, 2024
    • 1 reply
    • 797 views
    • 
    • Lou S.
    • March 19, 2024

49. Safe Harbor Contribution for Owner in Controlled Group

    By MindyFPG, February 16, 2016
    • 1 reply
    • 797 views
    • 
    • bito'money
    • February 17, 2016

50. New safe harbor plan

    By PensionPro, August 12, 2025
    • 6 replies
    • 797 views
    • 
    • Lou S.
    • August 12, 2025