401(k) Plans

19,319 topics in this forum

1. top heavy contribution in SH plan

   By betheeg, April 6, 2004
   • 6 replies
   • 1.7k views
   • 
   • R. Butler
   • April 8, 2004

2. Top heavy contribution made from the plan accounts of Keys

   By alanm, July 27, 2005
   • 10 replies
   • 2.1k views
   • 
   • alanm
   • August 2, 2005

3. Top Heavy contribution not made for 2001

   By Guest nlmc18, April 6, 2004
   • 3 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • April 6, 2004

4. Top Heavy contribution required

   By katieinny, October 13, 2009
   • 7 replies
   • 1.4k views
   • 
   • rcline46
   • October 13, 2009

5. Top heavy contribution required with LDOY requirement?

   By Guest Christie Banks, March 23, 2001
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • March 23, 2001

6. Top Heavy Contribution Requirement

   By metsfan026, October 7, 2021
   • 6 replies
   • 1.8k views
   • 
   • BG5150
   • October 7, 2021

7. Top Heavy Contribution Timing

   By kocak, March 5, 2002
   • 14 replies
   • 4.1k views
   • 
   • mbozek
   • March 18, 2002

8. Top Heavy contribution to a new participant vs. contributions to the r

   By Guest SJPrince, September 29, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • October 2, 2000

9. Top Heavy contribution- QNEC?

   By Guest rachd, May 27, 2004
   • 1 reply
   • 1.8k views
   • 
   • Kirk Maldonado
   • May 27, 2004

10. Top Heavy Contributions

    By Dazednconfused, April 30, 2011
    • 1 reply
    • 841 views
    • 
    • 12AX7
    • May 1, 2011

11. top heavy contributions

    By Guest Christine, December 19, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 22, 1998

12. Top Heavy Contributions

    By Stash026, June 21, 2019
    • 2 replies
    • 513 views
    • 
    • Tom Poje
    • June 21, 2019

13. Top Heavy Contributions

    By MBCarey, July 8, 2003
    • 7 replies
    • 2.1k views
    • 
    • R. Butler
    • July 9, 2003

14. TOP Heavy Contributions

    By Guest DP in CA, March 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 10, 2006

15. Top Heavy Contributions for Hardship Withdrawal Employees

    By Guest Mark Manning, August 17, 1999
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • August 17, 1999

16. Top heavy contributions for new EEs

    By Guest PAUL DUGAN, April 18, 2001
    • 4 replies
    • 1.6k views
    • 
    • Richard Anderson
    • April 19, 2001

17. Top Heavy Contributions(- not made)

    By Guest LBH, May 29, 2002
    • 4 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • May 30, 2002

18. Top heavy contributon for a mid-year plan merger

    By KJohnson, August 24, 2000
    • 0 replies
    • 1.7k views
    • 
    • KJohnson
    • August 24, 2000

19. Top Heavy Correction Question

    By Madison71, April 19, 2012
    • 0 replies
    • 1k views
    • 
    • Madison71
    • April 19, 2012

20. Top Heavy Correction--Wrong Compensation Defn

    By sloble@crowleyfleck.com, January 13, 2005
    • 6 replies
    • 2k views
    • 
    • jaemmons
    • January 18, 2005

21. Top Heavy Coverage Test

    By blue, March 3, 2006
    • 6 replies
    • 3k views
    • 
    • R. Butler
    • March 6, 2006

22. Top Heavy Cross Tested Plan - What's the Allocation?

    By Guest ChopperPilot, March 15, 2004
    • 4 replies
    • 1.3k views
    • 
    • Archimage
    • March 15, 2004

23. Top Heavy DC Minimum For Partial Year Participation

    By Guest pjharvey, March 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • March 9, 2001

24. Top Heavy Defined COntribution Plan

    By Gary, March 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • Gary
    • March 6, 2008

25. Top Heavy Determination

    By Guest kgsingletary, December 9, 2002
    • 19 replies
    • 4.3k views
    • 
    • Tom Poje
    • January 10, 2003

26. Top Heavy Determination

    By Guest AHS527, June 6, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 7, 2011

27. Top heavy determination

    By Sully, May 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • May 8, 2002

28. Top Heavy Determination

    By RPP2001, September 29, 2008
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • September 30, 2008

29. Top Heavy Determination

    By Guest Jodi, October 8, 1998
    • 1 reply
    • 3.6k views
    • 
    • Tom Poje
    • October 8, 1998

30. Top Heavy Determination

    By Janice F, May 19, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 25, 2010

31. Top Heavy Determination / 401(k) Test Failure

    By Guest Kevin Mitch, June 28, 2011
    • 4 replies
    • 2.4k views
    • 
    • 12AX7
    • June 30, 2011

32. Top Heavy Determination and 401(k) Receivables

    By Rob P, June 6, 2012
    • 5 replies
    • 2.3k views
    • 
    • Rob P
    • June 7, 2012

33. Top Heavy Determination and Distributions

    By Guest tcunagin, December 31, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 31, 2002

34. Top heavy determination: what parts of the accounts have to be counted

    By richard, August 27, 1998
    • 6 replies
    • 6.2k views
    • 
    • Guest
    • October 1, 1998

35. Top heavy determination. Subtract receivable or not?

    By jkharvey, July 8, 2005
    • 2 replies
    • 2.6k views
    • 
    • R. Butler
    • July 11, 2005

36. Top Heavy Distribution

    By MBCarey, July 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 15, 2003

37. Top Heavy Example

    By Guest jetfaninmn, October 10, 2005
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • October 10, 2005

38. Top Heavy Exemption if HCEs do not receive Safe Harbor?

    By Guest wickedp1, September 13, 2014   

    • Safe Harbor
    • Top Heavy Exemption
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • September 15, 2014

39. top heavy exemption or not

    By Gary, May 10, 2012
    • 2 replies
    • 2k views
    • 
    • chc93
    • May 10, 2012

40. Top Heavy Exemption When Plan Formerly Was Not Safe Harbor

    By Jeff V, December 11, 2020
    • 6 replies
    • 1.2k views
    • 
    • Jeff V
    • December 18, 2020

41. Top Heavy First year plan - Accrued Employer contributions

    By NW529, December 27, 2019   

    • 401k
    • top heavy
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • January 2, 2020

42. Top Heavy Fix Basics

    By rushlakeguy, January 10, 2017
    • 41 replies
    • 6.8k views
    • 
    • rushlakeguy
    • January 12, 2017

43. Top Heavy For Employee Who Waived

    By goldtpa, June 17, 2011
    • 3 replies
    • 991 views
    • 
    • Guest
    • June 17, 2011

44. Top Heavy for Partners

    By nancy, February 8, 2022
    • 7 replies
    • 740 views
    • 
    • Luke Bailey
    • February 9, 2022

45. Top Heavy in First Year

    By Guest KMP, August 22, 2002
    • 18 replies
    • 6.8k views
    • 
    • Mike Preston
    • August 29, 2002

46. Top heavy in multiple employer plan

    By pmacduff, October 26, 2011
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • November 18, 2011

47. Top Heavy Initial Plan Year - Traditional 401k plan

    By Guest elirpa, November 3, 2005
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • November 3, 2005

48. Top Heavy Issue

    By Guest wjr, November 17, 2004
    • 3 replies
    • 1.6k views
    • 
    • BG5150
    • November 23, 2021

49. Top Heavy Issue

    By Guest JDK, April 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • April 15, 2009

50. Top Heavy Issue Family Attribution

    By Guest ROB VIDOVICH, February 20, 2002
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 21, 2002