401(k) Plans

19,319 topics in this forum

1. Top Heavy Key is NRA

   By Guest Lawrenceg, July 16, 2007
   • 0 replies
   • 926 views
   • 
   • Guest
   • July 16, 2007

2. Top Heavy Key Employee Partnership K1 Wages

   By jmartin, April 10, 2012
   • 3 replies
   • 1.7k views
   • 
   • MoShawn
   • April 10, 2012

3. Top Heavy Min and Match

   By Earl, September 8, 2005
   • 5 replies
   • 1.3k views
   • 
   • R. Butler
   • September 12, 2005

4. Top Heavy min contribution

   By dmb, March 6, 2003
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • March 6, 2003

5. Top Heavy Minimum

   By Guest chris4013, August 6, 2004
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • August 9, 2004

6. Top Heavy Minimum

   By Guest lap716, August 18, 2009
   • 1 reply
   • 979 views
   • 
   • PensionPro
   • August 18, 2009

7. Top Heavy Minimum

   By TH 401k, June 10, 2025
   • 4 replies
   • 763 views
   • 
   • Lou S.
   • June 11, 2025

8. Top Heavy Minimum

   By DocumentDiva, January 29, 2024
   • 2 replies
   • 650 views
   • 
   • Bird
   • January 30, 2024

9. Top Heavy Minimum

   By nancy, July 30, 2003
   • 4 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • July 30, 2003

10. Top Heavy Minimum / Plan Termination

    By austin3515, July 16, 2012
    • 8 replies
    • 4.2k views
    • 
    • austin3515
    • July 16, 2012

11. Top Heavy Minimum + Maternity Leave

    By Stash026, April 12, 2012
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • April 12, 2012

12. Top Heavy Minimum and Business Unit Sale

    By NW529, July 21, 2020   

    • top heavy
    • 2 replies
    • 463 views
    • 
    • CuseFan
    • July 21, 2020

13. Top heavy minimum and coverage

    By S- Milwaukee, December 3, 2015   

    • Top heavy
    • 4 replies
    • 1.2k views
    • 
    • S- Milwaukee
    • December 3, 2015

14. Top Heavy Minimum and funding of PY PS in not top heavy plan year

    By legort69, September 16, 2012
    • 2 replies
    • 1k views
    • 
    • BG5150
    • September 17, 2012

15. Top Heavy Minimum and New Comparability Calc

    By lisan1025, January 3, 2024
    • 5 replies
    • 793 views
    • 
    • BG5150
    • January 5, 2024

16. Top Heavy Minimum Benefit

    By James Matt Ullakko, June 21, 2001
    • 6 replies
    • 2.5k views
    • 
    • Earl
    • June 30, 2001

17. Top Heavy Minimum Contribution

    By justatester, June 16, 2021
    • 2 replies
    • 627 views
    • 
    • justatester
    • June 17, 2021

18. Top heavy minimum contribution

    By eilano, November 22, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 27, 2000

19. Top Heavy Minimum Contribution

    By metsfan026, March 1, 2024
    • 3 replies
    • 573 views
    • 
    • Lou S.
    • March 1, 2024

20. Top Heavy Minimum Contribution

    By Guest kgsingletary, September 27, 2002
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • September 28, 2002

21. Top Heavy Minimum Contribution

    By Guest Frank Jackson, June 12, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 13, 2000

22. Top Heavy minimum contribution for aggregated plans with different plan years.

    By jquazza, January 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • January 9, 2004

23. Top Heavy Minimum Contributions

    By Guest sritts, September 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2004

24. Top Heavy Minimum covered by Matching Contributions

    By dmb, April 3, 2006
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 4, 2006

25. Top Heavy Minimum Deadline

    By Dougsbpc, March 3, 2005
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • March 6, 2005

26. Top Heavy Minimum Due - and Earnings?

    By PMC, June 16, 2009
    • 2 replies
    • 1.4k views
    • 
    • PMC
    • June 16, 2009

27. Top Heavy minimum for mid year entrants in a Safe Harbor 401(k).

    By R. Butler, February 21, 2001
    • 5 replies
    • 3k views
    • 
    • AndyH
    • February 23, 2001

28. Top Heavy minimum for Participant moved to excluded class...

    By jkharvey, October 11, 2013
    • 11 replies
    • 4.6k views
    • 
    • Kevin C
    • November 4, 2013

29. Top heavy minimum for partnership

    By rlb64, June 30, 2005
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • July 1, 2005

30. Top Heavy Minimum for Safe Harbor Plan

    By Guest Asvedlow, April 22, 2002
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • April 23, 2002

31. Top Heavy Minimum for Terminating Plan

    By Guest RayLovesTrini*, March 19, 2013
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • March 19, 2013

32. Top heavy minimum given to a plan with safe harbor match

    By blue, April 4, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • April 5, 2005

33. Top Heavy minimum in 401(k) plan triggered by SEP IRA contribution?

    By AndrewZ, December 22, 2014
    • 5 replies
    • 2k views
    • 
    • AndrewZ
    • December 23, 2014

34. Top Heavy Minimum in Terminating Plan

    By drakecohen, April 2, 2014
    • 1 reply
    • 948 views
    • 
    • PensionPro
    • April 2, 2014

35. Top Heavy Minimum When Key Defers less than 3%

    By lcollins300, March 1, 2018
    • 4 replies
    • 789 views
    • 
    • Kac1214
    • March 5, 2018

36. Top Heavy minimum when plan has dual eligibility

    By AdKu, May 26, 2020
    • 12 replies
    • 3.3k views
    • 
    • C. B. Zeller
    • May 29, 2020

37. TOP Heavy minimum with dual eligibility requirements

    By Guest esi-jht, February 1, 2006
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • February 1, 2006

38. Top heavy minimum with frozen DB + 401(k)

    By Guest Judy S, June 2, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 2, 2003

39. Top Heavy Minimum/401(m) Matching

    By Guest datalife, April 23, 1999
    • 6 replies
    • 2.2k views
    • 
    • John A
    • September 23, 1999

40. Top Heavy Minimums

    By Guest sbavely, April 20, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 20, 1999

41. Top Heavy Minimums

    By jala, July 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • jquazza
    • July 14, 2004

42. Top Heavy Minimums - DC Plan

    By PJ2009, March 17, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 18, 2009

43. Top Heavy Minimums in Safe Harbor Match Plan with a DB

    By drakecohen, January 30, 2014   

    • defined
    • benefit
    • (and 5 more)

      Tagged with:

      • defined
      • benefit
      • top
      • heavy
      • safe
      • harbor
      • match
    • 2 replies
    • 1.9k views
    • 
    • K2retire
    • January 31, 2014

44. top heavy on sarsep rollovers

    By MJ Hartman, December 13, 2002
    • 0 replies
    • 1.2k views
    • 
    • MJ Hartman
    • December 13, 2002

45. Top Heavy Paired Plans

    By austin3515, January 3, 2003
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • January 5, 2003

46. Top Heavy percentage

    By Dazednconfused, November 23, 2010
    • 3 replies
    • 1.3k views
    • 
    • Dazednconfused
    • November 23, 2010

47. Top heavy percentage - 60.71% rounds down to 60%, so plan not top-heav

    By Jean, February 17, 1999
    • 15 replies
    • 3.6k views
    • 
    • AndyH
    • July 24, 2002

48. Top Heavy Plan

    By Guest CAP, August 23, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 23, 2001

49. Top Heavy Plan

    By nerd-party-administrator, October 7, 2020
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • October 7, 2020

50. Top Heavy Plan

    By Guest At Peace, March 31, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • April 1, 2003