401(k) Plans

19,319 topics in this forum

1. Top Heavy Status - Profit Sharing Receivables

   By MGOAdmin, October 23, 2014   

   • top heavy
   • profit sharing
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • October 23, 2014

2. Top Heavy Term Plan Question

   By Hoard1, September 26, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 26, 2000

3. TOP HEAVY TERMED PLAN

   By Guest padmin, January 26, 2007
   • 1 reply
   • 1.2k views
   • 
   • himt4
   • January 26, 2007

4. TOP HEAVY TEST

   By Guest DP in CA, March 10, 2006
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • March 11, 2006

5. TOP HEAVY TEST

   By Guest JB2, November 7, 1998
   • 1 reply
   • 2k views
   • 
   • LCARUSI
   • November 9, 1998

6. Top Heavy Test

   By FJR, February 14, 2003
   • 1 reply
   • 1.1k views
   • 
   • jaemmons
   • February 14, 2003

7. Top Heavy test

   By k man, September 9, 2002
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • September 10, 2002

8. Top Heavy Test

   By Guest slugn, June 11, 2009
   • 0 replies
   • 994 views
   • 
   • Guest
   • June 11, 2009

9. Top Heavy Test - Excluded HCE

   By Vlad401k, December 4, 2023
   • 7 replies
   • 1.4k views
   • 
   • Bill Presson
   • December 6, 2023

10. Top Heavy Test - In-Service History after a participant terms

    By CLE401kGuy, May 30, 2014
    • 1 reply
    • 803 views
    • 
    • Lou S.
    • May 30, 2014

11. Top Heavy Test - only key employees in the plan

    By Guest Debbie Jarvis, August 4, 2004
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • August 26, 2004

12. Top heavy test / related employer

    By Guest JB2, February 5, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 18, 2002

13. Top Heavy Test & Forfeitures

    By Guest A. Rostosky, September 5, 2000
    • 5 replies
    • 2.9k views
    • 
    • Richard Anderson
    • September 6, 2000

14. Top Heavy Test & Safe Harbor Plan

    By doombuggy, February 13, 2003
    • 8 replies
    • 3.4k views
    • 
    • Tom Poje
    • February 25, 2003

15. Top Heavy Test and 3% Safe Harbor Plan

    By sloble@crowleyfleck.com, July 7, 2004
    • 9 replies
    • 2.4k views
    • 
    • sloble@crowleyfleck.com
    • July 13, 2004

16. Top Heavy Test and leased employees

    By emmetttrudy, April 26, 2011
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 26, 2011

17. Top Heavy test For a Terminating Plan

    By ratherbereading, June 15, 2017   

    • top heavy; plan termination
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 15, 2017

18. Top heavy test for small company

    By Guest fender5150, June 11, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 11, 2008

19. Top Heavy Test on Aggregated Plans

    By Guest chant44, March 26, 2001
    • 4 replies
    • 2k views
    • 
    • Bob R
    • March 27, 2001

20. Top Heavy Test Question

    By Guest richez, October 29, 2003
    • 5 replies
    • 1.7k views
    • 
    • stephen
    • October 31, 2003

21. Top Heavy Test, Key in current plan year, but not last year.

    By Jean, April 10, 2001
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • April 12, 2001

22. Top Heavy Test; Fiscal yr amending to calendar year

    By Jean, February 17, 2000
    • 0 replies
    • 1.6k views
    • 
    • Jean
    • February 17, 2000

23. top heavy test: include PS rec'ble?

    By doombuggy, April 10, 2015   

    • top heavy test
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 13, 2015

24. Top Heavy Testing

    By Tom, March 17, 2023
    • 1 reply
    • 412 views
    • 
    • Nate S
    • March 20, 2023

25. Top Heavy Testing

    By helloobb, November 13, 2015
    • 4 replies
    • 2k views
    • 
    • chc93
    • February 25, 2016

26. Top Heavy Testing - Do you include accrued 401(k) deferrals?

    By Guest dyoder, February 10, 2005
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 10, 2005

27. Top Heavy testing for a safe harbor 401-k

    By KevinMc, October 16, 2018
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • October 16, 2018

28. top heavy testing on a first year plan

    By Guest Susan M., May 3, 2013
    • 2 replies
    • 2.5k views
    • 
    • Tom Poje
    • May 6, 2013

29. Top Heavy Testing Questions

    By Guest KD40, September 18, 2002
    • 8 replies
    • 1.6k views
    • 
    • kocak
    • September 19, 2002

30. Top Heavy Testing with Control Groups

    By Bruddah Kimo, October 22, 2008
    • 2 replies
    • 2.5k views
    • 
    • Bruddah Kimo
    • October 22, 2008

31. Top Heavy to HCE - can it be taken out?

    By TPApril, June 12, 2022
    • 4 replies
    • 646 views
    • 
    • Lou S.
    • June 13, 2022

32. top heavy to keys

    By cdavis25, April 2, 2014
    • 27 replies
    • 3.9k views
    • 
    • cdavis25
    • April 14, 2014

33. Top Heavy under EGTRRA

    By Guest bogart126, March 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 7, 2002

34. Top heavy under EGTRRA rules

    By Guest Mike Kimball, June 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • June 19, 2002

35. Top Heavy Unrelated Rollover

    By Dennis Povloski, January 12, 2012
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 12, 2012

36. Top Heavy Vesting

    By Guest bernard comey, July 13, 2001
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • July 13, 2001

37. Top heavy vesting

    By Guest Toni Jo, August 22, 2003
    • 4 replies
    • 1.4k views
    • 
    • R. Butler
    • August 23, 2003

38. Top Heavy Vesting

    By New2EB, October 29, 2015
    • 14 replies
    • 3.8k views
    • 
    • Belgarath
    • November 10, 2015

39. top heavy when amending out of safe harbor

    By Kimberly S, March 10, 2008
    • 1 reply
    • 996 views
    • 
    • Tom Poje
    • March 10, 2008

40. Top Heavy with dual eligibility for deferral and safe harbor

    By Lou81, May 19, 2021   

    • top heavy
    • safe habor
    • 2 replies
    • 754 views
    • 
    • Lou81
    • May 20, 2021

41. top heavy with ee deferral

    By Guest pensiondoc, December 10, 1998
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • December 10, 1998

42. Top Heavy, HCE distributions

    By Guest LTurner, February 20, 2003
    • 10 replies
    • 2k views
    • 
    • Gilmore
    • February 21, 2003

43. Top Heavy; Safe Harbor excludes HCEs

    By Tom, August 17, 2018
    • 4 replies
    • 2.6k views
    • 
    • justanotheradmin
    • August 20, 2018

44. Top Heavy!

    By Jilliandiz, January 31, 2005
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 1, 2005

45. Top Heavy?

    By Guest TrustMe401k, February 21, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 6, 2002

46. Top Heavy/Key/Deferral question

    By Cathy from Chicago, March 9, 2011
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 19, 2012

47. Top Heavy/Safe Harbor

    By Stash026, June 3, 2020
    • 1 reply
    • 498 views
    • 
    • Mike Preston
    • June 4, 2020

48. Top Heavy/Safe Harbor match/Profit Sharing

    By Guest Diane DuFresne, March 7, 2012
    • 4 replies
    • 2.5k views
    • 
    • ETA Consulting LLC
    • March 7, 2012

49. Top heavy/Safe harbor plan

    By Chippy, June 10, 2016
    • 1 reply
    • 851 views
    • 
    • Jim Chad
    • June 10, 2016

50. Top Heavy/Voluntary Contributions

    By Guest John Comelately, December 21, 2006
    • 2 replies
    • 1.3k views
    • 
    • Bruce1
    • March 7, 2025