401(k) Plans

19,319 topics in this forum

1. ADP Test and Catchup contributions in off cal year

   By Guest jetfaninmn, January 9, 2006
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • January 9, 2006

2. ADP Test and Comp Limit

   By Dougsbpc, February 8, 2019
   • 3 replies
   • 972 views
   • 
   • Luke Bailey
   • February 11, 2019

3. ADP test and compensation pro rated?

   By Guest Tara Curran, September 5, 2002
   • 1 reply
   • 1.6k views
   • 
   • jaemmons
   • September 5, 2002

4. ADP Test and Hardship amounts

   By cpc0506, August 29, 2016
   • 2 replies
   • 579 views
   • 
   • Tom Poje
   • August 29, 2016

5. ADP test and HCE w/ $0 comp

   By dmb, February 26, 2003
   • 14 replies
   • 3.3k views
   • 
   • Gilmore
   • March 3, 2003

6. ADP Test and Otherwise Excludable

   By msmith, May 7, 2018
   • 2 replies
   • 608 views
   • 
   • msmith
   • May 8, 2018

7. ADP Test and Refunds

   By ratherbereading, January 28, 2021
   • 7 replies
   • 1.6k views
   • 
   • Mike Preston
   • January 28, 2021

8. ADP Test and Statutory Exclusions

   By Guest Richard Scheer, April 7, 2000
   • 1 reply
   • 2.3k views
   • 
   • MWeddell
   • April 10, 2000

9. ADP test and Statutory exclusions

   By rcline46, January 6, 2006
   • 17 replies
   • 10.9k views
   • 
   • C. B. Zeller
   • August 22, 2019

10. adp test and terminated participants

    By Chippy, May 21, 2014
    • 7 replies
    • 4.2k views
    • 
    • Chippy
    • May 28, 2014

11. ADP Test Compensation

    By Buckoosier, April 13, 2015
    • 3 replies
    • 1.1k views
    • 
    • Buckoosier
    • April 14, 2015

12. ADP Test Correction

    By imchipbrown, January 22, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 23, 2004

13. ADP Test Correction & RMD

    By pixiebear, January 29, 2025
    • 1 reply
    • 544 views
    • 
    • C. B. Zeller
    • January 29, 2025

14. ADP test eligible employee was excluded

    By blue, January 18, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 18, 2008

15. ADP test excludable employee

    By EBDI, January 30, 2017
    • 19 replies
    • 2.4k views
    • 
    • My 2 cents
    • February 8, 2017

16. ADP test failed but HCE already has rolled over his account to an IRA

    By Brenda Wren, July 15, 2000
    • 1 reply
    • 4.9k views
    • 
    • MWeddell
    • July 17, 2000

17. ADP test fails, refund, and subsequent deferral limits

    By Belgarath, November 18, 2005
    • 5 replies
    • 2.7k views
    • 
    • Tom Poje
    • November 22, 2005

18. ADP Test Failure

    By Guest Buzzman, July 18, 2008
    • 11 replies
    • 4.2k views
    • 
    • Guest
    • July 23, 2008

19. ADP test failure

    By thepensionmaven, September 15, 2016
    • 5 replies
    • 743 views
    • 
    • ETA Consulting LLC
    • September 19, 2016

20. ADP Test Failure - not enough in 401(k) Account due to Loan

    By Towanda, March 12, 2018
    • 7 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 14, 2018

21. ADP test failure after 3/15/13 deadline

    By doombuggy, March 28, 2013
    • 2 replies
    • 1.7k views
    • 
    • 12AX7
    • March 28, 2013

22. ADP Test Failure Determined after HCE paid out.

    By Guest Factor, September 16, 2005
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • September 17, 2005

23. ADP Test for a KSOP

    By Guest BrianF, February 14, 2002
    • 9 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 18, 2002

24. ADP Test for first plan year

    By Guest Sara H, December 29, 1998
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • December 29, 1998

25. ADP test for first year that NHCEs are in Plan

    By Lynn Campbell, January 29, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 13, 1999

26. ADP test for fiscal year plan: use leftover catchup from previous calendar year?

    By AlbanyConsultant, December 1, 2022
    • 4 replies
    • 944 views
    • 
    • AlbanyConsultant
    • December 2, 2022

27. ADP Test for Prevailing Wage Plan

    By Guest notapensiongeek, August 25, 2008
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • August 25, 2008

28. ADP Test in Control Groups

    By Guest JF, May 26, 2000
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • May 26, 2000

29. ADP Test in Error

    By ConnieStorer, April 12, 2019
    • 2 replies
    • 672 views
    • 
    • ConnieStorer
    • April 12, 2019

30. ADP Test in Plan Termination Year

    By Guest Giovanni, September 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 29, 2004

31. ADP test in the year of acquisition

    By Guest MikeD, August 30, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2005

32. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa, December 20, 2018
    • 5 replies
    • 5.2k views
    • 
    • MQS0413
    • October 30, 2024

33. ADP Test Issue

    By Guest t936, October 14, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 17, 2005

34. ADP Test Lay offs

    By PFranckowiak, February 24, 2010
    • 4 replies
    • 2k views
    • 
    • fiona1
    • March 2, 2010

35. ADP Test Lay offs

    By PFranckowiak, February 24, 2010
    • 0 replies
    • 835 views
    • 
    • PFranckowiak
    • February 24, 2010

36. ADP Test Question - Plan Imposed Limit

    By pholosofizer, October 30, 2014
    • 2 replies
    • 1k views
    • 
    • pholosofizer
    • October 30, 2014

37. ADP test refund going to automatic non-deductible contribution bucket?

    By ldr, September 18, 2020   

    • adp test; non-deductible contributions
    • 17 replies
    • 1.8k views
    • 
    • BG5150
    • September 23, 2020

38. ADP Test Refunds

    By PensionPro, March 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • March 20, 2009

39. adp test with llc owner with negative k-1

    By MR, October 7, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 7, 2003

40. ADP Test with no compensation

    By Guest RCAB, January 22, 2014   

    • adp
    • compensation
    • 1 reply
    • 2k views
    • 
    • Bird
    • January 23, 2014

41. adp test, new plan spin-off

    By Guest carsonv, August 21, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 26, 2003

42. ADP test, prior year, 1st year with NHCE

    By Guest crosseyedtester, December 9, 2004
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • December 9, 2004

43. ADP Test: can switch from prior to current after EOY

    By TPApril, July 16, 2025
    • 2 replies
    • 679 views
    • 
    • Lou S.
    • July 16, 2025

44. ADP test(s) for control group

    By Richard Anderson, June 26, 2001
    • 4 replies
    • 2.9k views
    • 
    • austin3515
    • July 11, 2007

45. ADP Testing

    By imchipbrown, June 19, 2003
    • 3 replies
    • 1.1k views
    • 
    • imchipbrown
    • June 20, 2003

46. ADP Testing

    By Guest cease, June 20, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 20, 2003

47. ADP Testing

    By PFranckowiak, November 18, 2019
    • 4 replies
    • 1.1k views
    • 
    • ugueth
    • November 21, 2019

48. ADP Testing

    By Guest elang, May 2, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • May 4, 2012

49. ADP testing

    By cpc0506, June 5, 2018   

    • excluded employee
    • 1 reply
    • 474 views
    • 
    • Kevin C
    • June 7, 2018

50. ADP Testing

    By Archimage, November 25, 2003
    • 9 replies
    • 1.4k views
    • 
    • Tom Poje
    • November 26, 2003