401(k) Plans

19,275 topics in this forum

1. 2003 employer contrib receivables not paid in 2004.... just caught situation

   By Guest LTurner, March 8, 2005
   • 3 replies
   • 1.4k views
   • 
   • mschwechter
   • March 10, 2005

2. 2004 Annual Addition

   By Lame Duck, January 16, 2004
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • January 16, 2004

3. 2004 Limits

   By Jilliandiz, July 16, 2003
   • 5 replies
   • 1.7k views
   • 
   • Tom Poje
   • July 16, 2003

4. 2004 Payroll Error

   By Guest ActuaryWannabe, January 5, 2005
   • 13 replies
   • 2.7k views
   • 
   • Guest
   • January 6, 2005

5. 2004 Section 401(a)17 Limit Compensation Limit is..?

   By Guest tgraham, August 24, 2004
   • 2 replies
   • 1.3k views
   • 
   • Tom Poje
   • August 25, 2004

6. 2005 401(k) Plan in 2006

   By Guest jetfaninmn, January 24, 2006
   • 8 replies
   • 1.5k views
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   • Guest
   • January 25, 2006

7. 2005 401k reimbursed to employee that was not eligible

   By Guest akv, November 20, 2006
   • 0 replies
   • 1k views
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   • Guest
   • November 20, 2006

8. 2005 Contributions Not Paid

   By Guest Ted Kowalchuk, CFP, CFS,, November 1, 2006
   • 1 reply
   • 1.3k views
   • 
   • Stevo-PDX
   • November 3, 2006

9. 2005 Employer Contribution not yet allocated

   By PMC, February 21, 2007
   • 3 replies
   • 1.2k views
   • 
   • PMC
   • February 22, 2007

10. 2005 Limits

    By Brian Gallagher, October 20, 2004
    • 4 replies
    • 1.4k views
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    • david rigby
    • October 20, 2004

11. 2005 Limits Brochure

    By Guest mmc, December 2, 2004
    • 2 replies
    • 1.4k views
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    • Guest
    • December 26, 2004

12. 2005 max contribution for sole prop

    By Santo Gold, January 10, 2006
    • 2 replies
    • 1.7k views
    • 
    • saabraa
    • January 10, 2006

13. 2005 New Key Employee

    By Guest darrensoup, November 14, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 14, 2005

14. 2005 Safe Harbor Contribution not made

    By Guest Twinky, March 20, 2007
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 21, 2007

15. 2006 1099R

    By blue, September 25, 2006
    • 3 replies
    • 2.8k views
    • 
    • Leopurrd
    • September 26, 2006

16. 2006 Limits

    By Jilliandiz, January 10, 2006
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 10, 2006

17. 2006 Safe harbor plan with restrictions on match contribution

    By blue, February 22, 2006
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 23, 2006

18. 2007 COLA Amounts?

    By rocknrolls2, September 26, 2006
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • September 25, 2007

19. 2007 Cost of Living Increases

    By Guest Powers, August 22, 2006
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • August 23, 2006

20. 2007 limit

    By doombuggy, August 27, 2007
    • 3 replies
    • 1.1k views
    • 
    • doombuggy
    • August 28, 2007

21. 2007 refund deadline

    By Guest tmills, January 9, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • January 9, 2008

22. 2008 1099-R never issued; now what?

    By Guest jusducki, April 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • April 15, 2009

23. 2008 1099R to Correct 2006 1099R

    By Guest CTB, January 15, 2009
    • 1 reply
    • 975 views
    • 
    • Guest
    • January 16, 2009

24. 2008 402(g) Refund

    By Alex Daisy, May 1, 2009
    • 0 replies
    • 1.1k views
    • 
    • Alex Daisy
    • May 1, 2009

25. 2008 ADP TEST

    By Guest Big Al, January 5, 2009
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 2009

26. 2008 ADP Test

    By Earl, January 13, 2008
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 14, 2008

27. 2008 corrective Distributions

    By Guest Butterfly, January 26, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 2, 2009

28. 2008 EOB

    By austin3515, March 27, 2008
    • 16 replies
    • 2k views
    • 
    • Guest
    • March 31, 2008

29. 2008 Payroll Date Cont paid in 2009.

    By Alex Daisy, September 1, 2009
    • 1 reply
    • 910 views
    • 
    • david rigby
    • September 1, 2009

30. 2009 3% Non-Elective Safe Harbor Contribution

    By Guest Mannix, November 18, 2009
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • November 24, 2009

31. 2009 Required Minimum Distribution taken in 2010

    By AKconsult, October 29, 2009
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • November 5, 2009

32. 2009 RMD Waiver - Sample Language

    By Gadgetfreak, September 30, 2009
    • 0 replies
    • 1.3k views
    • 
    • Gadgetfreak
    • September 30, 2009

33. 2009 RMD's

    By ACox, November 18, 2009
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • November 8, 2010

34. 2009 RMD's and Union Plans

    By austin3515, December 4, 2009
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • December 4, 2009

35. 2009 RMDs

    By Guest ENT, December 16, 2011
    • 4 replies
    • 913 views
    • 
    • Bird
    • December 16, 2011

36. 2009 Waived MRDs

    By DTH, January 16, 2009
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • January 16, 2009

37. 2010 1099-R

    By austin3515, May 4, 2011
    • 2 replies
    • 884 views
    • 
    • 12AX7
    • May 4, 2011

38. 2010 Excess Withholding Error discovered now in 2011

    By SFSD, January 13, 2011
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • January 14, 2011

39. 2010 Form 5500-Sungard

    By Guest 4kadmin, June 10, 2011
    • 1 reply
    • 959 views
    • 
    • 12AX7
    • June 10, 2011

40. 2011 Contribution was forgotten

    By Jim Chad, August 12, 2013
    • 4 replies
    • 1k views
    • 
    • BG5150
    • August 13, 2013

41. 2012 COLA

    By Fisher, September 20, 2011
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 20, 2011

42. 2013 PS after Partnership Return Filed

    By austin3515, October 3, 2014
    • 1 reply
    • 708 views
    • 
    • Bird
    • October 3, 2014

43. 2014 COLA Limits and Safe Harbor Notice

    By buckaroo, October 22, 2013
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 23, 2013

44. 2015 plan limits

    By pmacduff, October 6, 2014
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • October 15, 2014

45. 2016 Safe Harbor Contribution missed

    By Mr401k, October 30, 2019
    • 1 reply
    • 406 views
    • 
    • JRD
    • November 1, 2019

46. 2017 limits

    By pmacduff, October 17, 2016
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • October 17, 2016

47. 2018 First Plan Year - Is Top Heavy

    By MarZDoates, March 11, 2019
    • 4 replies
    • 1.5k views
    • 
    • Lou S.
    • March 12, 2019

48. 2019 ADP testing deadline

    By 30Rock, March 20, 2020
    • 9 replies
    • 1k views
    • 
    • Peter Gulia
    • March 24, 2020

49. 2019 missed deferral - failure to implement

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

50. 2019 PS - now want to fund but already filed tax return

    By doombuggy, May 18, 2020
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • May 21, 2020