401(k) Plans

19,320 topics in this forum

1. CALCULATING 5330 EXCISE TAX

   By Guest arlene, April 1, 2004
   • 4 replies
   • 2.2k views
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   • Archimage
   • April 1, 2004

2. Calculating earned income for a sole proprietor

   By Guest RICHEZ, July 22, 1999
   • 0 replies
   • 1.5k views
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   • Guest
   • July 22, 1999

3. Calculating earnings

   By ratherbereading, January 26, 2016   

   • distribution error
   • earnings calculation
   • 1 reply
   • 642 views
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   • ESOP Guy
   • January 26, 2016

4. Calculating earnings and late deposit

   By 30Rock, October 3, 2014
   • 1 reply
   • 856 views
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   • BG5150
   • October 3, 2014

5. Calculating earnings on ADP refunds

   By Guest cohenron, February 29, 2004
   • 4 replies
   • 4.6k views
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   • Harwood
   • March 1, 2004

6. Calculating Employer Match

   By DP, June 26, 2003
   • 9 replies
   • 1.8k views
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   • WDIK
   • June 27, 2003

7. Calculating Excise Tax & gains on late remittances.

   By MBCarey, October 3, 2002
   • 4 replies
   • 2k views
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   • MWeddell
   • October 5, 2002

8. Calculating excise tax on late remittance of deferrals

   By Sully, November 20, 2002
   • 2 replies
   • 2.1k views
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   • MWeddell
   • November 21, 2002

9. Calculating Gains on Excess Deferrals for failed ADP

   By MBCarey, February 16, 2005
   • 3 replies
   • 3.3k views
   • 
   • MBCarey
   • February 16, 2005

10. Calculating Gross Compensation from W-2 Involving RI-SDI

    By Silver, February 1, 2018   

    • sdi
    • tdi ri-sdi
    • (and 1 more)

      Tagged with:

      • sdi
      • tdi ri-sdi
      • gross compensation
    • 7 replies
    • 2.2k views
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    • CuseFan
    • February 1, 2018

11. Calculating K-1 earnings for 401(k) plan purposes

    By kwalified, September 10, 2012
    • 0 replies
    • 801 views
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    • kwalified
    • September 10, 2012

12. Calculating Match for Related Employers

    By Laura23, July 9, 2022
    • 5 replies
    • 741 views
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    • Bri
    • July 12, 2022

13. Calculating Matching on Catchups Each Payroll

    By Guest stormfrog2000, January 23, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • February 6, 2006

14. Calculating Maximum Deductible for Partnership

    By Guest retirementadm, January 22, 2009
    • 1 reply
    • 1.3k views
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    • SheilaD
    • January 22, 2009

15. calculating net income for APP test

    By Alex Daisy, March 4, 2011
    • 1 reply
    • 1.3k views
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    • PensionPro
    • March 7, 2011

16. Calculating non-elective 3% safe harbor contribution for first short plan year

    By mariemonroe, May 23, 2005
    • 3 replies
    • 3k views
    • 
    • Guest
    • May 24, 2005

17. Calculating Orphaned Match?!?!?!

    By Guest gkaley, November 28, 2001
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • November 28, 2001

18. Calculating Partnership Maximum Contributions

    By Guest Thornton, October 27, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 22, 1998

19. Calculating self employed or partnership income

    By dmb, February 23, 2005
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • September 7, 2005

20. Calculation of "hours of service" when employees are not paid by the hour.

    By Guest Diane DuFresne, October 22, 2003
    • 5 replies
    • 4.7k views
    • 
    • Guest
    • October 25, 2003

21. Calculation of an ADR

    By Guest Grumpy456, March 8, 2007
    • 5 replies
    • 2.1k views
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    • Guest
    • March 12, 2007

22. Calculation of Catch-up Match

    By Gruegen, January 16, 2003
    • 4 replies
    • 1.8k views
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    • Tom Poje
    • January 17, 2003

23. Calculation of income on excess contributions resulting from failed ADP test

    By Guest ChopperPilot, March 4, 2005
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • March 5, 2005

24. calculation of lost earnings

    By Guest semitek, October 10, 2006
    • 7 replies
    • 10.8k views
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    • austin3515
    • October 13, 2006

25. Calculation of offset for loans on full payout

    By Guest Colorado, December 24, 2003
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 23, 2004

26. Calculaton of Outstanding Loan Balance

    By Guest jcj, March 12, 2004
    • 5 replies
    • 4.6k views
    • 
    • Guest
    • March 15, 2004

27. Calendar Year §401(k) plans

    By Guest cjk, November 16, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 2001

28. Calendar Year Election

    By Guest Pension Girl, March 16, 2010
    • 1 reply
    • 1.5k views
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    • Tom Poje
    • March 16, 2010

29. Calendar Year Election

    By k man, February 27, 2002
    • 2 replies
    • 2.4k views
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    • MWeddell
    • March 1, 2002

30. calendar year match true up, off calendar year plan

    By TommyGunn13, October 17, 2019
    • 0 replies
    • 453 views
    • 
    • TommyGunn13
    • October 17, 2019

31. Calendar year plan terminating as of 9/30/2003; has a last-day-of-the-plan-year employment requirement for allocations; top-heavy minimum contribution required?

    By Guest StoneWalk, September 25, 2003
    • 9 replies
    • 1.6k views
    • 
    • 401 Chaos
    • September 30, 2003

32. Calendar year plan with fiscal year PS allocation

    By Guest justatester2, April 4, 2012
    • 0 replies
    • 837 views
    • 
    • Guest
    • April 4, 2012

33. California 402(g) Limit

    By Guest susan w, February 19, 2002
    • 4 replies
    • 1.6k views
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    • MGB
    • February 19, 2002

34. California Brown law; what is it?

    By alexa, November 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • November 19, 2001

35. California Final Wages

    By longjongbongkingkong, September 11, 2023
    • 5 replies
    • 6.5k views
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    • ratherbereading
    • September 12, 2023

36. Can "true-up" matching contributions be made on a payroll pe

    By EGB, May 23, 2000
    • 14 replies
    • 6.1k views
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    • R. Butler
    • May 11, 2001

37. can 1099 employee treated as employee of a company and contribute salary deferral into the 401(k) Plan

    By AdKu, September 11, 2017   

    • 1099 employee treatment for deferral
    • 9 replies
    • 11k views
    • 
    • ESOP Guy
    • October 17, 2018

38. can 1099 income contribution be added to S-corp plan?

    By mkaufman, December 22, 2021
    • 5 replies
    • 1k views
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    • mkaufman
    • December 24, 2021

39. Can 401(k) be rolled over to Roth IRA directly?

    By Maria Ku, December 17, 2018
    • 1 reply
    • 448 views
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    • Lou S.
    • December 17, 2018

40. Can 501(c)3 offer a 403(b) and a 401(k)?

    By Guest jusducki, January 11, 2007
    • 2 replies
    • 2.8k views
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    • A Shot in the Dark
    • January 11, 2007

41. Can 73 year old make elective deferrals?

    By david rigby, December 17, 1999
    • 5 replies
    • 1.6k views
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    • Dowist
    • December 28, 1999

42. Can a 12 years old employee be a participant & make deferrals?

    By Guest Tammy2006, January 31, 2006
    • 2 replies
    • 1.7k views
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    • GBurns
    • February 1, 2006

43. Can a 401-K participant also contribute to a traditional or Roth IRA i

    By Guest Carl C, February 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 8, 2001

44. Can a 401(k) account be segregated into 2 IRA accounts for the purposes of segregating the pre-tax and after-tax dollars?

    By Guest need help, September 29, 2004
    • 14 replies
    • 2.8k views
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    • jevd
    • September 30, 2004

45. Can a 401(k) feature be added b/4 year end?

    By Guest Dash02, December 28, 2006
    • 4 replies
    • 1.5k views
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    • Bird
    • December 28, 2006

46. Can a 401(k) participant buy securities on margin within his or her se

    By AndyT, June 9, 2000
    • 6 replies
    • 1.8k views
    • 
    • Jon Chambers
    • June 16, 2000

47. Can a 401(k) plan accept a rollover from the federal government's Thr

    By Guest wallacea, September 28, 2000
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • October 3, 2000

48. Can a 401(k) plan and deferral election forms have retroactive effecti

    By Guest Bud, December 5, 2000
    • 3 replies
    • 3.3k views
    • 
    • KJohnson
    • December 6, 2000

49. Can a 401(k) plan be amended to change the requirements for hardship w

    By Guest Tara Curran, March 30, 2000
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • April 1, 2000

50. can a 401k distribution be rolled over to an account in England?

    By Guest TeriWB, June 13, 2005
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • June 16, 2005