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Maximum ER contribution if no 404 test?


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Being not-for-profits, there's no deduction for the employer contribution, so is there a maximum amount allowed?  I get that most NFPs don't have tons of leftover cash to make excessive plan contributions, but let's say that this year is an anomaly.

 

Example: NFP has $800,000 payroll.  if this were a regular corp, the deduction limit (and therefore the maximum total contribution) would be 25% x $800K = $200K.  Is this the same for a NFP?

 

One of those things that I know I've seen before, but just blanking on it.  Thanks.

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True, but those limits are the lesser of $54,000 or 100% of pay, so an employer contribution of 35% or 40% of pay would not be out of the question. HOWEVER, tax exempt entities must also pay reasonable (total) compensation and report their officers' total pay on their 990s, so a sizable employer contribution on top of significant pay for a NFP executive might draw attention for excessive compensation.

Kenneth M. Prell, CEBS, ERPA

Vice President, BPAS Actuarial & Pension Services

kprell@bpas.com

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