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Found 3 results

  1. NW529
    A participant is catch-up eligible and 415 compensation is $16,500. The participant deferred $8,750 and received a match of $8,750. Does the 415 test pass because $1,000 is re-characterized as catch-up?
  2. Renier
    The employee contribution limits for SIMPLE IRA and SIMPLE 401k is currently - $13,000 for Employee Contributions and an additional $3,000 for employees over 50 years of age. Does anybody know whether this limit applies individually to Simple IRA and Simple 401k or combined. Example is if the employee is over 50 and contributes to both Simple Ira and Simple 401k in the same year. Is the overall limit still $16,000?
  3. tjw572
    I have a sole prop plan with a small earned income amount. There are no other employees in the plan. Owner is over 50 and catch-up eligible Net earned income after Sec. 164(f) deduction is $23,589.75. 25% PS contribution is $4,717.95. Plan comp is now $18,871.80. What is he eligible to defer? My thoughts are that it would be $18,871.80, but our testing software is coming up with 402(g) and 415 limit excess amounts with these amounts. What am I missing? Sorry if this obvious. My brain doesn't seem to be working today.
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