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Posted

Have a 401(k) Plan with a PYE 10/31 (which of course means the Plan Year began on 11/1/11. What is the maximum compensation level that can be used to calculate the a potential Profit Sharing amount. $245k or $250K? Thanks.

Posted

Compensation limits are based on the the calendar year the first day of your plan year falls. In this case it was 11/1/2011 so you use the 2011 compensation limit to compute contributions for pye 10/31/2012.

That first day rule is true for just about every limit with the very notable exception of the 415 limit. That is based on the last day. So you would use the 2012 415 limit for the pye 10/31/2012 calcs.

Posted

After re-reading your post... so does that mean the max comp level in this case is $245k but the max contributions allowed is $50k?

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