Aaron Juckett President CPA, CPC, QPA, QKA ESOP Partners LLC Phone: 920-659-6000 Toll Free: 800-837-3112 Direct: 920-659-6002 Fax: 866-337-1095 AJuckett@ESOPPartners.comESOPPartners.com OneStopESOPBlog.com
The 113th Congress
The 112th Congress
The 111th Congress
401(k) Deferral Limit - $18,000
Annual Additions Limit - $53,000
Maximum Compensation Limit - $265,000
Catch-Up Contribution Limit - $6,000
Highly Compensated Employee - $120,000
ESOP 5-Year Distribution Threshold - $1,070,000
ESOP Additional Year Threshold - $210,000
2015 Pension Plan Limits
2014 Pension Plan Limits
1989 - 2013 Plan Limits
The IRS Form 5500 and all required schedules and attachments must be filed by the last day of the 7th calendar month after the end of the plan or GIA year (not to exceed 12 months in length). The IRS provides different ways to file for an extension.
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