United States
"Money Purchase Plan"

What is a Money Purchase Plan ?

A money purchase plan is a type of defined-contribution retirement plan in which an employer is required to contribute a certain percentage of an employee's salary every year.

HOW the MONEY PURCHASE PLAN WORKs ?

Employers who create plan are required to specify an annual contribution level based on employee salaries. Employee may select how to invest the money based on alternatives plans.

Eligibility of Money Purchase Plan

Any size of firms can offer money purchase plan to their employees. These plans can be provided separately or along with other types of retirement plans.

CHECK REQUIREMENTS

Contribution Limit for Money Purchase Plan

The IRS has set annual limits for all employer and employee contributions to money purchase plans. The limits for 2023 are the lesser of 25% of compensation or $66,000.

distribution RULES OF MONEY PURCHASE PLAN

Employee who has reached full vesting may begin taking distributions at age 59½ without incurring a tax penalty, they have option of take a lump sum or regular payments out. 

Penalties on Money Purchase Plan

In addition to regular taxes, any withdrawals made before to reaching the age of 59½ will incur a 10% early distribution penalty. In addition, RMD apply to money purchase plan.

How to Set up Money Purchase Plan ?

click here to file

To set up a money purchase plan, all that is needed is for the employer to file Form 5500 with the Internal Revenue Service each year.

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