Deferral Limit Calculator | SIMPLE IRA to Safe Harbor Plan

Elective Contribution Limits: SIMPLE IRA to Safe Harbor Plan

SIMPLE IRA Annual Limit

Annual 401(k) Plan Deferral Limit

SIMPLE IRA Salary Reduction Contributions

Enter the total year-to-termination date salary reduction contributions under the terminated SIMPLE IRA plan.

First Day of the Year (ex: 01/01/2024)?

Ex: 01/01/2024; 01/01/2025, etc.

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April 2024

Su	Mo	Tu	We	Th	Fr	Sa
	1	2	3	4	5	6
7	8	9	10	11	12	13
14	15	16	17	18	19	20
21	22	23	24	25	26	27
28	29	30

SIMPLE IRA Terminated Date (last day of the month; ex: 03/31/2024)

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April 2024

Su	Mo	Tu	We	Th	Fr	Sa
	1	2	3	4	5	6
7	8	9	10	11	12	13
14	15	16	17	18	19	20
21	22	23	24	25	26	27
28	29	30

Safe Harbor Plan Effective Date (first day of the month following SIMPLE IRA termination; ex: 04/01/2024)

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April 2024

Su	Mo	Tu	We	Th	Fr	Sa
	1	2	3	4	5	6
7	8	9	10	11	12	13
14	15	16	17	18	19	20
21	22	23	24	25	26	27
28	29	30

Safe Harbor Plan Year End Date (ex: 12/31/2024)?

If a calendar year plan, enter 12/31 of the first plan year. (ex: 12/31/2024)

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April 2024

Su	Mo	Tu	We	Th	Fr	Sa
	1	2	3	4	5	6
7	8	9	10	11	12	13
14	15	16	17	18	19	20
21	22	23	24	25	26	27
28	29	30

SIMPLE IRA Salary Reduction Contributions

Remaining Deferrals in New Safe Harbor Plan

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