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Annual Addition Limit

Last Updated January 27, 2011

Definition

The annual Addition limit is the maximum amount that may be added to a defined contribution plan on behalf of a participant for any plan year. The maximum amount is the lesser of the following: (a). 100% of the participants compensation for the year or  ( b). The dollar limit that is in effect for the year

The dollar limits for are as follows:

Year

2008

2007

2006

2005

2004

2003

2002

Limit

$46,000

45,000

44,000

42,000

41,000

40,000

40,000

               
 

2009

 2010  2011        
 

$49,000

 $49,000  $49,000        

 

 

Referring Cite

IRC § 415(b)(1)(A) and IRC § 415(c)(1)(A), Treas Reg §1.415(c)-1

 

Additional Helpful Information

  • The term annual additions generally means the sum for any year of employer contributions, employee contributions, and forfeitures.
  • For plans that include salary deferral features, individuals who are at least age 50 by the end of the year may make catch-up contributions in addition to the annual addition limit, if catch-up contributions are permitted under the plan.