|
Note: |
These functions are available only with the full version of EAC Tools. if you are using the EAC Tools Basic Version, these functions will return a “#NotAvail!” error. |
Excel Functions
|
Function
Name |
Category |
Description |
|
DC |
Projected DC account balance,
considering compensation limits, deferral limits, and catch-up contributions |
|
|
IRS, DC |
401(a)(17) & 404(l) Compensation Cap |
|
|
IRS, DC |
415(c)(1)(A) DC Maximum Annual Addition |
|
|
IRS, DC |
219(b)(5)(A) IRA Contribution Limit |
|
|
IRS, DC |
1.401(a)(9)-6 Non-spouse JS Percentage Limit |
|
|
IRS, DC |
IRS Publication 575, Expected Number of Payments |
|
|
Deferral Limits |
||
|
IRS, DC |
402(g)(1) Elective Deferral Limit |
|
|
IRS, DC |
403(b) Elective Deferral Limit |
|
|
IRS, DC |
457(e)(15) Elective Deferral Limit |
|
|
IRS, DC |
408(p)(2)(E) SIMPLE Elective Deferral Limit |
|
|
Catch Up Contribution Limits |
||
|
IRS, DC |
414(v)(2)(B)(i) Catch-up Contribution |
|
|
IRS, DC |
414(v)(2)(B)(ii) SIMPLE Plan Catch-up Contribution |
|
|
IRS, DC |
219(b)(5)(B) IRA Catch-up Contribution Limit |
|
Related Topics
Excel Functions in EAC Tools
Complete list of functions
Single life functions
Joint life functions
Actuarial equivalence functions
Age, date, more functions
AcctBal
Commutation functions
Interest rate functions
Life expectancy and survival functions
Life insurance functions
More PV functions
Period certain annuity functions
Regulatory limits and other functions