AnyFunction

AnyFunction is a multi-purpose function that returns the result of one of the many regulatory functions that are available.

Syntax

AnyFunction (WhatLimit, WhatToGet, [DeterminationYear], [LawYear], [Inflation])

Parameter Name

Description

WhatLimit

The name of the function that is to be returned.
If you paste this function in to a worksheet using the “Insert Function” macro, then you can pick from a drop down list.
The Function Name must be a “text string” enclosed in quotation marks:

Function Name	Descriptor
Catchup	414(v)(2)(B)(i) Catch-up Contribution
CatchupSIMPLE	414(v)(2)(B)(ii) SIMPLE Plan Catch-up Contribution
CompLimit	401(a)(17) & 404(l) Compensation Cap
Controli	1.61-21(f)(5)(i) Control Employee – Officer
Controliii	1.61-21(f)(5)(iii) Control Employee – Other
CPIU	CPI-U All Urban Consumers
CPIU3Q	Sum of 3rd quarter CPI-U (July + August + September)
CPIW	CPI-W Urban Wage Earners and Clerical Workers
DB415Limit	415(b)(1)(A) DB Maximum Annuity
DC415Limit	415(c)(1)(A) DC Maximum Annual Addition
DeferralLimit	402(g)(1) Elective Deferral Limit
DeferralLimit403	403(b) Elective Deferral Limit
DeferralLimit457	457(e)(15) Elective Deferral Limit
DeferralLimitSIMPLE	408(p)(2)(E) SIMPLE Elective Deferral Limit
ESOPLimitA	409(o)(1)(C) ESOP Payouts, 5-Year Limit
ESOPLimitB	409(o)(1)(C) ESOP Payouts, Additional 1-Year Limit
HCEAmount	414(q)(1)(B) HCE Definition
IRACatchup	219(b)(5)(B) IRA Catch-up Contribution Limit
IRALimit	219(b)(5)(A) IRA Contribution Limit
IRSCOLA	IRS cost-of-living adjustment
KeyAmount	416(i)(1)(A)(i) Key Employee Compensation Dollar Amount
MedTaxRate	Medicare tax rate (HI) for employees
MedTaxRateER	Medicare tax rate (HI) for employers
MedTaxRateSE	Medicare tax rate (HI) for self-employed workers
NAE	National average wage index
PBGCPremium	PBGC single-employer flat rate premium amount
PBGCPremiumCap	PBGC single-employer variable rate premium cap
PBGCPremiumME	PBGC multiemployer flat rate premium amount
PBGCPremiumVar	PBGC single-employer variable rate premium amount
SEPMin	408(k)(2)(C) SEP Minimum Compensation
SSBend1	Social Security bend point 1 in PIA formula
SSBend2	Social Security bend point 2 in PIA formula
SSBendFam1	Social Security bend point 1 in Maximum Family Benefit formula
SSBendFam2	Social Security bend point 2 in Maximum Family Benefit formula
SSBendFam3	Social Security bend point 3 in Maximum Family Benefit formula
SSCOLA	Social Security cost-of-living adjustment
SSCovDomesticEe	Social Security coverage threshold for domestic employees
SSCovElectionWrk	Social Security coverage threshold for election workers
SSExemptHigh	Higher exempt amount under the earnings test
SSExemptLow	Lower exempt amount under the earnings test
SSMax	Social Security maximum benefit
SSQC	Wages needed for a quarter of coverage
SSSGABlind	Substantial gainful activity amount – blind
SSSGANonBlind	Substantial gainful activity amount - nonblind
SSTaxRate	Social Security tax rate (OASDI) for employees
SSTaxRateEr	Social Security tax rate (OASDI) for employers
SSTaxRateSE	Social Security tax rate (OASDI) for self-employed workers
WageBase	Social Security contribution and benefit base
WageBaseMed	Medicare Hospital Insurance taxable wage base
WageBaseOld	Social Security “old-law” contribution and benefit base
WBTableYear	Most recent year in the Social Security wage base table

WhatToGet

The type of value that is to be returned, based on the following table:

Option	Value to be Returned
“value”	The actual amount for the year.
“unrounded value”	The unrounded amount for the year.
“next increment”	The value for the following year that will occur if the rounding “increment” is triggered.
“% needed”	The year-over-year CPI ratio (annual inflation) needed in order to trigger next rounding “increment”.
“rounding increment”	For cost of living adjustments: if the unrounded indexed value is not a multiple of the “increment”, then the value is rounded to the next lower multiple of the “increment”.
“IRC”	The Code section of this function.
“code reference”	The Code section and a descriptor of this function.
“descriptor”	A descriptor of this function.
“base year”	For cost of living adjustments: the year of the “base value”.
“base value”	For cost of living adjustments: the value for the “base year” that is to be indexed.
“base CPIU”	For cost of living adjustments: the sum of the CPIs for applicable three months in the base year. This is the denominator in the indexing CPI ratio.

DeterminationYear

A 4 digit number. If the DeterminationYear is after the LawYear, this is a projected calculation based on the Inflation assumption.

Optional; not used if WhatToGet is not related to a specific year.

LawYear

A 4 digit number.

Optional; default = DeterminationYear

Inflation

The assumed rate of inflation: the IRS Cost-of-Living Adjustment for future years, as measured by the year‑over‑year increase in CPI-U.

This is used only for a projected calculation.

Optional: default = 0%