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Retirement Planning
Chapter 5: Profit-Sharing Plans/PROFIT-SHARING PLANS:
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 5: Profit-Sharing Plans

PROFIT-SHARING PLANS:

01.Core Concepts

CONTRIBUTIONS AND DEDUCTIONS • Contributions must be made by the due date of the business’s income tax return • Contributions are discretionary but must be “substantial and recurring” • No requirement of company profit for contribution • Limited to 25% of total employer covered compensation • Limited to the lesser of 100% of compensation, or $70,000 for 2025 per employee per year • Limit applies to each employee’s account and represents the amounts that can be added from all sources: ER, EE, and forfeitures.