ralcrna
New Member

Am I "covered" by employer plan?

Terminated my employment on the last day of last pay period of 2017 but stayed in a "casual" status.  They needed some help the last week of the year so I obliged.  That was paid in the first pay period in 2018.  I did not contribute to anything into the 401K but the employer contributed $17.60 in matching funds. I did not work further in 2018.  I later terminated my casual status.  At that point I receive a disbursement for the matching funds and later I received a disbursement for "safe harbor" (profit sharing) funds that I assume were for the year 2017, all of which zeroed the 401K.  When I received my W-2 the "pension plan" box was checked.  I assume that the $17.60 pretty much makes me covered but I would like to hear if anyone has other opinions.  Thanks.