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Contribution Limits

Annual Dollar Thresholds for Qualified Plans

The table below outlines the current IRS contribution limits that apply to qualified retirement plans.

Please note: This information is provided for general reference and should not be considered a substitute for personalized tax advice. We strongly recommend consulting with a qualified tax advisor before making any contribution decisions.

Description

IRA Contribution Limit

IRA Catch Up (50+ Years Old)

401(K) Deferral

Catch Up (50+ Years Old)

Catch Up (60-63 Years Old)

Section 415 Limit

Defined Benefit Limit

Compensation Limit

SIMPLE Maximum Contributions

SIMPLE Catch Up Contributions

HCE Comp Limit

Key Employee Officer

Max Social Security Taxable Earnings

2024

$7,000

$1,000

$23,000

$7,500

——

$69,000

$275,000

$345,000

$16,000

$3,500

$155,000

$220,000

$168,600

2025

$7,000

$1,000

$23,500

$7,500

$11,250

$70,000

$280,000

$350,000

$16,500

$3,500

$160,000

$230,000

$176,100