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@patim22 Are you sure on ESOP? According to IRS it is a 401(a) qualified defined contribution plan.

I’m in the fortunate position to potentially max the 415(c) limit for the first time in 2024, which is $69,000 (under 50). I want to ensure that I don’t go over $69k. Math: 401k ($23,000), 401k employer match ($7,000), Employee Stock Ownership Plan (ESOP) ($20,000), Bonus company defers on my...