Advocate Health Care
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401(k) Plan - Tax Information

All plan contributions are subject to limits imposed by the Internal Revenue Code and plan rules. These include, but aren't limited to, IRC 402(g) limit, IRC 415(c) limit, top heavy limits, and required annual plan testing limits. Plan refunds may be necessary if contributions fail IRS testing or plan limits.

Payments from the plan are subject to Federal tax rules in effect at the time of any payment from the plan, including but not limited to final distributions, loans, and hardship and 59-1/2 withdrawals. More information is available in the Special Tax Notice Regarding Plan Payments.