Form5500Liquidationbasis ofaccountingParties-in-interestERISAReportingDeadlinesPlanAdministrator80/120ruleContributionLimitsDefinedContributionPlanPlanDocumentFullScopeAuditSSAE18RothContributionInvestmentAdvisorPrototypePlanRecordkeeperCorrectiveDistributionsSPDTrusteeNondiscriminationtestingEligibleparticipantsFBRICSafe HarborContributionsLimitedScopeAuditAdoptionAgreementCustodianPartial PlanTerminationFidelityBondIRSDeterminationLetterForm5500Liquidationbasis ofaccountingParties-in-interestERISAReportingDeadlinesPlanAdministrator80/120ruleContributionLimitsDefinedContributionPlanPlanDocumentFullScopeAuditSSAE18RothContributionInvestmentAdvisorPrototypePlanRecordkeeperCorrectiveDistributionsSPDTrusteeNondiscriminationtestingEligibleparticipantsFBRICSafe HarborContributionsLimitedScopeAuditAdoptionAgreementCustodianPartial PlanTerminationFidelityBondIRSDeterminationLetter

401k Definitions - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Form 5500
  2. Liquidation basis of accounting
  3. Parties-in-interest
  4. ERISA
  5. Reporting Deadlines
  6. Plan Administrator
  7. 80/120 rule
  8. Contribution Limits
  9. Defined Contribution Plan
  10. Plan Document
  11. Full Scope Audit
  12. SSAE18
  13. Roth Contribution
  14. Investment Advisor
  15. Prototype Plan
  16. Recordkeeper
  17. Corrective Distributions
  18. SPD
  19. Trustee
  20. Nondiscrimination testing
  21. Eligible participants
  22. FBRIC
  23. Safe Harbor Contributions
  24. Limited Scope Audit
  25. Adoption Agreement
  26. Custodian
  27. Partial Plan Termination
  28. Fidelity Bond
  29. IRS Determination Letter