SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. 'lost' SIMPLE IRA deferrals

   By Tom Poje, August 14, 2002
   • 2 replies
   • 1.5k views
   • 
   • mbozek
   • August 16, 2002

2. "benefitting": includes loan repayments?

   By AlbanyConsultant, February 25, 2013
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • February 25, 2013

3. "Re-starting" a SARSEP

   By Guest kdm, November 27, 2002
   • 2 replies
   • 1.3k views
   • 
   • Gary Lesser
   • November 29, 2002

4. "Terminated" SAR-SEP replaced w/ Safe Harbor 401(k)

   By MarZDoates, November 8, 2002
   • 3 replies
   • 2k views
   • 
   • Gary Lesser
   • December 3, 2002

5. "Terminated" SEP and top heavy aggregation

   By Belgarath, April 28, 2016
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • April 28, 2016

6. $450 compensation

   By Felicia, August 7, 2006
   • 6 replies
   • 2.2k views
   • 
   • Gary Lesser
   • August 13, 2006

7. 0% Money Purchase For Rollovers

   By austin3515, September 23, 2015
   • 8 replies
   • 1.2k views
   • 
   • Belgarath
   • September 24, 2015

8. 1 SARSEP 2 Documents?

   By KateSmithPA, March 2, 2005
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • March 2, 2005

9. 1099-R Reporting

   By Guest AFRICA6796, October 18, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 18, 2001

10. 15% limit

    By nancy, January 25, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 4, 2002

11. 15% Limit in Partnership

    By Kathy, March 8, 1999
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • March 13, 1999

12. 2 companies - Simple IRA Offering?

    By Doogan, March 4, 2020
    • 3 replies
    • 827 views
    • 
    • Bill Presson
    • April 13, 2020

13. 2 person LLC SEP contribution

    By Guest passmf, January 4, 2000
    • 2 replies
    • 2.6k views
    • 
    • Gary Lesser
    • January 13, 2000

14. 2 SEP plans for same company

    By Guest Scott Johnson, August 23, 2001
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • August 24, 2001

15. 2 SEP plans for the same individual for 2 different companies. Is this allowable?

    By Guest nan002, October 20, 2005
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 21, 2005

16. 2-person LLC - OK to make a SEP contribution for one partner/member bu

    By Guest GENE, December 1, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 14, 1999

17. 2001 COLA ADJUSTMENTS FOR SIMPLE PLANS

    By Gary Lesser, December 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Gary Lesser
    • December 1, 2000

18. 2002 limits for PSP Keogh vs. SEP-IRA

    By Guest Smichalek1, May 10, 2002
    • 1 reply
    • 2k views
    • 
    • rcline46
    • May 10, 2002

19. 2003 SEP Contribution not satisfied!

    By Jilliandiz, November 3, 2004
    • 6 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 6, 2004

20. 2010 1099-R instructions

    By Belgarath, March 9, 2010
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • May 22, 2010

21. 2011 COLA & Rollover Charts

    By Gary Lesser, October 29, 2010
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • February 6, 2011

22. 2016 SEP for a Solo followed by a contribution in January is disqualified by adoption of a Cash Balance Plan in 2016

    By CharlesLeggette, July 12, 2016
    • 4 replies
    • 1.3k views
    • 
    • Calavera
    • July 13, 2016

23. 25% Excise tax waived right?

    By austin3515, April 2, 2020
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • April 9, 2020

24. 25% Penalty

    By Guest KeithinClev, January 21, 2004
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • January 21, 2004

25. 25% penalty - corrected contributions?

    By DR245, June 18, 2020
    • 3 replies
    • 1.2k views
    • 
    • Luke Bailey
    • June 19, 2020

26. 25% penalty in 1st 2 years

    By Guest bmurphy, June 8, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • June 9, 2004

27. 25% Prototype SEP Allocation Limit

    By Gary Lesser, April 28, 2004
    • 0 replies
    • 1.1k views
    • 
    • Gary Lesser
    • April 28, 2004

28. 3 Qs for IRS - Rev October 9

    By Gary Lesser, June 14, 2002
    • 4 replies
    • 1.8k views
    • 
    • MGB
    • October 10, 2002

29. 401(a)(17) comp limit as it applies to SIMPLE IRA's

    By Beltane, October 25, 2006
    • 1 reply
    • 2.6k views
    • 
    • Appleby
    • October 25, 2006

30. 401(k) and SEP plans existing together

    By Guest TracyAndrews, March 23, 2001
    • 3 replies
    • 1.8k views
    • 
    • R. Butler
    • December 5, 2001

31. 401(k) and SIMPLE IRA

    By Guest ars, February 2, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 2, 2000

32. 401(k) Plan w/ 2 participating ERs Disolving

    By Guest RetireFast, January 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 26, 2011

33. 401(k) Rolled over ti SIMPLE by Mistake.

    By jevd, September 28, 2007
    • 4 replies
    • 1.8k views
    • 
    • Appleby
    • September 30, 2007

34. 401(k) Rollover to SIMPLE IRA

    By Guest Bob Lees, December 26, 2002
    • 5 replies
    • 10.9k views
    • 
    • Gary Lesser
    • January 2, 2003

35. 401(k) Started in year Simple Plan existed

    By rblum50, May 29, 2012
    • 2 replies
    • 1.4k views
    • 
    • rblum50
    • May 30, 2012

36. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar, June 9, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 2001

37. 401(k) to replace SImple IRA

    By Guest MrBoldman, February 7, 2005
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • February 11, 2005

38. 401K and SEP IRA

    By ERISA13, October 11, 2011
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • October 11, 2011

39. 401k and SIMPLE total deferral limit

    By Guest Peggy806, August 31, 2011
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • September 1, 2011

40. 401k Profit Sharing to SIMPLE

    By DP, January 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 7, 2010

41. 401k to SIMPLE

    By pmacduff, October 24, 2008
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • October 27, 2008

42. 402(h) NOT CHANGED BY EGTRRA

    By Gary Lesser, August 28, 2001
    • 0 replies
    • 1.9k views
    • 
    • Gary Lesser
    • August 28, 2001

43. 410(b) Coverage Transition Period and SIMPLE IRA

    By JustMe, February 26, 2021
    • 0 replies
    • 941 views
    • 
    • JustMe
    • February 26, 2021

44. 415 limit for 2001 (integrated plan)

    By Guest, December 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • December 20, 2000

45. 415 Limit for Employee who is participant in 401(k) Plan and wants to

    By Lynn Campbell, June 27, 2000
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • August 29, 2000

46. 501(c)(3)SIMPLE Plan

    By Guest, June 28, 2000
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • August 29, 2000

47. 501(c)6 Non-Profit

    By Archimage, July 17, 2002
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • July 18, 2002

48. 5304 or 5305

    By rfahey, August 31, 2006
    • 1 reply
    • 9.8k views
    • 
    • WDIK
    • August 31, 2006

49. 5304 or 5305....

    By K-t-F, February 4, 2014
    • 7 replies
    • 4k views
    • 
    • K-t-F
    • February 4, 2014

50. 5305 (model) SEP contributions with Solo 401(k)

    By shutdown, December 31, 2018
    • 5 replies
    • 1.3k views
    • 
    • Larry Starr
    • January 2, 2019