SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. exclusions from SIMPLE-IRA eligibility

   By Guest bmurphy, January 23, 2004
   • 3 replies
   • 1.6k views
   • 
   • Appleby
   • January 24, 2004

2. Are there any institutions that will accept part of a company's simple

   By Guest jasper, December 21, 1999
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • September 15, 2001

3. Multiple businesses

   By SMB, March 31, 2009
   • 3 replies
   • 4k views
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   • J Simmons
   • April 4, 2009

4. Employee leasing firm taking over; what are my options for my existing

   By Guest CCDB, December 18, 1999
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • December 21, 1999

5. Sole prop over contributed to a SEP, correction method?

   By Guest jc1457, September 20, 2007
   • 3 replies
   • 2.4k views
   • 
   • jevd
   • September 21, 2007

6. Need Help! Employer switching from SARSEP to 401k

   By Guest Mt.High, December 21, 2007
   • 3 replies
   • 6.7k views
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   • Guest
   • December 21, 2007

7. Simple plan and profit sharing plan

   By Kattdogg12, September 16
   • 3 replies
   • 2.7k views
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   • Appleby
   • September 18

8. prototype plan document for SEP-IRA plan that allows contributions to

   By Guest Barbara Roper, December 10, 2002
   • 3 replies
   • 6k views
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   • Gary Lesser
   • December 26, 2002

9. Simple Employer Contributions

   By jevd, June 27, 2003
   • 3 replies
   • 1.1k views
   • 
   • Gary Lesser
   • July 5, 2003

10. Profit Sharing Contribution deposited to SEP in error

    By Lynn Campbell, December 10, 1999
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • January 13, 2000

11. Is IRS aware that EGTRRA never amended IRC 402(h)(2) for SEPs ?

    By Moe Howard, November 21, 2001
    • 3 replies
    • 2.2k views
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    • Gary Lesser
    • November 22, 2001

12. Timing of SEP contributions

    By MarZDoates, February 29, 2008
    • 3 replies
    • 2.8k views
    • 
    • Belgarath
    • April 18, 2008

13. Switch from SEP to SIMPLE

    By Guest Peggy806, December 10, 2009
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • December 10, 2009

14. Eligibility for a SIMPLE IRA

    By Guest Jensen, May 27, 2008
    • 3 replies
    • 10.7k views
    • 
    • jevd
    • May 28, 2008

15. SEP and 401(k) question

    By cpc0506, October 31, 2014
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • October 31, 2014

16. Simple IRA deferral question

    By Guest rustymonty, September 20, 2005
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • September 24, 2005

17. SEP and DC/DB plan from Husband's company

    By Cynchbeast, June 2, 2017
    • 3 replies
    • 999 views
    • 
    • Mike Preston
    • June 7, 2017

18. SIMPLE and Profit Sharing in same year

    By MGOAdmin, August 13, 2015   

    • SIMPLE
    • Profit Sharing
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 19, 2015

19. Incorrect deductions for 1/2 year for Simple IRA

    By DR245, June 28, 2023
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • June 29, 2023

20. ppa & seps

    By Beemer, April 25, 2007
    • 3 replies
    • 2.2k views
    • 
    • Beemer
    • June 18, 2007

21. Can I contribute to both a Simple and Roth IRA plan?

    By Guest Strath, February 20, 2001
    • 3 replies
    • 2.2k views
    • 
    • Appleby
    • February 24, 2001

22. Matching contribution for sole prop. SIMPLE plan

    By Guest Steve Hample, December 31, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 28, 2000

23. SIMPLE IRA & 401k start-up

    By Guest KeithinClev, January 7, 2004
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • January 8, 2004

24. SIMPLE IRA for Partnership

    By MarZDoates, March 12, 2002
    • 3 replies
    • 2.2k views
    • 
    • MarZDoates
    • March 12, 2002

25. SIMPLE IRA - Control Group Issue

    By Guest carolinawind, August 28, 2007
    • 3 replies
    • 4.4k views
    • 
    • Gary Lesser
    • August 28, 2007

26. Sarsep

    By Guest cypress, December 14, 2001
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 3, 2002

27. SEP IRA Plan

    By Guest Darcy L. Hitesman, January 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • January 8, 2002

28. Self-Employed Sole Proprietorship & Partnership

    By Gruegen, April 14, 2011
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • April 15, 2011

29. Point of this board?

    By Guest CJF, April 12, 2000
    • 3 replies
    • 1.4k views
    • 
    • BeckyMiller
    • April 18, 2000

30. adopting a SIMPLE-IRA

    By Guest Mike Kimball, August 10, 2001
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • August 10, 2001

31. What is partnership income for purposes of determining compensation for making an employer SIMPLE IRA contribution?

    By jane123, September 23, 2003
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • October 23, 2003

32. SIMPLE IRA - more than 2% NEC?

    By Spencer, November 6, 2014
    • 3 replies
    • 1.1k views
    • 
    • Spencer
    • November 6, 2014

33. AGGREGATION--SIMPLE & TRADITIONAL 401(K)s

    By Guest JROSSITTER, February 22, 2000
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • May 17, 2000

34. RMDs and SEPs

    By billfgrady, October 16, 2009
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • October 19, 2009

35. Definition of owner's total "compensation" for an S-corp SIMPLE-IRA

    By Guest Steve Hample, August 25, 2005
    • 3 replies
    • 4.4k views
    • 
    • Guest
    • August 29, 2005

36. SIMPLE IRA for 2020 - too late to stop and replace with 401(k)?

    By lisabroc, January 27, 2020
    • 3 replies
    • 1.7k views
    • 
    • lisabroc
    • January 29, 2020

37. Amending SIMPLE IRA eligibility

    By Guest kdm, November 21, 2002
    • 3 replies
    • 2.4k views
    • 
    • Gary Lesser
    • December 2, 2002

38. SIMPLE IRA Withdrawls (without Penalty)

    By Guest RobertG, October 22, 2006
    • 3 replies
    • 2.2k views
    • 
    • Gary Lesser
    • November 20, 2006

39. Non-5305 SEP with Individual 401(k)

    By matthny, December 3, 2015
    • 3 replies
    • 970 views
    • 
    • Lou S.
    • December 4, 2015

40. amending a SEP

    By Guest NancyF, March 30, 2007
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • July 20, 2007

41. Miscalculated Elibility in SIMPLE plan

    By Guest kdp, August 1, 2005
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 3, 2005

42. old SIMPLE / New 401k

    By Santo Gold, August 8, 2017
    • 3 replies
    • 615 views
    • 
    • Santo Gold
    • August 9, 2017

43. SEP for LLC Members

    By Guest hardballaddict, December 8, 2005
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • December 10, 2005

44. Excess contribution to SEP and RMD calculation

    By cathyw, January 22
    • 3 replies
    • 1.3k views
    • 
    • Bri
    • January 23

45. SARSEP Amendment re: Eligible Employees

    By Christine Roberts, October 17, 2000
    • 3 replies
    • 2.6k views
    • 
    • Gary Lesser
    • January 23, 2007

46. Has a SEP but now wants a SH 401k

    By Guest dubya, March 2, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 3, 2004

47. SEP and 401k in same year (husband & wife)

    By MGOAdmin, January 12, 2017   

    • sep
    • 401k
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • January 19, 2017

48. SARSEP - HCE catchup contribution - ADP test limits percentage

    By Guest bruss, December 8, 2004
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • December 9, 2004

49. SEP Contribution - SCH C

    By Guest dave1957, March 15, 2009
    • 3 replies
    • 1.8k views
    • 
    • jevd
    • March 17, 2009

50. Nonresponsive participant

    By austin3515, June 11, 2018
    • 3 replies
    • 1k views
    • 
    • Larry Starr
    • June 11, 2018