SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Information on the 5306-SEP form

   By Guest Jeff D, March 20, 2001
   • 1 reply
   • 1.8k views
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   • Appleby
   • April 5, 2001

2. DB Plan & SEP

   By R. Butler, July 18, 2002
   • 1 reply
   • 1.8k views
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   • actuarysmith
   • July 19, 2002

3. SIMPLE with No NHCE?

   By justanotheradmin, February 20, 2020
   • 7 replies
   • 1.8k views
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   • justanotheradmin
   • February 24, 2020

4. Simple IRA Required to be continued for 2006?

   By PMC, March 6, 2006
   • 1 reply
   • 1.8k views
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   • Gary Lesser
   • March 7, 2006

5. SEP IRA - participant question

   By st3rv, January 27, 2021
   • 14 replies
   • 1.8k views
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   • Mike Preston
   • January 29, 2021

6. Must all self-employment income be combined for SEP?

   By jukeboy56, April 10, 2006
   • 2 replies
   • 1.8k views
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   • Belgarath
   • April 27, 2006

7. Can a sole proprietor (no employees) make his employee elective contri

   By Guest Kathleen Fouquet, January 25, 2001
   • 1 reply
   • 1.8k views
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   • Gary Lesser
   • January 29, 2001

8. Contribution Limits to more than one SIMPLE IRA

   By MR, March 24, 2002
   • 2 replies
   • 1.8k views
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   • Gary Lesser
   • April 2, 2002

9. SEP Contribution Limit

   By Guest Retirement4Life, November 21, 2007
   • 1 reply
   • 1.8k views
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   • Guest
   • November 30, 2007

10. Undo SIMPLE IRA Contributions

    By Guest Noidy, January 8, 2003
    • 1 reply
    • 1.8k views
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    • Gary Lesser
    • January 13, 2003

11. Is compensation based only on the calendar year in the case of a fiscal year SEP Plan?

    By katieinny, December 11, 2003
    • 4 replies
    • 1.8k views
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    • Gary Lesser
    • December 18, 2003

12. Income from sole proprietorship and K-1 source

    By katieinny, April 9, 2009
    • 2 replies
    • 1.8k views
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    • katieinny
    • April 9, 2009

13. SIMPLE IRA

    By Guest Cingo, November 28, 2009
    • 2 replies
    • 1.8k views
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    • Bird
    • December 11, 2009

14. Timing of replacing a SIMPLE IRA with a qualified plan

    By Guest GARNETT, June 20, 2000
    • 2 replies
    • 1.8k views
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    • Gary Lesser
    • August 29, 2000

15. Amended 1040 - Excess contibutions?

    By Guest JohnW, May 16, 2005
    • 2 replies
    • 1.8k views
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    • Guest
    • May 17, 2005

16. SIMPLE contribution calculation

    By Guest LTurner, April 12, 2006
    • 1 reply
    • 1.8k views
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    • ERISAnut
    • April 26, 2006

17. Terminating SIMPLE IRA and starting 401(k)

    By cdavis25, December 28, 2011
    • 3 replies
    • 1.8k views
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    • ETA Consulting LLC
    • December 28, 2011

18. 15% Limit in Partnership

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

19. SIMPLE IRA for domestic employee

    By Guest Clio, January 8, 2007
    • 1 reply
    • 1.8k views
    • 
    • saabraa
    • January 8, 2007

20. SIMPLE-IRA deferrals AFTER the year ends

    By Guest Fred Bee, April 6, 2007
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • April 6, 2007

21. SEP; improper deferrals

    By Guest Gerry Hedgcock, September 22, 1999
    • 2 replies
    • 1.8k views
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    • Gary Lesser
    • September 22, 1999

22. Simple IRA contribution timing

    By Guest spencerhos, April 10, 2005
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • April 14, 2005

23. Employee incorrectly classified as Independent Cont.

    By MarZDoates, July 19, 2007
    • 2 replies
    • 1.8k views
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    • Gary Lesser
    • July 20, 2007

24. Excess Deferrals - SIMPLE IRA

    By MarZDoates, March 8, 2006
    • 0 replies
    • 1.8k views
    • 
    • MarZDoates
    • March 8, 2006

25. SEP > SIMPLE - Can new contributions be comingled?

    By Guest A. Rostosky, February 6, 2001
    • 9 replies
    • 1.8k views
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    • Appleby
    • May 11, 2001

26. SEP eligibility, exclusions

    By DMcGovern, June 29, 2011
    • 1 reply
    • 1.8k views
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    • ETA Consulting LLC
    • June 29, 2011

27. SEP Contribution - SCH C

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

28. Starting Qualified Plan When SIMPLE-IRA exists

    By Lou S., July 31, 2018
    • 7 replies
    • 1.8k views
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    • Larry Starr
    • September 20, 2018

29. SIMPLE/SEP usage by a partnership

    By Guest Sheri, March 6, 2002
    • 2 replies
    • 1.8k views
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    • Belgarath
    • March 6, 2002

30. Multiple business

    By Guest David Winkler, December 27, 2010
    • 2 replies
    • 1.8k views
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    • Gary Lesser
    • December 30, 2010

31. SEP & Controlled Group

    By SMB, July 31, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • August 1, 2002

32. Compensation for match

    By k man, November 12, 2001
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • November 12, 2001

33. 401(k) and SEP plans existing together

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

34. SIMPLE IRA Plan for 2002, adopted in late December?

    By Guest tracyzimmer, December 30, 2002
    • 4 replies
    • 1.8k views
    • 
    • Gary Lesser
    • January 2, 2003

35. How does the 15% deduction limit affect a SARSEP?

    By Dawn Hafner, June 26, 2000
    • 4 replies
    • 1.8k views
    • 
    • Gary Lesser
    • August 29, 2000

36. SEP ~ UNIK Comparison!

    By Guest Philip Simpkins, July 26, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • July 26, 2002

37. Moving SARSEP funds to another investment type

    By Guest Janice Pratt, April 20, 2001
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • July 26, 2001

38. SARSEP calculation under JCWAA

    By Guest mhalvor, March 12, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • March 12, 2002

39. SAR SEP Distribution

    By Guest UnionTR, July 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • July 26, 2001

40. Employer started a Simple IRA in 1999, and has never matched!

    By Guest CDAVIS, January 31, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 1, 2001

41. SIMPLE IRA - many issues, many years - Fixable?

    By DR245, February 11, 2020
    • 5 replies
    • 1.8k views
    • 
    • Gary Lesser
    • February 18, 2020

42. Changing SEP eligibility requirement

    By Guest rr2000, December 15, 2009
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • December 15, 2009

43. SEP - Union EE's (Collectively Bargained) only

    By PainPA, July 26, 2009
    • 4 replies
    • 1.8k views
    • 
    • rcline46
    • July 30, 2009

44. Sarsep

    By Guest cypress, December 14, 2001
    • 3 replies
    • 1.8k views
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    • Gary Lesser
    • January 3, 2002

45. 2-person LLC - OK to make a SEP contribution for one partner/member bu

    By Guest GENE, December 1, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 14, 1999

46. SIMPLE and Profit Sharing

    By Dougsbpc, June 29, 2011
    • 7 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • June 30, 2011

47. FYI: New Proposed SIMPLE Amendments

    By Guest peterpeter, January 16, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 16, 1999

48. Do SEP contributions count towards PS 15% limit

    By Alan Simpson, August 24, 1999
    • 3 replies
    • 1.8k views
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    • Gary Lesser
    • September 3, 1999

49. SEPS & partnerships

    By Felicia, October 29, 2003
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • October 29, 2003

50. Integrated SEPs

    By SMB, February 20, 2001
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2001