SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

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

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

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

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

3. Amended 1040 - Excess contibutions?

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

4. Contribution Limits to more than one SIMPLE IRA

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

5. Terminating SIMPLE IRA and starting 401(k)

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

6. 15% Limit in Partnership

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

7. SIMPLE IRA for domestic employee

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

8. SIMPLE contribution calculation

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

9. Income from sole proprietorship and K-1 source

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

10. Excess Deferrals - SIMPLE IRA

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

11. SIMPLE-IRA deferrals AFTER the year ends

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

12. Employee incorrectly classified as Independent Cont.

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

13. SEP eligibility, exclusions

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

14. SIMPLE/SEP usage by a partnership

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

15. SEP; improper deferrals

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

16. SEP ~ UNIK Comparison!

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

17. Moving SARSEP funds to another investment type

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

18. SEP Contribution - SCH C

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

19. Simple IRA contribution timing

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

20. 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

21. 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

22. SARSEP calculation under JCWAA

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

23. SAR SEP Distribution

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

24. Multiple business

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

25. SEP & Controlled Group

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

26. 401(k) and SEP plans existing together

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

27. 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
    • 
    • Gary Lesser
    • December 18, 2003

28. Compensation for match

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

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

    By Dawn Hafner, June 26, 2000
    • 4 replies
    • 1.7k views
    • 
    • Gary Lesser
    • August 29, 2000

30. Changing SEP eligibility requirement

    By Guest rr2000, December 15, 2009
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • December 15, 2009

31. SIMPLE IRA and non-contributing Solok

    By FishOn, November 14, 2023
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • November 17, 2023

32. SEP IRA - participant question

    By st3rv, January 27, 2021
    • 14 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 29, 2021

33. 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

34. Terminating a SEP using a 5305 Model SEP form

    By Belgarath, August 28, 2023
    • 3 replies
    • 1.7k views
    • 
    • Calavera
    • August 28, 2023

35. Sarsep

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

36. SIMPLE IRA

    By BentoBox, March 27, 2024
    • 6 replies
    • 1.7k views
    • 
    • EBECatty
    • March 28, 2024

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

    By PainPA, July 26, 2009
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • July 30, 2009

38. SIMPLE IRA Match

    By commishvp, March 12, 2008
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • March 13, 2008

39. 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

40. SIMPLE and Profit Sharing

    By Dougsbpc, June 29, 2011
    • 7 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • June 30, 2011

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

    By Guest A. Rostosky, February 6, 2001
    • 9 replies
    • 1.7k views
    • 
    • Appleby
    • May 11, 2001

42. Do SEP contributions count towards PS 15% limit

    By Alan Simpson, August 24, 1999
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • September 3, 1999

43. Terminate Safe Harbor 401(k)/Start SIMPLE

    By MarZDoates, November 1, 2006
    • 4 replies
    • 1.7k views
    • 
    • MarZDoates
    • November 2, 2006

44. SEPS & partnerships

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

45. Integrated SEPs

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

46. Simple and DC Plan

    By Jeff Kirtner, October 2, 1999
    • 4 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 15, 1999

47. Simple IRA deferral question

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

48. VCP correction for SIMPLE IRA gone bad

    By Flyboyjohn, April 23, 2019
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 26, 2019

49. FYI: New Proposed SIMPLE Amendments

    By Guest peterpeter, January 16, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 16, 1999

50. International student

    By CassandraS, April 9, 2012
    • 7 replies
    • 1.7k views
    • 
    • CassandraS
    • April 10, 2012