SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. Money Purchase Plan and SIMPLE IRA

   By nancy, January 4, 2001
   • 2 replies
   • 1.9k views
   • 
   • Bill Berke
   • January 9, 2001

2. Waiver

   By Guest Ernie Guerriero, May 31, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • June 8, 2001

3. owner of company with 401(k0 buying company with SIMPLE

   By Guest gnielsen, August 10, 2004
   • 2 replies
   • 1.9k views
   • 
   • Appleby
   • August 11, 2004

4. SIMPLE + 401(k)

   By Just Me, May 8, 2013
   • 2 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • May 9, 2013

5. SIMPLE IRA Cont limit-combine with 401k?

   By Guest Mick Davids, July 19, 1999
   • 2 replies
   • 1.9k views
   • 
   • Gary Lesser
   • July 20, 1999

6. SIMPLE IRA

   By M Norton, August 13, 2008
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • April 8, 2009

7. Employer refuses to release 401k funds or information.

   By Guest wmsgray, July 29, 1999
   • 2 replies
   • 4.2k views
   • 
   • Kathy
   • August 3, 1999

8. Stopping employer SIMPLE contributions

   By Guest bmurphy, July 21, 2005
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • July 21, 2005

9. Adopted 2020 DB plan retroactive, after already contributed to SEP at broker

   By Old Reliable, August 24, 2021
   • 2 replies
   • 822 views
   • 
   • CuseFan
   • August 25, 2021

10. Simple IRA Eligible Compensation in first year

    By Tom, July 11, 2022
    • 2 replies
    • 998 views
    • 
    • Patricia Neal Jensen
    • July 13, 2022

11. SARSEP and Traditional IRA

    By Guest gonzalezk, March 25, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 6, 2001

12. Definition of "Compensation" for calculations in a SAR SEP Plan

    By Guest rffahey, September 23, 2004
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • October 12, 2004

13. SEP Contributions Schedule C Business

    By lktp57, May 25, 2017
    • 2 replies
    • 1.2k views
    • 
    • K2
    • May 25, 2017

14. SEP IRA and another IRA?

    By Spencer, May 9, 2013
    • 2 replies
    • 1.3k views
    • 
    • Spencer
    • May 10, 2013

15. Maximum contribution to EE's SARSEP

    By Guest ERISA_kid, November 19, 2003
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 19, 2003

16. Owner contributins to simple 401k

    By Guest spencerhos, April 7, 2005
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • April 8, 2005

17. SEP Years of Service for Spouse

    By jukeboy56, February 15, 2014
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • February 18, 2014

18. SEP; improper deferrals

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

19. Rollovers from SIMPLE IRAs

    By Felicia, October 10, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 25, 2002

20. SIMPLE IRA Force-Out Distribution

    By HafnerN1, February 9, 2017   

    • simple
    • ira
    • 2 replies
    • 1.3k views
    • 
    • HafnerN1
    • February 10, 2017

21. Contribution Limits to more than one SIMPLE IRA

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

22. Acquisition of Company with SIMPLE IRA

    By Scott, September 24, 1999
    • 2 replies
    • 3.1k views
    • 
    • Scott
    • September 27, 1999

23. Profit Sharing Plan and SEP

    By Lori Foresz, March 26, 2004
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2004

24. SIMPLE & SH 401(k)

    By doombuggy, February 21, 2006
    • 2 replies
    • 1.7k views
    • 
    • doombuggy
    • February 21, 2006

25. Simple 401(k) Plan restated as 401(k) Plan ?

    By Guest RSNOW, February 11, 2004
    • 2 replies
    • 2k views
    • 
    • Lori H
    • June 16, 2005

26. SEP, Improper Deferrals, How to Clean Up situation?

    By Guest Gerry Hedgcock, October 7, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 15, 1999

27. SEP Allowable when owner of another business?

    By Guest cpangler, April 7, 2005
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • April 14, 2005

28. Keeping SEP Plan Document up-to-date

    By Borsley, January 10, 2010
    • 2 replies
    • 1.3k views
    • 
    • Gary Lesser
    • January 12, 2010

29. SARSEP-Coordination with 401(k) Plan

    By Guest ANNEBV, October 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 1999

30. Self-employed earnings for SEP

    By B21, August 31, 2021
    • 2 replies
    • 898 views
    • 
    • Bird
    • September 1, 2021

31. Unusual SEP forumula

    By Bill Presson, December 15, 2010
    • 2 replies
    • 1.2k views
    • 
    • Bill Presson
    • December 15, 2010

32. Maximum employees for a SEP?

    By Guest, October 27, 1999
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • November 5, 1999

33. Terminated Simple Plan

    By DP, July 14, 2000
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • August 29, 2000

34. former SEP participant rehired

    By M Norton, July 6, 2016   

    • SEP eligibility
    • rehired SEP participant
    • 2 replies
    • 963 views
    • 
    • M Norton
    • July 6, 2016

35. SIMPLE IRA--EMPLOYER

    By Felicia, October 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 5, 1999

36. FY SARSEP (7/31/05 plan yr end), can SIMPLE 401k be estab if SARSEP terminated 12/31/04?

    By maverick, July 21, 2004
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 23, 2004

37. Contributed to a SEP for 1999; now want to put in qualified retirement

    By SMB, November 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 9, 1999

38. Co A Contributes to Co Bs SIMPLE-IRA

    By goldtpa, February 16, 2011
    • 2 replies
    • 1.2k views
    • 
    • goldtpa
    • April 22, 2011

39. Are the instructions and the 5304 form required to be given to the EXI

    By Guest TJG, October 27, 1999
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 9, 1999

40. SEP and Incidental Benefits

    By Guest brenns99, November 19, 2002
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • November 29, 2002

41. SEP Conversion?

    By Tinman, December 6, 2022
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • December 6, 2022

42. Employee incorrectly classified as Independent Cont.

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

43. Moving SARSEP funds to another investment type

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

44. Late deposit of employer matching contribution

    By bzorc, October 31, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 1, 2002

45. Small Employer Fewer than 25 eligible employees - Can they elect the 4% Match under SECURE 2.0

    By 401kology, March 1, 2024   

    • simple ira
    • secure 2.0
    • 2 replies
    • 1.3k views
    • 
    • 401kology
    • March 4, 2024

46. SEP: Which years are the "immediately preceding 5 years"?

    By jukeboy56, April 17, 2006
    • 2 replies
    • 5.2k views
    • 
    • jukeboy56
    • April 17, 2006

47. 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

48. SEP/SIMPLE - Qualified Plans?

    By MarZDoates, November 3, 2003
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • November 3, 2003

49. Terminating SEP plan, correcting prior years deposits

    By Guest bmurphy, December 22, 2004
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 5, 2005

50. SIMPLE IRA to Safe Harbor 401(K)

    By Lori H, April 25, 2008
    • 2 replies
    • 2.6k views
    • 
    • Gary Lesser
    • May 9, 2008