SEP, SARSEP and SIMPLE Plans

1,535 topics in this forum

1. SARSEP to 401k change

   By Guest PORTE, April 4, 2002
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • April 25, 2002

2. SARSEP to 401k Rollover Reversal?

   By Guest Brendan McKee, February 6, 2007
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • February 7, 2007

3. SARSEP to 401K SH Foul up...Help!

   By Guest tomhard, May 5, 2011
   • 8 replies
   • 4.3k views
   • 
   • ETA Consulting LLC
   • May 7, 2011

4. SARSEP to better plan

   By Guest arolson, October 14, 2002
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • October 24, 2002

5. SARSEP to Qualified Plan

   By Guest jcj, October 28, 2003
   • 3 replies
   • 1.5k views
   • 
   • Appleby
   • October 28, 2003

6. SARSEP to terminate,50% for yr not met, SH 401k to replace SARSEP

   By Beltane, June 22, 2005
   • 3 replies
   • 2.1k views
   • 
   • Gary Lesser
   • July 9, 2005

7. SARSEP top-paid group

   By Guest JPAdmin, February 22, 2002
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • February 26, 2002

8. SARSEP--noncompliance

   By Guest CJF, February 26, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • February 26, 2000

9. SARSEP-Coordination with 401(k) Plan

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

10. SARSEP, 401(k) Combination

    By Guest JROSSITTER, October 27, 2005
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • October 29, 2005

11. SARSEPS and Prior Year ADP Testing.

    By Guest, December 22, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 4, 2001

12. SARSEPs plus other plans combined.

    By richard, September 22, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • April 9, 2002

13. Sch C SEP for 401(k) participant

    By M Norton, December 18, 2018   

    • sep
    • 401(k)
    • 3 replies
    • 797 views
    • 
    • Appleby
    • December 20, 2018

14. Sch. C, Sch. F - aggregate for SEP max?

    By steve-o, March 30, 2012
    • 0 replies
    • 1.2k views
    • 
    • steve-o
    • March 30, 2012

15. Schedule C Negative but 401k already funded

    By austin3515, July 7, 2021
    • 10 replies
    • 1.8k views
    • 
    • bito'money
    • July 7, 2021

16. Self Correction Available?

    By Christine Roberts, March 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • May 17, 2000

17. Self Employed Salary deduction

    By Guest Gary Tencer, September 10, 1998
    • 1 reply
    • 2.5k views
    • 
    • Gary Lesser
    • September 11, 1998

18. Self-employed earnings for SEP

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

19. Self-Employed Sole Proprietorship & Partnership

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

20. Self-employed: SEP-IRA plus traditional IRA

    By Lori Friedman, April 12, 2012
    • 3 replies
    • 8k views
    • 
    • Lori Friedman
    • April 12, 2012

21. SEP

    By Guest lskin, April 12, 2006
    • 21 replies
    • 4k views
    • 
    • Bird
    • June 8, 2006

22. SEP

    By Guest ingridak, January 22, 2014   

    • union
    • status change non-union
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 22, 2014

23. SEP

    By Fisher, March 3, 2011
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • May 16, 2011

24. SEP - 01/31 FIscal Year End

    By clangeland, March 7, 2013
    • 2 replies
    • 1.4k views
    • 
    • clangeland
    • March 27, 2013

25. SEP - 2 Partners - K1 Income - Contribution

    By K-t-F, March 29, 2012
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • March 30, 2012

26. SEP - Am I eligible?

    By Guest grokohl, December 29, 2006
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • December 29, 2006

27. SEP - exclsusions

    By eilano, April 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • April 17, 2003

28. SEP - Mandatory Employee Contributions?

    By Guest GNagler, March 6, 2001
    • 1 reply
    • 1.8k views
    • 
    • Bill Berke
    • March 8, 2001

29. SEP - Missed Contributions for Multiple Years

    By Zoey, March 8, 2011
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • March 9, 2011

30. SEP - SIMPLE re family ownership

    By Guest LTurner, January 31, 2003
    • 1 reply
    • 1k views
    • 
    • Guest
    • February 4, 2003

31. SEP - Switching Custodians

    By MjInvestments, November 14, 2017
    • 2 replies
    • 2.1k views
    • 
    • spiritrider
    • November 15, 2017

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

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

33. SEP / SH401k New Comp in same year

    By Guest Suanne, December 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 19, 2007

34. SEP & 401(k) same company

    By mathead, May 14, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • May 14, 2015

35. SEP & Controlled Group

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

36. SEP & Qualified Plan Contribution

    By dmb, December 26, 2002
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • December 27, 2002

37. SEP & Roth

    By Guest Michael Scott, February 19, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 19, 2010

38. SEP & SIMPLE IRAS

    By Felicia, June 12, 2014   

    • ERISA
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • June 13, 2014

39. Sep & Simple, Same Ownership -- Excesses

    By Guest LTurner, January 14, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • January 23, 2003

40. SEP & statutory employee W2 income

    By B21, March 13, 2013
    • 4 replies
    • 3.4k views
    • 
    • masteff
    • March 14, 2013

41. SEP & traditional IRA

    By ssiesser, April 9, 2015   

    • contribute to both?
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • April 9, 2015

42. SEP % limit

    By Guest kdm, January 6, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • January 14, 2003

43. SEP + 401(k) contribution

    By Dobber, November 18, 2021
    • 2 replies
    • 1k views
    • 
    • spiritrider
    • November 30, 2021

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

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

45. SEP ~ UNIK Comparison!

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

46. SEP after acquisition

    By Guest Jeff Belfiglio, December 8, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 8, 1999

47. SEP Allowable when owner of another business?

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

48. SEP Amendment Mid-Year?

    By Guest Steve Benjamin, May 11, 2009
    • 4 replies
    • 2.2k views
    • 
    • Appleby
    • May 14, 2009

49. SEP and 401(k) Profit Sharing

    By ombskid, May 10, 2013
    • 4 replies
    • 2k views
    • 
    • ombskid
    • June 19, 2013

50. SEP and 401(k) question

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