SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SEP Controlled Group Question

   By 401 Chaos, October 7, 2005
   • 1 reply
   • 2k views
   • 
   • Gary Lesser
   • October 21, 2005

2. SEP conversion

   By wsp, February 7, 2003
   • 7 replies
   • 1.6k views
   • 
   • Guest
   • February 14, 2003

3. SEP Conversion?

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

4. SEP Corrections

   By Fisher, April 13, 2007
   • 1 reply
   • 1.7k views
   • 
   • Gary Lesser
   • July 20, 2007

5. SEP Coverage Failure Consequences

   By jukeboy56, August 11, 2017
   • 3 replies
   • 1.9k views
   • 
   • Linda Wilkins
   • August 16, 2017

6. SEP coverage for disabled employee?

   By katieinny, January 21, 2004
   • 1 reply
   • 1k views
   • 
   • Gary Lesser
   • January 23, 2004

7. SEP Distributions

   By Guest Pcoco, February 21, 2002
   • 1 reply
   • 1.4k views
   • 
   • Appleby
   • February 26, 2002

8. SEP Document - Help or 5305

   By HarleyBabe, August 10, 2012
   • 2 replies
   • 2.2k views
   • 
   • HarleyBabe
   • August 10, 2012

9. SEP Document Requirement

   By Fisher, June 4, 2008
   • 2 replies
   • 1.2k views
   • 
   • Fisher
   • June 5, 2008

10. SEP Document with existing DB

    By Jim Norman, March 7, 2007
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • March 22, 2007

11. SEP Documents

    By Jilliandiz, June 2, 2005
    • 5 replies
    • 2.8k views
    • 
    • mbozek
    • July 20, 2005

12. SEP documents provided by the big houses

    By Bri, August 15, 2023
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • August 16, 2023

13. SEP Dual Eligibility?

    By Guest Prof, January 28, 2004
    • 2 replies
    • 1.1k views
    • 
    • Gary Lesser
    • January 31, 2004

14. SEP Eligibility

    By Guest tcunagin, July 23, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • August 5, 2003

15. SEP Eligibility - Dumb Question

    By bzorc, June 27, 2018
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • June 28, 2018

16. SEP Eligibility and Deduction Limit

    By Guest rgorman, August 1, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • August 5, 2003

17. SEP eligibility and longevity

    By Santo Gold, October 15, 2004
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 17, 2004

18. SEP Eligibility Dumb Question #2

    By bzorc, August 31, 2018
    • 2 replies
    • 729 views
    • 
    • bzorc
    • September 4, 2018

19. SEP eligibility for a new business

    By Guest Michael Spaid, May 27, 1999
    • 1 reply
    • 2.1k views
    • 
    • Kathy
    • May 27, 1999

20. SEP eligibility requirement

    By Zorro1k, June 25, 2015   

    • SEP
    • Eligibility
    • (and 1 more)

      Tagged with:

      • SEP
      • Eligibility
      • Eligible employee
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • June 26, 2015

21. SEP eligibility, exclusions

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

22. SEP eligibility????

    By Guest TaxBill, March 13, 2002
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • March 13, 2002

23. SEP Eligiblity

    By Guest Jim Brennan, November 12, 1998
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 13, 1998

24. SEP Eligility

    By Fisher, January 9, 2007
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • January 9, 2007

25. SEP employee contributions

    By Guest robmc, March 12, 2013
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • March 13, 2013

26. SEP entry date (turned 21 during current plan year).

    By Guest Moe Howard2, November 2, 2004
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • November 3, 2004

27. SEP established incorrectly?

    By Barbara, March 15, 2024
    • 3 replies
    • 1.4k views
    • 
    • Barbara
    • March 18, 2024

28. SEP Excess Amount

    By Guest jrob, January 5, 2011
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 26, 2011

29. SEP excess contribution - How to handle this error.

    By Guest Bette N, February 14, 2001
    • 2 replies
    • 2.4k views
    • 
    • card
    • April 9, 2002

30. SEP final year

    By Guest 5500, September 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • October 12, 2004

31. SEP for 1 year, then QRP

    By J Simmons, April 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 5, 2009

32. SEP for a controlled group

    By Bird, December 6, 2006
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • December 7, 2006

33. SEP for going out of business

    By Santo Gold, June 25, 2009
    • 0 replies
    • 1.1k views
    • 
    • Santo Gold
    • June 25, 2009

34. SEP for LLC Members

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

35. SEP for owner while 401(k) maintained for staff?

    By Guest hpaine, December 30, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • December 31, 2003

36. SEP for partnership

    By MarZDoates, February 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 25, 2003

37. SEP for person with income from W2 and 1099

    By Guest LLCNewbie, March 21, 2014
    • 1 reply
    • 3k views
    • 
    • masteff
    • March 21, 2014

38. SEP for self employed

    By R. Butler, November 28, 2001
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 29, 2001

39. SEP for the Self Employed

    By Guest wjr, March 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • March 14, 2002

40. SEP funding and "reason" for extension

    By Guest Steve Palmer, April 6, 2004
    • 3 replies
    • 1.2k views
    • 
    • Gary Lesser
    • April 7, 2004

41. SEP funding and filing tax return

    By ombskid, April 12, 2016
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • April 13, 2016

42. SEP HEC exclusion?

    By PAL, January 30, 2013
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • January 31, 2013

43. SEP in addtion to 403(b)

    By dmb, March 15, 2002
    • 5 replies
    • 1.5k views
    • 
    • Gary Lesser
    • March 22, 2002

44. SEP in combination with 401(k) Profit Sharing

    By Kathy, June 15, 2005
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • June 15, 2005

45. SEP Integration: Reduction of $40,000 limit

    By katieinny, January 7, 2003
    • 14 replies
    • 3.5k views
    • 
    • Gary Lesser
    • March 17, 2003

46. SEP Investments

    By Lori H, September 9, 2003
    • 1 reply
    • 927 views
    • 
    • mbozek
    • September 10, 2003

47. SEP IRA

    By Guest mattsmalls, July 15, 2010
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • July 16, 2010

48. SEP IRA - contribution classification

    By Guest br6k, October 12, 2014
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • October 20, 2014

49. SEP IRA - participant question

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

50. SEP IRA - Short Plan YEar?

    By austin3515, September 10, 2014
    • 8 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 31, 2014