SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Controlled group and SImple IRA

   By Tom, May 9, 2018
   • 4 replies
   • 5.6k views
   • 
   • Larry Starr
   • May 11, 2018

2. Terminating Keogh & Adopting SEP -IRA Same Cal Yr

   By Guest kprhok, August 27, 2012
   • 8 replies
   • 5.5k views
   • 
   • Fisher
   • April 1, 2014

3. Excess matching contribution in SIMPLE IRA

   By nancy, November 29, 2000
   • 1 reply
   • 5.4k views
   • 
   • Gary Lesser
   • December 1, 2000

4. W-2 Box 13

   By Guest Dion, January 2, 2002
   • 5 replies
   • 5.4k views
   • 
   • Appleby
   • January 3, 2002

5. Simple IRA and Profit Sharing Plan?

   By Guest snmhanson, June 22, 2008
   • 6 replies
   • 5.3k views
   • 
   • Guest
   • July 11, 2008

6. can a SEP exclude certain employees and when should benefits begin for new employees?

   By Lori H, March 17, 2005
   • 9 replies
   • 5.3k views
   • 
   • Appleby
   • April 6, 2005

7. Can a small business have 2 SEP Ira accounts?

   By Guest confusedbusiness, October 3, 2009
   • 3 replies
   • 5.2k views
   • 
   • Guest
   • October 6, 2009

8. SIMPLE IRA death settlement

   By Guest Sten Lindquist, July 26, 1999
   • 9 replies
   • 5.2k views
   • 
   • Appleby
   • July 19, 2005

9. Employer's failure to make contributions to SIMPLE IRA Plan

   By Guest nafsbuc, August 20, 2009
   • 3 replies
   • 5.2k views
   • 
   • Kevin C
   • August 24, 2009

10. SIMPLE and 401(k) in a controlled group

    By MarZDoates, August 13, 2013
    • 7 replies
    • 5.2k views
    • 
    • anspai
    • December 14, 2016

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

    By jukeboy56, April 17, 2006
    • 2 replies
    • 5.1k views
    • 
    • jukeboy56
    • April 17, 2006

12. Reporting SEP contributions to IRS

    By Guest nirvana, April 7, 2004
    • 7 replies
    • 5.1k views
    • 
    • Gary Lesser
    • April 9, 2004

13. SEP and new 401k plan same year?

    By Guest Boots, August 10, 2011
    • 5 replies
    • 5.1k views
    • 
    • ETA Consulting LLC
    • August 24, 2011

14. Is amendment to SEP discriminatory?

    By Craig Schiller, March 12, 2013   

    • SEP and ability to amend
    • 15 replies
    • 5k views
    • 
    • Belgarath
    • January 2, 2019

15. SIMPLE IRA definition of Compensation

    By Guest ButchElfers, September 5, 2006
    • 3 replies
    • 4.9k views
    • 
    • Gary Lesser
    • September 6, 2006

16. Simple IRA re-hire/eligibility rules

    By Guest chris4013, December 30, 2003
    • 5 replies
    • 4.9k views
    • 
    • Gary Lesser
    • November 1, 2010

17. Terminating a Simple IRA plan and opening a 401k plan

    By Guest gfowler, September 17, 2004
    • 4 replies
    • 4.9k views
    • 
    • Appleby
    • September 18, 2004

18. SIMPLE IRA contributions made not using payroll

    By Cheryl Merritt, December 22, 2023
    • 7 replies
    • 4.9k views
    • 
    • Cheryl Merritt
    • January 2, 2024

19. SEP IRA contributions for owner, but not employees?

    By Guest hb95, April 3, 2013
    • 6 replies
    • 4.8k views
    • 
    • Bird
    • April 4, 2013

20. Correction methods for failing to make SEP contributions for employees

    By Guest, April 13, 2001
    • 10 replies
    • 4.8k views
    • 
    • Gary Lesser
    • September 24, 2001

21. sep vs keogh plan - contributions after age 70.5

    By Guest kprhok, August 8, 2007
    • 2 replies
    • 4.8k views
    • 
    • Guest
    • August 8, 2007

22. SIMPLE or SEP for freelance income? (first time post)

    By Guest cn22, March 26, 2007
    • 12 replies
    • 4.7k views
    • 
    • Gary Lesser
    • July 20, 2007

23. Qualification failure ..... Plan Document Failure...?

    By Guest Moe Howard2, April 19, 2005
    • 24 replies
    • 4.7k views
    • 
    • mbozek
    • May 10, 2005

24. Deferral of one-time bonus into SIMPLE

    By Guest bmurphy, July 13, 2005
    • 4 replies
    • 4.6k views
    • 
    • Gary Lesser
    • August 10, 2005

25. SIMPLE IRA - Move from 5305 to 5304

    By MjInvestments, December 3, 2019
    • 2 replies
    • 4.6k views
    • 
    • Appleby
    • December 4, 2019

26. Leased Employees

    By nancy, November 27, 2001
    • 7 replies
    • 4.5k views
    • 
    • Moe Howard
    • November 30, 2001

27. Mid Year start for SIMPLE IRA; full yr comp?

    By Guest ButchElfers, February 4, 2006
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • February 16, 2006

28. SEP contribution for terminated/lost employee

    By rfahey, April 8, 2010
    • 5 replies
    • 4.5k views
    • 
    • Gary Lesser
    • October 8, 2010

29. Company with SIMPLE IRA bought by Company with 401k

    By coleboy, May 16, 2018
    • 7 replies
    • 4.5k views
    • 
    • coleboy
    • May 24, 2018

30. Simple plan and SEP plan in the same year?

    By Guest archimedes_pie, April 1, 2006
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • April 3, 2006

31. Definition of owner's total "compensation" for an S-corp SIMPLE-IRA

    By Guest Steve Hample, August 25, 2005
    • 3 replies
    • 4.4k views
    • 
    • Guest
    • August 29, 2005

32. terminated employee and SIMPLE IRA

    By Guest SCB, January 23, 2007
    • 1 reply
    • 4.4k views
    • 
    • Gary Lesser
    • January 23, 2007

33. Terminating SAR-SEP and establishing a 401(k)

    By Guest Merrr, July 27, 2006
    • 3 replies
    • 4.4k views
    • 
    • saabraa
    • July 27, 2006

34. SEP IRA with Multiple Businesses

    By austincpa, August 15, 2022
    • 1 reply
    • 4.4k views
    • 
    • Gary Lesser
    • October 9, 2022

35. SIMPLE IRA - Control Group Issue

    By Guest carolinawind, August 28, 2007
    • 3 replies
    • 4.4k views
    • 
    • Gary Lesser
    • August 28, 2007

36. Terminate a SIMPLE Plan

    By Guest MELODY LOVE, February 21, 2001
    • 8 replies
    • 4.4k views
    • 
    • Gary Lesser
    • August 2, 2002

37. RMD Calculation

    By rfahey, January 15, 2013
    • 21 replies
    • 4.3k views
    • 
    • Gary Lesser
    • January 31, 2013

38. SIMPLE IRA - when employer goes out of business

    By Guest GB07, May 23, 2011
    • 1 reply
    • 4.3k views
    • 
    • ETA Consulting LLC
    • May 24, 2011

39. SEP AND CASH BALANCE PLANS

    By gcrechale, April 1, 2019   

    • sep cash balance
    • 5 replies
    • 4.3k views
    • 
    • Flyboyjohn
    • April 3, 2019

40. RETIREMENT PLAN ILLUSTRATION CALCULATOR

    By Gary Lesser, September 18, 2007
    • 4 replies
    • 4.2k views
    • 
    • Gary Lesser
    • November 26, 2008

41. SIMPLE-IRA Match not made

    By Guest Tbrown, November 24, 2009
    • 1 reply
    • 4.2k views
    • 
    • Guest
    • November 28, 2009

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

    By Guest tomhard, May 5, 2011
    • 8 replies
    • 4.2k views
    • 
    • ETA Consulting LLC
    • May 7, 2011

43. integrated SEP for sole prop

    By Guest Bob Monte, August 31, 2001
    • 22 replies
    • 4.2k views
    • 
    • Gary Lesser
    • March 18, 2002

44. SARSEP - effect of unsigned original adoption agreement

    By Guest blaum8, March 21, 2003
    • 13 replies
    • 4.2k views
    • 
    • Gary Lesser
    • April 10, 2003

45. SIMPLE contribution - can it be stopped mid year?

    By Pension Panda, February 24, 2009
    • 1 reply
    • 4.2k views
    • 
    • Gary Lesser
    • February 24, 2009

46. SIMPLE IRA SET UP

    By Guest Gary S, January 9, 2007
    • 15 replies
    • 4.1k views
    • 
    • Gary Lesser
    • January 19, 2007

47. Simple IRA and 401(k) in a controlled group

    By Guest fiddler, March 19, 2007
    • 2 replies
    • 4k views
    • 
    • J Simmons
    • March 22, 2007

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

    By Guest wmsgray, July 29, 1999
    • 2 replies
    • 4k views
    • 
    • Kathy
    • August 3, 1999

49. SEP-IRA account title

    By B21, October 11, 2012
    • 1 reply
    • 4k views
    • 
    • Gary Lesser
    • October 11, 2012

50. Multiple businesses

    By SMB, March 31, 2009
    • 3 replies
    • 4k views
    • 
    • J Simmons
    • April 4, 2009