SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. 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

2. simple contribution limits

   By Guest Dan Shea, December 8, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • December 8, 1999

3. Starting 401(k) and Defined Benefit Plan when a SEP is being "maintained."

   By rblum50, June 28, 2023
   • 2 replies
   • 1.5k views
   • 
   • rblum50
   • July 9, 2023

4. 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

5. 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

6. Revocation of a SIMPLE 401K

   By Guest JEP, October 18, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • October 18, 2001

7. Employer unable to make contributions to SIMPLE IRA

   By Guest Parker, August 13, 1999
   • 1 reply
   • 1.5k views
   • 
   • Gary Lesser
   • August 16, 1999

8. Terminated 401(k) Plan and New SIMPLE IRA Plan

   By Guest PhDay, December 8, 2010
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • December 9, 2010

9. Termination of PS plan in 2003 (not yet funded); OK to start SIMPLE plan 10/1/03?

   By MarZDoates, September 15, 2003
   • 7 replies
   • 1.5k views
   • 
   • Appleby
   • April 22, 2004

10. Oh no! Some more SIMPLE-401(k) questions

    By Moe Howard, January 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 10, 2002

11. Stupid SEP funding question

    By MarZDoates, January 24, 2003
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • January 24, 2003

12. simple max when ee works for two unrelated ers

    By Guest Terryjohn316, February 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 10, 2001

13. Contributions to SEP that violate 415(c)

    By Luke Bailey, December 10, 2019
    • 6 replies
    • 1.5k views
    • 
    • Gary Lesser
    • February 18, 2020

14. Short year SEP allowed?

    By steve-o, April 26, 2006
    • 1 reply
    • 1.5k views
    • 
    • ERISAnut
    • April 26, 2006

15. SIMPLE and late deferrals

    By BFree, April 9, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 10, 2003

16. Traditional 401(k) converts to Simple 401(k).

    By Guest Paul McDonald, January 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • jkharvey
    • January 20, 2000

17. 415 limit for 2001 (integrated plan)

    By Guest, December 5, 2000
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • December 20, 2000

18. Concerns w/ Financial Advisor Handling SIMPLE IRA

    By EDB, November 6, 2019
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • November 8, 2019

19. Maximum Allocation in SEP

    By Guest CharlieLaur, February 11, 2011
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • April 22, 2011

20. Sarsep

    By Guest JimD, October 18, 2001
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 21, 2001

21. Simple and SEP?

    By Guest PeveArwen, August 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • August 27, 2001

22. changing from a 401(k) to a SIMPLE

    By FJR, September 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • September 17, 2002

23. SIMPLE IRA Late Salary Reduction Contributions

    By Roger389, February 19, 2020
    • 5 replies
    • 1.4k views
    • 
    • Larry Starr
    • February 20, 2020

24. young married couple looking to do something with self employed income. SEP?

    By Lori H, April 7, 2005
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • April 8, 2005

25. allowable sep contribution if participating in another plan

    By Guest Elizabeth Gaskins, March 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 2002

26. SEP Problem

    By Guest ohioattorney, June 28, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 28, 2013

27. SARSEP to Qualified Plan

    By Guest jcj, October 28, 2003
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • October 28, 2003

28. When must a SAR/SEP be modified when the particpant count exceeds 25?

    By Guest Roger, August 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 3, 1999

29. 415 Limit for Employee who is participant in 401(k) Plan and wants to

    By Lynn Campbell, June 27, 2000
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • August 29, 2000

30. SEP rollover to 401(k) - 2 year requirement?

    By FundeK, October 21, 2004
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 21, 2004

31. Correcting a mistaken contribution to a SEP.

    By Guest emily ward, April 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 18, 2001

32. Successor SEP

    By Guest lmcgill, March 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Bill Berke
    • March 8, 2001

33. Terminating 401(k) - Establishing SIMPLE IRA

    By SMB, June 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 4, 2001

34. Leaving LLP and ongoing receivables - plan allowed?

    By Dawn Hafner, April 30, 2001
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • May 9, 2001

35. New SIMPLE PLan for 2012

    By rfahey, December 4, 2012
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • March 28, 2013

36. Self-Employed Sole Proprietorship & Partnership

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

37. Self Correction Available?

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

38. Affiliated service group in this situation?

    By Guest LTurner, January 31, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 31, 2003

39. One SEP for owner and another SEP for employees?

    By Guest DaveHead, December 15, 2014   

    • SEP
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • December 16, 2014

40. Small Doctor Group - Emergency Room Setting

    By CLE401kGuy, January 20, 2014
    • 2 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • January 22, 2014

41. Does SIMPLE match apply to group-term life ins included in wages on W-

    By Guest JDVJr, December 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 29, 2001

42. SIMPLE State Tax Treatment of Employee Deferrals

    By Guest Fishchick, July 28, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 28, 1999

43. Corporate officer receiving no salary included in SIMPLE?

    By Guest Steven Hoksch, April 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • April 24, 2002

44. SEP Excess Amount

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

45. Is SEP a Plan for 5500 $100,000 rule?

    By Guest Lisa Karlin, August 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • August 22, 2003

46. Partnership Info Needed

    By Guest Don N, March 1, 2000
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • August 29, 2000

47. Employee funded SEP & MPP

    By Guest R.Patterson, April 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 23, 2002

48. Remove SEP Contributions?

    By Dazednconfused, July 8, 2021
    • 2 replies
    • 1.4k views
    • 
    • JackS
    • July 8, 2021

49. Simple IRA plan - required to contribute?

    By Guest lany, September 26, 2006
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • September 26, 2006

50. Can I have a plan if I have SIMPLE?

    By Jakyasar, August 25, 2020
    • 6 replies
    • 1.4k views
    • 
    • Bill Presson
    • August 31, 2020