SEP, SARSEP and SIMPLE Plans

1,529 topics in this forum

1. Stupid SEP funding question

   By MarZDoates, January 24, 2003
   • 3 replies
   • 1.4k views
   • 
   • Gary Lesser
   • January 24, 2003

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

   By Guest PhDay, December 8, 2010
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • December 9, 2010

3. Employer unable to make contributions to SIMPLE IRA

   By Guest Parker, August 13, 1999
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • August 16, 1999

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

   By Guest TJG, October 27, 1999
   • 2 replies
   • 1.4k views
   • 
   • Gary Lesser
   • November 9, 1999

5. 415 limit for 2001 (integrated plan)

   By Guest, December 5, 2000
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • December 20, 2000

6. SIMPLE and late deferrals

   By BFree, April 9, 2003
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • April 10, 2003

7. simple max when ee works for two unrelated ers

   By Guest Terryjohn316, February 6, 2001
   • 1 reply
   • 1.4k views
   • 
   • Appleby
   • February 10, 2001

8. SEP sponsored by ineligible employer

   By mariemonroe, October 22, 2018
   • 12 replies
   • 1.4k views
   • 
   • Luke Bailey
   • October 25, 2018

9. Simple and SEP?

   By Guest PeveArwen, August 26, 2001
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • August 27, 2001

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

    By Moe Howard, January 4, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 10, 2002

11. Maximum Allocation in SEP

    By Guest CharlieLaur, February 11, 2011
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • April 22, 2011

12. Sarsep

    By Guest JimD, October 18, 2001
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • October 21, 2001

13. allowable sep contribution if participating in another plan

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

14. SARSEP to Qualified Plan

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

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

    By Guest Paul McDonald, January 20, 2000
    • 1 reply
    • 1.4k views
    • 
    • jkharvey
    • January 20, 2000

16. SEP Problem

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

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

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

18. Successor SEP

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

19. Correcting a mistaken contribution to a SEP.

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

20. 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

21. 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

22. Self Correction Available?

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

23. Affiliated service group in this situation?

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

24. S corp shareholder simple deferrals not deposited

    By cpa2000, January 23, 2017
    • 6 replies
    • 1.4k views
    • 
    • cpa2000
    • February 13, 2017

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

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

26. Self-Employed Sole Proprietorship & Partnership

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

27. Leaving LLP and ongoing receivables - plan allowed?

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

28. 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

29. Terminating 401(k) - Establishing SIMPLE IRA

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

30. SIMPLE State Tax Treatment of Employee Deferrals

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

31. New SIMPLE PLan for 2012

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

32. SEP Excess Amount

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

33. 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

34. 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

35. Employee funded SEP & MPP

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

36. Excess Contributions to SARSEP due to Compensation Error

    By Guest nihalsa, January 22, 2001
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 30, 2001

37. Partnership Info Needed

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

38. Simple IRA plan - required to contribute?

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

39. Short year SEP allowed?

    By steve-o, April 26, 2006
    • 1 reply
    • 1.4k views
    • 
    • ERISAnut
    • April 26, 2006

40. Withdrawal of excess contributions

    By Guest P A Weick, May 6, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • May 6, 2003

41. SIMPLE IRA Late Salary Reduction Contributions

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

42. Can an employer make a catchup contribution to a SEP?

    By Guest BeanCounter, March 15, 2005
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • March 15, 2005

43. 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

44. SEP established incorrectly?

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

45. SIMPLE IRA AND PARTNERSHIPS

    By Felicia, December 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • December 16, 2004

46. switch from SH 401(k) to SIMPLE - timing of 401(k) deposits

    By M Norton, October 6, 2009
    • 5 replies
    • 1.4k views
    • 
    • jevd
    • October 8, 2009

47. Compensation Caculation Period in a Simple IRA Compensation Cacualtion

    By Hoard1, May 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Hoard1
    • May 25, 1999

48. Small Doctor Group - Emergency Room Setting

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

49. Overcontribution to prior year SEP of self-employed person

    By Guest CarolM, October 15, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 15, 1999

50. 1 SARSEP 2 Documents?

    By KateSmithPA, March 2, 2005
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • March 2, 2005