SEP, SARSEP and SIMPLE Plans

1,535 topics in this forum

1. Multiple ownership - multiple plan types

   By Guest LSULLIVAN, August 12, 2009
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • August 12, 2009

2. SAR-SEP's Prototype to Model?

   By Guest Patrick M, September 19, 2002
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • September 26, 2002

3. SIMPLE IRA Exceptions – can more than one plan be offered?

   By Francis, October 15, 2010
   • 2 replies
   • 1.4k views
   • 
   • Gary Lesser
   • November 1, 2010

4. Point of this board?

   By Guest CJF, April 12, 2000
   • 3 replies
   • 1.4k views
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   • BeckyMiller
   • April 18, 2000

5. 1099-R Reporting

   By Guest AFRICA6796, October 18, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • October 18, 2001

6. Definition of "Earned Income"

   By Gary Lesser, September 29, 2010
   • 0 replies
   • 1.4k views
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   • Gary Lesser
   • September 29, 2010

7. SIMPLE distributions

   By Guest R. Daestrom, October 11, 2004
   • 6 replies
   • 1.4k views
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   • Appleby
   • October 12, 2004

8. Controlled Group question

   By Guest cdizzle, June 23, 2004
   • 2 replies
   • 1.4k views
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   • Guest
   • June 25, 2004

9. Unrelated Business Taxable Income

   By jane123, August 29, 2003
   • 1 reply
   • 1.4k views
   • 
   • Gary Lesser
   • September 1, 2003

10. SEP & Roth

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

11. May partners elect out of coverage of partnership's SEP?

    By Guest moosegirl, November 19, 2004
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 20, 2004

12. SEP Plan Sponsor Entity Changed mid-year

    By MarZDoates, September 9, 2002
    • 2 replies
    • 1.4k views
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    • MarZDoates
    • September 13, 2002

13. Model SEP and Qualified 401(k) in Same Year

    By Guest DGM, December 16, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 16, 2004

14. acceptable investments for SEP/SARSEP

    By Guest dsbinc, February 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 29, 2000

15. SEP Years of Service for Spouse

    By jukeboy56, February 15, 2014
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • February 18, 2014

16. Employee will not fill out IRA application

    By austin3515, December 24, 2014
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • December 26, 2014

17. Taking prior year contibs out of SEP

    By Guest Mike Visse, September 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • September 20, 2001

18. Exception to 10% early withdrawal penalty

    By Guest bmurphy, October 13, 2004
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 13, 2004

19. SIMPLE IRA

    By Guest jmc51, January 19, 2011
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 25, 2011

20. SEP contribution for deceased owner

    By katieinny, March 13, 2003
    • 2 replies
    • 1.4k views
    • 
    • katieinny
    • March 17, 2003

21. SEP prior years Simple coming year

    By Guest Dale, September 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • September 18, 1999

22. Per Diem Employees

    By Doogan, March 23, 2021
    • 4 replies
    • 1.4k views
    • 
    • Doogan
    • March 23, 2021

23. Employee Limit for SEP's?

    By Guest, October 25, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 26, 1999

24. Simple IRA excess contributions

    By Dazednconfused, February 17, 2010
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • March 1, 2010

25. Terminating a SIMPLE.

    By Guest Thornton, January 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 13, 2003

26. Is ther any such thing as a 3% safe harbor SAR SEP Plan ?

    By Guest rffahey, November 22, 2003
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 24, 2003

27. SEP contribution not made for ee

    By Monica Barnard, October 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • November 7, 2007

28. SIMPLE $6,000 Limit

    By bzorc, March 1, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 23, 2000

29. SIMPLE - is the contribution based on correct compensation

    By Jakyasar, April 13, 2023
    • 2 replies
    • 1.4k views
    • 
    • AnnCK
    • April 14, 2023

30. 401(k) to replace SImple IRA

    By Guest MrBoldman, February 7, 2005
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • February 11, 2005

31. MULTIPLE SIMPLE DEFERRAL LIMIT

    By Guest AFRICA, August 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 8, 1999

32. Cancel a SEP

    By Fisher, August 29, 2008
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • August 31, 2008

33. Simple IRA deferrals

    By Lori Foresz, October 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • March 15, 2004

34. Top heavy contribution to SARSEP required if catch-up only

    By Bird, December 15, 2017
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • December 19, 2017

35. Excluding Eligible Employees From SEP

    By Guest Janis Winterhof, February 25, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • February 25, 2000

36. SARSEP Qualified Plan for 1999

    By Hoard1, November 24, 1999
    • 1 reply
    • 1.4k views
    • 
    • Hoard1
    • November 24, 1999

37. SEP v. SARSEP v. PROFIT SHARING PLAN

    By Guest inquiry2, October 27, 2003
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • October 28, 2003

38. 5305 (model) SEP contributions with Solo 401(k)

    By shutdown, December 31, 2018
    • 5 replies
    • 1.4k views
    • 
    • Larry Starr
    • January 2, 2019

39. Simple Ira

    By Guest Bill U., December 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • December 18, 2001

40. Acquired company with a Simple 401(k)

    By AndyH, December 7, 2012
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • December 7, 2012

41. Client has SEP wants 401(k)

    By Guest amm19, February 25, 2003
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • February 25, 2003

42. SEP Plan Amendments

    By amadeus229, September 18, 2015
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • February 15, 2016

43. SIMPLE for non-incorporated businesses?

    By Guest Thornton, May 31, 2002
    • 2 replies
    • 1.4k views
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    • Appleby
    • June 4, 2002

44. SEP - Missed Contributions for Multiple Years

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

45. SEP IRA missed employee contribution correction

    By JTWeave, April 24, 2020
    • 4 replies
    • 1.4k views
    • 
    • Luke Bailey
    • April 25, 2020

46. Small Employer Fewer than 25 eligible employees - Can they elect the 4% Match under SECURE 2.0

    By 401kology, March 1, 2024   

    • simple ira
    • secure 2.0
    • 2 replies
    • 1.4k views
    • 
    • 401kology
    • March 4, 2024

47. SIMPLE IRA Force-Out Distribution

    By HafnerN1, February 9, 2017   

    • simple
    • ira
    • 2 replies
    • 1.4k views
    • 
    • HafnerN1
    • February 10, 2017

48. SEP employee contributions

    By Guest robmc, March 12, 2013
    • 4 replies
    • 1.4k views
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    • masteff
    • March 13, 2013

49. Invest in LLC

    By Guest Tara Curran, June 7, 2002
    • 3 replies
    • 1.4k views
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    • mbozek
    • June 9, 2002

50. SEP-IRA and non integrated 401(K) together

    By Guest firstq, January 9, 2003
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 13, 2003