SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SAR-SEP's Prototype to Model?

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

2. Controlled Group question

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

3. Point of this board?

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

4. 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

5. Definition of "Earned Income"

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

6. SEP & Roth

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

7. 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

8. SIMPLE distributions

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

9. Multiple ownership - multiple plan types

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

10. Unrelated Business Taxable Income

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

11. acceptable investments for SEP/SARSEP

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

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

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

13. 1099-R Reporting

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

14. SEP Plan Sponsor Entity Changed mid-year

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

15. Exception to 10% early withdrawal penalty

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

16. SEP contribution for deceased owner

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

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. SIMPLE IRA

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

19. 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

20. Terminating a SIMPLE.

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

21. SEP Years of Service for Spouse

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

22. SEP prior years Simple coming year

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

23. Employee will not fill out IRA application

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

24. Simple IRA excess contributions

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

25. SEP contribution not made for ee

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

26. SIMPLE $6,000 Limit

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

27. Employee Limit for SEP's?

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

28. Cancel a SEP

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

29. Per Diem Employees

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

30. Simple IRA deferrals

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

31. MULTIPLE SIMPLE DEFERRAL LIMIT

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

32. 401(k) to replace SImple IRA

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

33. SEP v. SARSEP v. PROFIT SHARING PLAN

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

34. SARSEP Qualified Plan for 1999

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

35. Excluding Eligible Employees From SEP

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

36. Simple Ira

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

37. Acquired company with a Simple 401(k)

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

38. Client has SEP wants 401(k)

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

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

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

40. SIMPLE for non-incorporated businesses?

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

41. SEP - Missed Contributions for Multiple Years

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

42. SEP Plan Amendments

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

43. Invest in LLC

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

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

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

45. SEP employee contributions

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

46. Simple 401(k) PLan

    By Guest Dee Kratz, October 24, 2002
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • October 31, 2002

47. NO Contributions to SIMPLE but not officially terminated

    By Lori Foresz, January 12, 2005
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 12, 2005

48. Person with 401k at work and self employment SIMPLE?

    By Guest mhalvor, December 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • December 19, 2005

49. SEP Eligibility and Deduction Limit

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

50. 5305 (model) SEP contributions with Solo 401(k)

    By shutdown, December 31, 2018
    • 5 replies
    • 1.3k views
    • 
    • Larry Starr
    • January 2, 2019