SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SEP final year

   By Guest 5500, September 29, 2004
   • 1 reply
   • 1.3k views
   • 
   • Gary Lesser
   • October 12, 2004

2. SEP and 401(k) question

   By cpc0506, October 31, 2014
   • 3 replies
   • 1.3k views
   • 
   • Lou S.
   • October 31, 2014

3. 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
   • 1.3k views
   • 
   • 401kology
   • March 4, 2024

4. SIMPLE IRA deferrals - are they employee assets or employer's?

   By Guest amfam2, February 10, 2003
   • 4 replies
   • 1.3k views
   • 
   • Gary Lesser
   • March 4, 2003

5. Simple: ER contribs and Comp

   By ombskid, August 7, 2012
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • August 7, 2012

6. Interpretation of the Model Salary Reduction Agreement

   By Belgarath, January 13, 2016
   • 2 replies
   • 1.3k views
   • 
   • Belgarath
   • January 14, 2016

7. SEP - Am I eligible?

   By Guest grokohl, December 29, 2006
   • 1 reply
   • 1.3k views
   • 
   • rcline46
   • December 29, 2006

8. Existing Profit Sharing Plan to be terminated

   By John Feldt ERPA CPC QPA, March 9, 2009
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • March 9, 2009

9. 2016 SEP for a Solo followed by a contribution in January is disqualified by adoption of a Cash Balance Plan in 2016

   By CharlesLeggette, July 12, 2016
   • 4 replies
   • 1.3k views
   • 
   • Calavera
   • July 13, 2016

10. Compensation definition in SIMPLE

    By rfahey, April 4, 2012
    • 2 replies
    • 1.3k views
    • 
    • PensionPro
    • April 4, 2012

11. SEP and 401k in same year (husband & wife)

    By MGOAdmin, January 12, 2017   

    • sep
    • 401k
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • January 19, 2017

12. SARSEP possible for Non-Profits?

    By NonProfit GC, February 10, 2021
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 13, 2021

13. SEP for owner while 401(k) maintained for staff?

    By Guest hpaine, December 30, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • December 31, 2003

14. Employer late with payments to SEP and simple IRA

    By ghost31, April 21, 2016
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • April 21, 2016

15. Simple - IRA Plan Eligibility

    By Guest ban1957, August 16, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • August 16, 2004

16. SIMPLE IRA prototype - can we use documents while waiting for IRS fili

    By Guest amfam2, January 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • January 23, 2003

17. Is excessSEP/IRA contribution also subject to early distribution penalty of 10%?

    By Guest Taxlady1040, March 19, 2014
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • March 19, 2014

18. SIMPLE SEP amendment

    By Guest Shelton, April 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • April 24, 2002

19. Loans in a SIMPLE

    By Guest Big Show, September 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • September 17, 2002

20. Sep IRA exception to age 70 1/2 RMD?

    By Jim Chad, September 9, 2014
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 9, 2014

21. SEP IRA deductions for non-calendar year question

    By Justin, August 7, 2018   

    • sep ira
    • sep
    • 2 replies
    • 1.3k views
    • 
    • Justin
    • August 21, 2018

22. Rollovers from SIMPLE IRAs

    By Felicia, October 10, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 25, 2002

23. Sep At Multiple Brikerage Accounts

    By Guest ban1957, February 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • February 18, 2003

24. SIMPLE Plan and TSP Contributions

    By Guest tac, April 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 24, 2004

25. sep and traditional db plan

    By Guest anico greg, January 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2009

26. new 401k,but maintained SIMPLE

    By Guest LTurner, February 27, 2003
    • 5 replies
    • 1.3k views
    • 
    • Gary Lesser
    • March 6, 2003

27. Controlled Group Fact Pattern?

    By Gary Lesser, October 14, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • October 14, 2003

28. 5305 SEP & P/S Plan

    By katieinny, September 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • September 10, 2003

29. Aggregation of SARSEP w/ Qualified Plan

    By Guest sammy, December 3, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • December 6, 2003

30. Handling a SIMPLE IRA plan when sponsor is acquired

    By Scuba 401, October 6, 2017
    • 3 replies
    • 1.2k views
    • 
    • Scuba 401
    • October 9, 2017

31. Missing 30 day window for contributions

    By bzorc, February 25, 2004
    • 5 replies
    • 1.2k views
    • 
    • Appleby
    • February 26, 2004

32. Compensation Limit

    By Lori Foresz, August 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • August 30, 2004

33. Non-profit

    By Guest RAA, March 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • March 6, 2003

34. Simple 401k Plan, Roth Contributions

    By Guest sviola, May 18, 2011
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 14, 2011

35. When was last amendment of a SEP or SARSEP required?

    By Jim Chad, October 1, 2015
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 5, 2015

36. SEP Document Requirement

    By Fisher, June 4, 2008
    • 2 replies
    • 1.2k views
    • 
    • Fisher
    • June 5, 2008

37. Exclusion Allowance

    By Gary Lesser, April 28, 2004
    • 0 replies
    • 1.2k views
    • 
    • Gary Lesser
    • April 28, 2004

38. Simple ira terminated to a "newly established" Safe Harbor 401

    By Lori H, February 9, 2015
    • 1 reply
    • 1.2k views
    • 
    • Flyboyjohn
    • February 9, 2015

39. SIMPLE IRA limits for self employed

    By steve-o, February 24, 2015
    • 0 replies
    • 1.2k views
    • 
    • steve-o
    • February 24, 2015

40. Annuity in SEP

    By KateSmithPA, December 18, 2012
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • December 18, 2012

41. Owner contributins to simple 401k

    By Guest spencerhos, April 7, 2005
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • April 8, 2005

42. Addition SIMPLE Set Up Question

    By Guest Gary S, January 11, 2007
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • January 17, 2007

43. SIMPLE IRA as a 1 Year "substitute"

    By SMB, November 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • SMB
    • November 27, 2004

44. Simple 401(k)

    By MBCarey, June 13, 2002
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • June 14, 2002

45. 401(k) and SIMPLE IRA

    By Guest ars, February 2, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 2, 2000

46. SIMPLE-IRA correction under Rev Proc 2013-12 - W-2 coding?

    By Belgarath, March 12, 2015
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • March 12, 2015

47. Simple 401(k) Compensation for Self Employed

    By Richard Anderson, July 2, 2002
    • 2 replies
    • 1.2k views
    • 
    • Richard Anderson
    • July 3, 2002

48. SEP and Incidental Benefits

    By Guest brenns99, November 19, 2002
    • 2 replies
    • 1.2k views
    • 
    • Gary Lesser
    • November 29, 2002

49. SEP funding and "reason" for extension

    By Guest Steve Palmer, April 6, 2004
    • 3 replies
    • 1.2k views
    • 
    • Gary Lesser
    • April 7, 2004

50. Invalidate SEP IRA and New DB Plan for 2021

    By Ananda, December 17, 2021
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • December 17, 2021