SEP, SARSEP and SIMPLE Plans

1,536 topics in this forum

1. SIMPLE/SEP usage by a partnership

   By Guest Sheri, March 6, 2002
   • 2 replies
   • 1.8k views
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   • Belgarath
   • March 6, 2002

2. SEP and Profit Sharing Plan

   By DP, March 4, 2002
   • 1 reply
   • 1.6k views
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   • mbozek
   • March 5, 2002

3. Employer contributions to SIMPLE-IRA

   By Guest Steven Hoksch, March 1, 2002
   • 3 replies
   • 2k views
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   • wmyer
   • March 4, 2002

4. SEP Distributions

   By Guest Pcoco, February 21, 2002
   • 1 reply
   • 1.4k views
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   • Appleby
   • February 26, 2002

5. SARSEP top-paid group

   By Guest JPAdmin, February 22, 2002
   • 2 replies
   • 1.7k views
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   • Guest
   • February 26, 2002

6. Simple Ira

   By Guest 401kproman, February 19, 2002
   • 3 replies
   • 1.7k views
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   • Gary Lesser
   • February 21, 2002

7. Sar Sep ?

   By Guest JimJ, February 19, 2002
   • 10 replies
   • 2.8k views
   • 
   • Gary Lesser
   • February 21, 2002

8. Can an individual partner sponsor a SEP?

   By chris, February 19, 2002
   • 1 reply
   • 1.6k views
   • 
   • Appleby
   • February 20, 2002

9. Contribution Question

   By Archimage, February 15, 2002
   • 3 replies
   • 1.7k views
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   • Gary Lesser
   • February 19, 2002

10. Sarsep 15% of Contribution

    By Guest mariaguzzetta, February 13, 2002
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • February 14, 2002

11. top heavy sar sep

    By Guest mariaguzzetta, February 13, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 14, 2002

12. SIMPLE-IRAs: minimum contributions?

    By Guest amfam2, February 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • February 14, 2002

13. Simple IRA and LLC

    By Guest kla1, February 14, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • February 14, 2002

14. sar sepp sponsor changes to s-corp.

    By Guest De Nollid, January 26, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • February 13, 2002

15. Has operational guidance raised the SEP contribution limits to 25%?

    By Guest Philip Simpkins, January 17, 2002
    • 5 replies
    • 1.7k views
    • 
    • Erik Read
    • February 12, 2002

16. Definition of Compensation for match

    By bdeancpa, January 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • February 7, 2002

17. 15% limit

    By nancy, January 25, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • February 4, 2002

18. SEP Contribution after termination of SEP

    By Guest Taxman, October 22, 2001
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • February 2, 2002

19. When does an employee become eligible in a SEP

    By Guest gjccpa, January 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • January 19, 2002

20. What does the word "maintain" really mean, rergarding a SIM

    By Moe Howard, January 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • January 11, 2002

21. SEP-IRA, 401(k) and co-employment

    By Guest WESKI4, January 10, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 11, 2002

22. Converting a SIMPLE to a Safe Harbor 401(k) Plan

    By Guest Joe Vasko, January 5, 2002
    • 3 replies
    • 2.2k views
    • 
    • Gary Lesser
    • January 11, 2002

23. Converting or Amending Profit Sharing into SIMPLE

    By Guest lavander30, January 3, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • January 10, 2002

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

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

25. SIMPLE IRA and EGTRRA changes for 2002

    By Guest Bill U., January 4, 2002
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 10, 2002

26. SEP IRA Plan

    By Guest Darcy L. Hitesman, January 8, 2002
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • January 8, 2002

27. Removal of excess contributions with negative earnings

    By Guest bmurphy, December 27, 2001
    • 4 replies
    • 3.8k views
    • 
    • Gary Lesser
    • January 8, 2002

28. Rollover to SEP from Traditional IRA

    By bzorc, January 3, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • January 3, 2002

29. Sarsep

    By Guest cypress, December 14, 2001
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • January 3, 2002

30. SAR-SEP fails 50% participation test

    By Earl, February 14, 2001
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • January 3, 2002

31. Multiple Plans Coordination in General

    By Guest SteveHample, January 3, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 3, 2002

32. Simple IRA

    By Guest DICK@FBA, December 31, 2001
    • 2 replies
    • 1.7k views
    • 
    • Gary Lesser
    • January 3, 2002

33. W-2 Box 13

    By Guest Dion, January 2, 2002
    • 5 replies
    • 6.5k views
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    • Appleby
    • January 3, 2002

34. Are Simple 401(k) Plans subject to 410(b)?

    By Guest Joe Vasko, December 21, 2001
    • 5 replies
    • 2.6k views
    • 
    • Belgarath
    • December 27, 2001

35. Annual Reporting Requirements?

    By Guest Boilerburm, December 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 21, 2001

36. Simple Ira Overcontributions

    By Felicia, December 12, 2001
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • December 18, 2001

37. Simple Ira

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

38. Simple-IRA for new sole propritor.

    By Moe Howard, November 29, 2001
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • December 18, 2001

39. SIMPLE IRA Plan. Unsure if controlled group poses a problem

    By Guest Dennis Hennessy, December 11, 2001
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • December 13, 2001

40. Switch from 403(b) to SEP?

    By Guest Marty M, December 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • December 6, 2001

41. 401(k) and SEP plans existing together

    By Guest TracyAndrews, March 23, 2001
    • 3 replies
    • 1.9k views
    • 
    • R. Butler
    • December 5, 2001

42. Simple IRAs

    By Guest spritcha, December 4, 2001
    • 3 replies
    • 1.7k views
    • 
    • Appleby
    • December 5, 2001

43. Leased Employees

    By nancy, November 27, 2001
    • 7 replies
    • 4.8k views
    • 
    • Moe Howard
    • November 30, 2001

44. SEP for self employed

    By R. Butler, November 28, 2001
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 29, 2001

45. Is IRS aware that EGTRRA never amended IRC 402(h)(2) for SEPs ?

    By Moe Howard, November 21, 2001
    • 3 replies
    • 2.3k views
    • 
    • Gary Lesser
    • November 22, 2001

46. SEP Plan is ineligible because company is part of a large controlled G

    By Guest Todd Lehmann, November 2, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 21, 2001

47. Rolling over a SIMPLE IRA to 401(k) after EGTRRA

    By Guest claretcollector, November 21, 2001
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • November 21, 2001

48. Can existing grandfathered SARSEP Plan be moved to a new custodian?

    By Guest Andy C, November 19, 2001
    • 3 replies
    • 3.3k views
    • 
    • Appleby
    • November 20, 2001

49. Compensation for match

    By k man, November 12, 2001
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • November 12, 2001

50. Integrated SEPs

    By Guest Maxwell, November 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • November 9, 2001