SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. deferrals made without plan in place

   By Guest gjertsen, April 2, 2009
   • 2 replies
   • 1.1k views
   • 
   • Bird
   • April 3, 2009

2. Wants to convert from SEP to DB Plan in 2004

   By Guest JVH, September 20, 2004
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • September 21, 2004

3. SIMPLE IRA - Omit Former Employees - Loopholes?

   By DR245, December 22, 2020
   • 8 replies
   • 1.1k views
   • 
   • acm_acm
   • December 23, 2020

4. SEPs, SIMPLEs, creditors

   By Santo Gold, September 14, 2010
   • 2 replies
   • 1.1k views
   • 
   • Gary Lesser
   • September 15, 2010

5. Eligibility issues when going from SEP to a 401k

   By Guest dubya, June 16, 2004
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • June 16, 2004

6. SEP and the 7.5% Gateway

   By Gary Lesser, February 5, 2004
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • February 18, 2004

7. Nonuniform allocation rates in SEP

   By cathyw, January 9
   • 4 replies
   • 1.1k views
   • 
   • cathyw
   • January 11

8. must we use document sponsor for all investments in a Sep?

   By Jim Chad, May 13, 2016
   • 5 replies
   • 1.1k views
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   • jpod
   • May 16, 2016

9. Partner SEP Contribution

   By mjf06241972, April 9, 2019
   • 6 replies
   • 1.1k views
   • 
   • mjf06241972
   • April 11, 2019

10. Military Leave and SIMPLE IRA

    By Guest Harley52, July 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • July 30, 2009

11. Comp paid in an LLC

    By bzorc, March 25, 2009
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • March 25, 2009

12. Not so SIMPLE IRA

    By Guest Fauxqui, March 10, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 16, 2003

13. Defined benefit plan with SEP

    By Guest draper, October 28, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 29, 2003

14. Changing SIMPLE IRA from 5304 SIMPLE to 5305 SIMPLE

    By M Norton, September 7, 2023   

    • simple plan restatement
    • simple plan change
    • 0 replies
    • 1.1k views
    • 
    • M Norton
    • September 7, 2023

15. SARSEP to better plan

    By Guest arolson, October 14, 2002
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 24, 2002

16. Simple ER Contributions

    By Guest Pete Joachim, March 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 10, 2004

17. SIMPLE correction procedures

    By Santo Gold, April 1, 2014
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • April 7, 2014

18. change in corporate structure and SEPs

    By eilano, January 8, 2004
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • January 9, 2004

19. Deducted Simple Contributions from Employee but never signed employee up for plan nor ever gave any notice of participation

    By Meem, August 10, 2018   

    • simple plan
    • erisa no match or plan set up
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • August 13, 2018

20. Sep's For Self-employed Owner

    By Guest Gonzalos, October 31, 2002
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • October 31, 2002

21. SIMPLE IRA and 457(b)

    By John Feldt ERPA CPC QPA, November 6, 2015   

    • exclusive plan
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 6, 2015

22. COLA Chart for Smaller Business Owners

    By Gary Lesser, February 23
    • 2 replies
    • 1.1k views
    • 
    • JRN
    • February 24

23. simple 401k eligibility

    By Guest nipa, January 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 23, 2004

24. SEP

    By Guest ingridak, January 22, 2014   

    • union
    • status change non-union
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 22, 2014

25. SIMPLE self employed match

    By Guest nicola, February 27, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2009

26. SEP IRA?

    By Guest sugar daddy, March 8, 2011
    • 2 replies
    • 1.1k views
    • 
    • Calavera
    • March 9, 2011

27. 5305-SEP, okay to submit a March 2002 version under VCP

    By katieinny, August 10, 2012
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • September 7, 2012

28. Employer quit making SIMPLE IRA match in March.

    By Lori H, October 29, 2010
    • 0 replies
    • 1.1k views
    • 
    • Lori H
    • October 29, 2010

29. SEP, SARSEP, SIMPLE and TSA Software Programs

    By Gary Lesser, October 10, 2002
    • 0 replies
    • 1.1k views
    • 
    • Gary Lesser
    • October 10, 2002

30. Dissolving sponsor

    By k man, August 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • August 26, 2003

31. Eligible for SEP?

    By Dougsbpc, May 24, 2014
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • May 27, 2014

32. SEP Conversion?

    By Tinman, December 6, 2022
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • December 6, 2022

33. SEP and a 401k

    By Tom Poje, February 17, 2014
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 18, 2014

34. SIMPLE 401(k) deadline ?

    By Guest kdm, November 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 25, 2003

35. Rollover from SIMPLE IRA to 401K

    By rfahey, June 16, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • June 16, 2014

36. Employee Contributions

    By Guest kum4363, October 14, 2008
    • 1 reply
    • 1.1k views
    • 
    • ERISAnut
    • October 14, 2008

37. SEP funding and filing tax return

    By ombskid, April 12, 2016
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • April 13, 2016

38. SIMPLE Notice penalties

    By Guest ERISAweasel, May 14, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 9, 2003

39. Contribution deadline for non-profits

    By Guest bmurphy, November 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • November 23, 2004

40. Is there anything to prevent a MP plan from converting to a SIMPLE-401(k)?

    By Tetsuro, July 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • July 15, 2004

41. Can a SEP operate on a fiscal year?

    By M Norton, November 30, 2020
    • 2 replies
    • 1.1k views
    • 
    • StephenD
    • December 3, 2020

42. SIMPLE contribution limit

    By guaccounts, August 24, 2022
    • 2 replies
    • 1.1k views
    • 
    • Bill Presson
    • August 25, 2022

43. 401k Profit Sharing to SIMPLE

    By DP, January 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 7, 2010

44. Simple match in short year

    By Guest Christie Banks, February 6, 2003
    • 2 replies
    • 1.1k views
    • 
    • Gary Lesser
    • February 24, 2003

45. SIMPLE IRA - more than 2% NEC?

    By Spencer, November 6, 2014
    • 3 replies
    • 1.1k views
    • 
    • Spencer
    • November 6, 2014

46. Canadian Company Set Up SEP

    By Guest Monika Zimmer, April 19, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 19, 2004

47. Excess Employer Simple contributions for 2003 & 2004

    By Guest Russell, November 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 12, 2004

48. SIMPLE IRA Investment Election

    By Fisher, September 18, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 18, 2013

49. SIMPLE "receivable"

    By pmacduff, December 1, 2004
    • 1 reply
    • 1.1k views
    • 
    • wmyer
    • December 1, 2004

50. SEP - exclsusions

    By eilano, April 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • April 17, 2003