SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SIMPLE IRA - more than 2% NEC?

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

2. Exceeding 100 employees

   By bzorc, July 13, 2020
   • 2 replies
   • 1.1k views
   • 
   • Luke Bailey
   • July 14, 2020

3. SIMPLE IRA gone "bad"

   By Flyboyjohn, March 8, 2019   

   • simple ira
   • 2 replies
   • 1.1k views
   • 
   • shERPA
   • March 18, 2019

4. Simple match in short year

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

5. LLC partner draws to C Corp for SEP IRA

   By TKH, December 6, 2019   

   • controlled group or not?
   • sep ira
   • 2 replies
   • 1.1k views
   • 
   • Larry Starr
   • December 7, 2019

6. SEP Noncompliance corrections

   By B21, February 19, 2016
   • 1 reply
   • 1.1k views
   • 
   • Gary Lesser
   • April 19, 2016

7. Incorrect deductions for 1/2 year for Simple IRA

   By DR245, June 28, 2023
   • 3 replies
   • 1.1k views
   • 
   • Belgarath
   • June 29, 2023

8. Compenastion limit on Simple Plan

   By mjf06241972, November 10, 2020
   • 3 replies
   • 1.1k views
   • 
   • austin3515
   • November 12, 2020

9. Excess Employer Simple contributions for 2003 & 2004

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

10. SEP - exclsusions

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

11. Compensation

    By Tom Poje, December 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • December 13, 2010

12. Timing of SIMPLE funding for a self employed person

    By rfahey, April 1, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • April 2, 2013

13. Updating SIMPLE-IRA documents

    By R. Butler, November 20, 2002
    • 0 replies
    • 1.1k views
    • 
    • R. Butler
    • November 20, 2002

14. SIMPLE IRA - Maximum Age

    By Guest wjr, February 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • February 7, 2003

15. SEP for going out of business

    By Santo Gold, June 25, 2009
    • 0 replies
    • 1.1k views
    • 
    • Santo Gold
    • June 25, 2009

16. SIMPLE IRA Deductiblity Issues

    By dmb, December 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • December 22, 2003

17. One Year of Service

    By Dazednconfused, January 11, 2011
    • 4 replies
    • 1.1k views
    • 
    • Dazednconfused
    • January 14, 2011

18. SEP contribution and 401k match

    By WCC, September 29, 2016
    • 4 replies
    • 1.1k views
    • 
    • K2retire
    • October 3, 2016

19. SEP-IRA Contributions

    By Guest batberf, September 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • September 13, 2003

20. SEP, SARSEP and SIMPLE Plans

    By Guest sherryc, August 26, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 26, 2002

21. Terminating Simple Plan and Contribution Timing

    By mjf624, January 12, 2016
    • 3 replies
    • 1.1k views
    • 
    • mjf624
    • January 13, 2016

22. Sole Proprietor Incorporates--SEP Eligibility Question

    By KJohnson, February 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 4, 2003

23. SARSEP restatement

    By B21, February 24, 2015
    • 0 replies
    • 1.1k views
    • 
    • B21
    • February 24, 2015

24. Establishing a new SEP when the ER had a DB plan that was terminated long ago.

    By katieinny, January 6, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • January 7, 2004

25. SIMPLE IRA Checklist

    By Appleby, March 17, 2004
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • March 17, 2004

26. Simple IRAs/401(k)s

    By Guest sherryc, August 28, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 28, 2002

27. integrated sarsep

    By Beemer, March 30, 2016
    • 6 replies
    • 1.1k views
    • 
    • Beemer
    • April 1, 2016

28. Simple IRA

    By Guest David Barrer, February 28, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 4, 2003

29. SEP & Qualified Plan Contribution

    By dmb, December 26, 2002
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • December 27, 2002

30. SEP & 401(k) same company

    By mathead, May 14, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • May 14, 2015

31. Percentage of Contribution Limit

    By Guest Thornton, December 26, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 26, 2002

32. Inte-Greater Software (Online Version Available)

    By Gary Lesser, July 22, 2004
    • 0 replies
    • 1.1k views
    • 
    • Gary Lesser
    • July 22, 2004

33. SIMPLE IRA contributions

    By Felicia, March 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • March 6, 2011

34. SEP IRA 3-Year Eligibility Requirement

    By Claude, May 17, 2021
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • May 18, 2021

35. Errant SEP contribution

    By Guest pmetallic, January 20, 2004
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 23, 2004

36. Simple plans

    By Guest Joanne Davey, March 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • March 20, 2003

37. Conversion of SIMPLE IRA balance to a Roth IRA

    By Guest neilcap, March 8, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 24, 2003

38. Fund IRA but not SEP

    By Guest Steve Palmer, February 10, 2010
    • 1 reply
    • 1k views
    • 
    • Bird
    • February 10, 2010

39. Deadline for SIMPLE deferrals for self employed or partners

    By Guest rffahey, December 10, 2003
    • 1 reply
    • 1k views
    • 
    • KJohnson
    • December 11, 2003

40. Nonresponsive participant

    By austin3515, June 11, 2018
    • 3 replies
    • 1k views
    • 
    • Larry Starr
    • June 11, 2018

41. Simple

    By Guest boston431, January 14, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • January 16, 2004

42. Sarsep

    By Guest JDK, November 6, 2002
    • 1 reply
    • 1k views
    • 
    • mbozek
    • November 6, 2002

43. Corp switches from SEP to PS plan mid-year; have to count contributions under both for "annual additions" testing?

    By Guest nipa, December 8, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • December 17, 2003

44. SIMPLE IRA CONTRIBUTIONS

    By Felicia, February 17, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • February 17, 2004

45. Establishing a new plan

    By austin3515, October 22, 2016
    • 2 replies
    • 1k views
    • 
    • austin3515
    • November 21, 2016

46. Excess employer contributions to SIMPLE IRA since 2007

    By gc@chimentowebb.com, February 14, 2022
    • 3 replies
    • 1k views
    • 
    • Bird
    • February 15, 2022

47. Company A has a 401k, Co. B has a SIMPLE

    By Santo Gold, October 6, 2010
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • October 6, 2010

48. SEP PLAN DOCUMENT

    By gcrechale, April 1, 2019   

    • sep document
    • 1 reply
    • 1k views
    • 
    • Flyboyjohn
    • April 1, 2019

49. SARSEP Contributions

    By Guest Cindyd, May 1, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 1, 2003

50. excess sep contrib after amending 1040

    By Guest carla, June 23, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • June 24, 2004