SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

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

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

2. Sep's and Unions

   By rfahey, January 27, 2010
   • 1 reply
   • 1.1k views
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   • Gary Lesser
   • February 1, 2010

3. SIMPLE Termination

   By Guest cornbin, July 10, 2009
   • 1 reply
   • 1.6k views
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   • jevd
   • July 10, 2009

4. Rollover into Simple IRAs

   By pbarrett, February 23, 2004
   • 1 reply
   • 2k views
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   • Appleby
   • February 23, 2004

5. Unaware of holding period, rolled, custodian did not withhold 25% pena

   By Guest Kuryan Thomas, November 15, 2000
   • 1 reply
   • 1.5k views
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   • Gary Lesser
   • December 1, 2000

6. SIMPLE IRA and more than 100 ees in 2009

   By Jim Chad, May 19, 2010
   • 1 reply
   • 1.2k views
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   • Belgarath
   • May 19, 2010

7. SIMPLE IRA contributions

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

8. SEP Contributions

   By Guest LSULLIVAN, July 13, 2006
   • 1 reply
   • 1.8k views
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   • jevd
   • July 13, 2006

9. SARSEP & Top-heavy

   By SMB, December 6, 2007
   • 1 reply
   • 1.9k views
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   • Appleby
   • December 6, 2007

10. Contribution deadline for non-profits

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

11. SIMPLE Websites

    By Guest Amy Erlbacher Anderson, November 6, 1998
    • 1 reply
    • 2.1k views
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    • Gary Lesser
    • November 9, 1998

12. Information on the 5306-SEP form

    By Guest Jeff D, March 20, 2001
    • 1 reply
    • 1.8k views
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    • Appleby
    • April 5, 2001

13. Switch from 403(b) to SEP?

    By Guest Marty M, December 5, 2001
    • 1 reply
    • 1.3k views
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    • Gary Lesser
    • December 6, 2001

14. SEP entry date (turned 21 during current plan year).

    By Guest Moe Howard2, November 2, 2004
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • November 3, 2004

15. How to report FICA and W2 for SEP?

    By Guest Jerry G, July 13, 2009
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • July 13, 2009

16. IRS Form 5305-SEP

    By Felicia, March 24, 2010
    • 1 reply
    • 2.3k views
    • 
    • Borsley
    • April 6, 2010

17. SEP Eligiblity

    By Guest Jim Brennan, November 12, 1998
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • November 13, 1998

18. Compensation cap

    By Moe Howard, January 25, 2007
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • January 25, 2007

19. SEP for person with income from W2 and 1099

    By Guest LLCNewbie, March 21, 2014
    • 1 reply
    • 3k views
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    • masteff
    • March 21, 2014

20. SEP - Am I eligible?

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

21. SEP Excess Amount

    By Guest jrob, January 5, 2011
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • January 26, 2011

22. Simple 401k Plan, Roth Contributions

    By Guest sviola, May 18, 2011
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • July 14, 2011

23. Simple Ira

    By Guest ASmith, May 14, 2002
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • May 30, 2002

24. SEP IRA coverage

    By Lori Foresz, September 11, 2003
    • 1 reply
    • 972 views
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    • Appleby
    • September 11, 2003

25. SIMPLE IRA Deductiblity Issues

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

26. Adopting SEP, but had terminated DB plan

    By Guest Gregory, August 5, 2004
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • August 5, 2004

27. Termination of SARSEP

    By Lori Foresz, August 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • August 27, 2004

28. SAR-SEP EE contributions....ER deposit regulations

    By Guest Mike King, March 19, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • March 19, 2002

29. SIMPLE 401(k) and successor plan issue?

    By Guest rarnedt, March 2, 2009
    • 0 replies
    • 1.5k views
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    • Guest
    • March 2, 2009

30. Simple IRA for 2 Companies

    By Guest RJF, April 6, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 6, 2006

31. SIMPLE IRA

    By martha, February 23, 2016   

    • Employer contributed more tha
    • 0 replies
    • 694 views
    • 
    • martha
    • February 23, 2016

32. Adoption of SIMPLE IRA for a sole prop. - Do you think the Oct. 1 dead

    By AndyT, April 12, 2001
    • 0 replies
    • 1.4k views
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    • AndyT
    • April 12, 2001

33. Terminations

    By Guest NJ-Center of the Universe, April 15, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 15, 2009

34. SEP/SIMPLE after Termination of 401(k)

    By Gary Lesser, December 26, 1998
    • 0 replies
    • 1.9k views
    • 
    • Gary Lesser
    • December 26, 1998

35. FYI: New Proposed SIMPLE Amendments

    By Guest peterpeter, January 16, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 16, 1999

36. SEP Schedule C and 401k W-2 income?

    By Guest Moira, March 3, 2009
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 3, 2009

37. Revised Model Forms

    By Guest wjr, December 20, 2002
    • 0 replies
    • 1k views
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    • Guest
    • December 20, 2002

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

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

39. Safe Harbor to Simple

    By Guest mparker2028, October 10, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 10, 2006

40. SIMPLE IRAs/401(k)s

    By Guest sherryc, August 28, 2002
    • 0 replies
    • 938 views
    • 
    • Guest
    • August 28, 2002

41. QP-SEP ILLUSTRATOR UPDATE

    By Gary Lesser, November 15, 2003
    • 0 replies
    • 969 views
    • 
    • Gary Lesser
    • November 15, 2003

42. Multiple ownership - multiple plan types

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

43. Simple IRAs/401(k)s

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

44. Late deposit of SIMPLE IRA deferrals - exclusive plan rule

    By MarZDoates, May 30, 2019
    • 0 replies
    • 660 views
    • 
    • MarZDoates
    • May 30, 2019

45. Reporting and reversal of excess SEP contribution.

    By Guest Bette N, February 13, 2001
    • 0 replies
    • 1.9k views
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    • Guest
    • February 13, 2001

46. 5305 SEP and Prior Service

    By Guest PenProf, April 19, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • April 19, 1999

47. EP Phone Forum on September 27

    By Gary Lesser, September 17, 2010
    • 0 replies
    • 888 views
    • 
    • Gary Lesser
    • September 17, 2010

48. Compensation Caculation Period in a Simple IRA Compensation Cacualtion

    By Hoard1, May 25, 1999
    • 0 replies
    • 1.4k views
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    • Hoard1
    • May 25, 1999

49. active participant

    By Guest gardner, October 29, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 29, 2001

50. One Plan Rule

    By Guest CWM, December 12, 2014
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 12, 2014