SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SEP coverage for disabled employee?

   By katieinny, January 21, 2004
   • 1 reply
   • 1k views
   • 
   • Gary Lesser
   • January 23, 2004

2. Compensation prior to effective date

   By Guest wjr, April 10, 2003
   • 2 replies
   • 1k views
   • 
   • Guest
   • April 10, 2003

3. Purchased by company with a SIMPLE Plan

   By Earl, March 3, 2011
   • 1 reply
   • 1k views
   • 
   • Earl
   • March 3, 2011

4. Are SARSEP excess contributions calculated the same as 401(k)?

   By Lori H, December 28, 2010
   • 1 reply
   • 1k views
   • 
   • Gary Lesser
   • January 26, 2011

5. Related employers for SEP?

   By cathyw, February 3, 2022
   • 3 replies
   • 1k views
   • 
   • cathyw
   • February 5, 2022

6. Can we charge ee for work to find lost Participant, to Participant

   By Jim Chad, June 27, 2011
   • 1 reply
   • 1k views
   • 
   • Bird
   • June 28, 2011

7. Levy

   By jane123, March 5, 2003
   • 1 reply
   • 1k views
   • 
   • Gary Lesser
   • March 6, 2003

8. IRS Audit-CAP Requirement

   By Renafesq, April 17, 2019
   • 2 replies
   • 1k views
   • 
   • Renafesq
   • April 17, 2019

9. Terminating a simple IRA

   By Guest revier, October 5, 2004
   • 1 reply
   • 1k views
   • 
   • Guest
   • October 5, 2004

10. Control Groups PLEASE HELP!!

    By Guest itrade4u2, May 10, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 10, 2002

11. SIMPLE IRAs

    By Felicia, May 8, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 9, 2003

12. SIMPLE COMPENSATION

    By Guest nicola, April 11, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • April 12, 2003

13. Return of employer contribution

    By Guest Pensions in Paradise, December 17, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • December 17, 2003

14. Recharacterize - list contrib & date?

    By Guest amfam2, April 25, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • April 25, 2003

15. SEP and DC/DB plan from Husband's company

    By Cynchbeast, June 2, 2017
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • June 7, 2017

16. A Dumb simple IRA ?

    By Guest ?pensionguy, February 3, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • February 18, 2004

17. Revised Model Forms

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

18. LLC with possible SEP qualification issues

    By Guest nipa, March 3, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • March 4, 2004

19. Can we establish a SEP for 2003 now?

    By Guest Boilerburm, April 27, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 28, 2004

20. SIMPLE contributions not made 2019-2021

    By DHoff, November 30, 2021
    • 1 reply
    • 1k views
    • 
    • gc@chimentowebb.com
    • March 6, 2022

21. SIMPLE IRA employee contributon - sole prop

    By Santo Gold, April 30, 2020
    • 2 replies
    • 1k views
    • 
    • Santo Gold
    • May 3, 2020

22. SEP + 401(k) contribution

    By Dobber, November 18, 2021
    • 2 replies
    • 1k views
    • 
    • spiritrider
    • November 30, 2021

23. Can a sole prop w/SEP/IRA also contribute to a Traditional IRA?

    By Guest Taxlady1040, April 13, 2014
    • 1 reply
    • 1k views
    • 
    • masteff
    • April 14, 2014

24. Is this a prohibited transaction?

    By Guest amfam2, February 13, 2004
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • February 18, 2004

25. SIMPLE IRA

    By Felicia, April 8, 2003
    • 1 reply
    • 1k views
    • 
    • Gary Lesser
    • April 10, 2003

26. Newer Employer

    By austin3515, August 14, 2014
    • 3 replies
    • 1k views
    • 
    • Bird
    • August 15, 2014

27. Integrated SAR SEP PLan

    By rfahey, October 9, 2012
    • 1 reply
    • 999 views
    • 
    • Gary Lesser
    • October 9, 2012

28. SEP - SIMPLE re family ownership

    By Guest LTurner, January 31, 2003
    • 1 reply
    • 998 views
    • 
    • Guest
    • February 4, 2003

29. Cross Testing a SEP and 401k Plan together?

    By AnnM, February 16, 2021   

    • sep
    • cross test
    • (and 3 more)

      Tagged with:

      • sep
      • cross test
      • abpt
      • abt
      • gateway minimum
    • 2 replies
    • 997 views
    • 
    • AnnM
    • February 18, 2021

30. Simple IRA Eligible Compensation in first year

    By Tom, July 11, 2022
    • 2 replies
    • 997 views
    • 
    • Patricia Neal Jensen
    • July 13, 2022

31. Simple 401k and Plan Design Limits

    By Guest mpark, October 5, 2004
    • 0 replies
    • 997 views
    • 
    • Guest
    • October 5, 2004

32. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 991 views
    • 
    • Appleby
    • October 15, 2009

33. Can we setup a SEP

    By Guest Whatup, October 25, 2010
    • 0 replies
    • 990 views
    • 
    • Guest
    • October 25, 2010

34. Sep ira rollover to ROTH IRA each yr + solo401k employee contributions allowed?

    By jjfacejj, August 14, 2015
    • 2 replies
    • 988 views
    • 
    • Bird
    • August 24, 2015

35. Non-5305 SEP with Individual 401(k)

    By matthny, December 3, 2015
    • 3 replies
    • 986 views
    • 
    • Lou S.
    • December 4, 2015

36. Eligible Employers

    By austin3515, March 6, 2014
    • 1 reply
    • 983 views
    • 
    • Belgarath
    • March 7, 2014

37. Salary deferrals for SAR SEP Plan

    By rfahey, December 7, 2015   

    • Spouse of owner
    • 1 reply
    • 982 views
    • 
    • Lou S.
    • December 7, 2015

38. SEPs, LLCs, and controlled groups

    By cassiefelder, November 18, 2015
    • 1 reply
    • 981 views
    • 
    • Lou S.
    • November 18, 2015

39. Simple 401(k)

    By k man, September 5, 2003
    • 1 reply
    • 980 views
    • 
    • R. Butler
    • September 5, 2003

40. How to handle a SIMPLE with more than 100 employees?

    By Santo Gold, October 11, 2004
    • 1 reply
    • 979 views
    • 
    • Guest
    • October 11, 2004

41. Workers Compensation

    By Dazednconfused, December 2, 2010
    • 0 replies
    • 979 views
    • 
    • Dazednconfused
    • December 2, 2010

42. SIMPLE IRA / Excluding 125 Contributions

    By austin3515, February 11, 2019
    • 1 reply
    • 978 views
    • 
    • Belgarath
    • February 12, 2019

43. Simple 401(k) Plan

    By Guest dietpepsi, May 28, 2003
    • 0 replies
    • 976 views
    • 
    • Guest
    • May 28, 2003

44. Maximum Age in SIMPLE IRA

    By wmyer, March 12, 2003
    • 1 reply
    • 976 views
    • 
    • Mike Preston
    • March 12, 2003

45. Conversions/Recharacterizations

    By Felicia, July 9, 2003
    • 1 reply
    • 976 views
    • 
    • Appleby
    • July 10, 2003

46. Simple IRA - How should plan sponsor correcti past years contributions errors and reconcile with participants?

    By Guest kime, February 17, 2004
    • 1 reply
    • 975 views
    • 
    • Gary Lesser
    • February 17, 2004

47. Acquisition

    By austin3515, November 30, 2016
    • 1 reply
    • 975 views
    • 
    • Gary Lesser
    • February 4, 2017

48. SIMPLE IRA & VCP Submission

    By SadieJane, February 6, 2017
    • 3 replies
    • 972 views
    • 
    • Gary Lesser
    • February 10, 2017

49. SEP IRA coverage

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

50. SEP contribution for lost employee

    By Guest djw, October 7, 2010
    • 1 reply
    • 971 views
    • 
    • Gary Lesser
    • October 8, 2010