SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. Company with SIMPLE IRA bought by Company with 401k

   By coleboy, May 16, 2018
   • 7 replies
   • 4.5k views
   • 
   • coleboy
   • May 24, 2018

2. Participating in 2 SEPS

   By Guest Pat Metallic, December 22, 2005
   • 7 replies
   • 2.3k views
   • 
   • Gary Lesser
   • December 23, 2005

3. SIMPLE IRA contributions made not using payroll

   By Cheryl Merritt, December 22, 2023
   • 7 replies
   • 4.9k views
   • 
   • Cheryl Merritt
   • January 2, 2024

4. Terminating SIMPLE IRA or SEP/IRA, followed by new 401(k) Plan

   By Dougsbpc, December 18, 2024
   • 7 replies
   • 1.9k views
   • 
   • 30Rock
   • April 3

5. GUST

   By Guest krijowri, October 17, 2007
   • 7 replies
   • 2.3k views
   • 
   • Guest
   • October 18, 2007

6. Freeze or Terminate 401(k), Start SIMPLE

   By MarZDoates, November 1, 2005
   • 7 replies
   • 6.8k views
   • 
   • Guest
   • November 22, 2005

7. When does SEP IRA to 401(k) roll over make sense?

   By Wiscoman, October 1, 2015
   • 7 replies
   • 1.5k views
   • 
   • spiritrider
   • October 3, 2015

8. Timing of Deferral deposits for Self employeds

   By Guest rffahey, August 8, 2003
   • 7 replies
   • 2.4k views
   • 
   • Gary Lesser
   • December 18, 2003

9. SIMPLE and 401(k) in a controlled group

   By MarZDoates, August 13, 2013
   • 7 replies
   • 5.2k views
   • 
   • anspai
   • December 14, 2016

10. Employee never got into SIMPLE - consequences

    By rfahey, July 24, 2007
    • 7 replies
    • 2.9k views
    • 
    • Gary Lesser
    • July 27, 2007

11. SEP - 2 Partners - K1 Income - Contribution

    By K-t-F, March 29, 2012
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • March 30, 2012

12. Eligibility for SEP plans - entry date - employed as of certain date

    By Guest dvandaeler, April 16, 2014   

    • Eligibility
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • April 17, 2014

13. Starting Qualified Plan When SIMPLE-IRA exists

    By Lou S., July 31, 2018
    • 7 replies
    • 1.7k views
    • 
    • Larry Starr
    • September 20, 2018

14. Leased Employees

    By nancy, November 27, 2001
    • 7 replies
    • 4.5k views
    • 
    • Moe Howard
    • November 30, 2001

15. What period does the 3% employer matching contribution cover?

    By Guest, July 3, 2000
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • September 19, 2000

16. SEP IRA and 401(k) Plan

    By Guest MTransue, April 2, 2012
    • 7 replies
    • 3.3k views
    • 
    • Bird
    • April 3, 2012

17. SEP contribution - sole proprietor's spouse

    By Lori Friedman, June 29, 2006
    • 7 replies
    • 9.7k views
    • 
    • Lori Friedman
    • June 29, 2006

18. SIMPLE IRA and non-contributing Solok

    By FishOn, November 14, 2023
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • November 17, 2023

19. LLC partners draws only making pretax contributions?

    By mfs - Jackson, January 16, 2019   

    • llc
    • simple
    • (and 3 more)

      Tagged with:

      • llc
      • simple
      • draws
      • no wages
      • ira
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • January 22, 2019

20. Requiring Employees to Establish SEP at xx institution

    By Guest kprhok, August 2, 2007
    • 7 replies
    • 2.3k views
    • 
    • Appleby
    • August 2, 2007

21. Post death contribution?

    By Guest Whatup, March 29, 2006
    • 7 replies
    • 6.9k views
    • 
    • Bird
    • April 2, 2006

22. Top heavy SEP contribution eligibility requirements

    By RTINSKY, September 27, 2016   

    • SEP
    • top heavy
    • (and 1 more)

      Tagged with:

      • SEP
      • top heavy
      • eligibility
    • 7 replies
    • 1.6k views
    • 
    • RTINSKY
    • September 27, 2016

23. International student

    By CassandraS, April 9, 2012
    • 7 replies
    • 1.7k views
    • 
    • CassandraS
    • April 10, 2012

24. A Real Mess - Part 2

    By KateSmithPA, August 29, 2006
    • 7 replies
    • 2.5k views
    • 
    • KateSmithPA
    • September 11, 2006

25. Reporting SEP contributions to IRS

    By Guest nirvana, April 7, 2004
    • 7 replies
    • 5.1k views
    • 
    • Gary Lesser
    • April 9, 2004

26. Can an owner immediately start a SIMPLE plan after terminating a profi

    By John A, October 24, 2000
    • 7 replies
    • 1.8k views
    • 
    • Gary Lesser
    • December 2, 2000

27. Simple _ Changing Eligibility

    By rfahey, July 11, 2008
    • 6 replies
    • 2.4k views
    • 
    • Gary Lesser
    • July 21, 2008

28. Social Security Tax on SIMPLE Contributions

    By Guest Lynne Dennis, December 19, 1998
    • 6 replies
    • 2k views
    • 
    • Guest
    • December 23, 1998

29. SIMPLE Over-Contribution by Employer

    By Guest Noidy, February 4, 2002
    • 6 replies
    • 2.7k views
    • 
    • martha
    • February 23, 2016

30. SIMPLE distributions

    By Guest R. Daestrom, October 11, 2004
    • 6 replies
    • 1.4k views
    • 
    • Appleby
    • October 12, 2004

31. 2003 SEP Contribution not satisfied!

    By Jilliandiz, November 3, 2004
    • 6 replies
    • 1.3k views
    • 
    • Gary Lesser
    • November 6, 2004

32. Pre-funding a SEP IRA

    By Guest gregens, December 22, 2003
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 12, 2004

33. UBTI and Canadian Royalty Trusts in qualified retirement plans

    By Guest Jarrett, November 29, 2004
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • November 30, 2004

34. Excess SEP Contribution (SARSEP 125% rule)

    By bzorc, November 4, 2004
    • 6 replies
    • 2.4k views
    • 
    • Gary Lesser
    • November 17, 2004

35. SARSEP eligibility and correction.

    By Guest Thornton, April 9, 1999
    • 6 replies
    • 2.1k views
    • 
    • Gary Lesser
    • October 26, 2002

36. S/E contribution calcs for SIMPLE vs DC plans

    By Dawn Hafner, March 24, 1999
    • 6 replies
    • 2.1k views
    • 
    • Dawn Hafner
    • April 15, 1999

37. Individually-Designed SEP

    By jpod, December 20, 2013
    • 6 replies
    • 1.6k views
    • 
    • masteff
    • December 23, 2013

38. SEP refunds

    By Lori H, June 18, 2007
    • 6 replies
    • 2.7k views
    • 
    • J Simmons
    • June 19, 2007

39. Partner SEP Contribution

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

40. SEP IRA contributions for owner, but not employees?

    By Guest hb95, April 3, 2013
    • 6 replies
    • 4.8k views
    • 
    • Bird
    • April 4, 2013

41. Control group Simple IRA

    By Bruce1, September 11
    • 6 replies
    • 2.6k views
    • 
    • Bruce1
    • September 17

42. Simple IRA and Profit Sharing Plan?

    By Guest snmhanson, June 22, 2008
    • 6 replies
    • 5.3k views
    • 
    • Guest
    • July 11, 2008

43. Rollover from SEP to 401(a) Plan?

    By jkharvey, October 12, 2000
    • 6 replies
    • 2.8k views
    • 
    • Gary Lesser
    • October 31, 2002

44. Alternative re second spouse and changing beneficiary designation

    By chris, September 4, 2002
    • 6 replies
    • 1.3k views
    • 
    • chris
    • September 4, 2002

45. SEP Limits for 2002

    By Guest jhannifan, August 8, 2001
    • 6 replies
    • 1.9k views
    • 
    • Gary Lesser
    • August 24, 2001

46. LLC owners and SIMPLE IRAS

    By Guest Jae, July 18, 2000
    • 6 replies
    • 6.7k views
    • 
    • Gary Lesser
    • August 29, 2000

47. Discontinuing SIMPLE IRA

    By austin3515, September 20, 2011
    • 6 replies
    • 3.3k views
    • 
    • shERPA
    • December 14, 2011

48. SARSEP Maximum Elective with Employer Contribution

    By Guest Roger K., February 28, 2006
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • March 8, 2006

49. SEP's for S-Corps in 2012

    By mgcpension, July 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • masteff
    • July 15, 2011

50. Procedure for correcting 2012 excess SEP/IRA contribution

    By Guest Taxlady1040, March 7, 2014   

    • excess contribution
    • 6 replies
    • 8k views
    • 
    • masteff
    • March 7, 2014