SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SEP and PS Plan

   By DP, April 11, 2006
   • 3 replies
   • 1.7k views
   • 
   • ERISAnut
   • April 26, 2006

2. Non-Discrimination testing for Simple 401(k) plans.

   By Guest Sara H, April 28, 1999
   • 3 replies
   • 2.1k views
   • 
   • Kathy
   • May 21, 1999

3. Invalidate SEP IRA and New DB Plan for 2021

   By Ananda, December 17, 2021
   • 3 replies
   • 1.3k views
   • 
   • CuseFan
   • December 17, 2021

4. 401(k) and SEP plans existing together

   By Guest TracyAndrews, March 23, 2001
   • 3 replies
   • 1.8k views
   • 
   • R. Butler
   • December 5, 2001

5. Simple Employer limit for 2001

   By Guest Pinestream, December 11, 2000
   • 3 replies
   • 1.6k views
   • 
   • wmyer
   • January 5, 2001

6. SIMPLE plus 403(b)

   By rfahey, March 3, 2010
   • 3 replies
   • 1.4k views
   • 
   • Gary Lesser
   • May 22, 2010

7. What is maximum employer holdback time?

   By Guest Kronenberg, July 9, 1999
   • 3 replies
   • 1.6k views
   • 
   • Gary Lesser
   • July 10, 1999

8. Using Model 5305 SEP

   By Fisher, April 2, 2014   

   • Maintaining a Qualified Plan
   • 3 replies
   • 2k views
   • 
   • Gary Lesser
   • August 26, 2016

9. SARSEP & SIMPLE IRA

   By Guest jackies, October 13, 2006
   • 3 replies
   • 3.1k views
   • 
   • Appleby
   • October 14, 2006

10. SEPS, SIMPLES, ETC. - Anybody do this as a main part of their business

    By AndyH, March 24, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 3, 2001

11. Invest in LLC

    By Guest Tara Curran, June 7, 2002
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • June 9, 2002

12. One SEP for owner and another SEP for employees?

    By Guest DaveHead, December 15, 2014   

    • SEP
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • December 16, 2014

13. Is a SEP IRA Included?

    By BT, October 24, 2018
    • 3 replies
    • 786 views
    • 
    • BT
    • October 25, 2018

14. Sch C SEP for 401(k) participant

    By M Norton, December 18, 2018   

    • sep
    • 401(k)
    • 3 replies
    • 780 views
    • 
    • Appleby
    • December 20, 2018

15. Deduction limits for Self employed who sponsors a 401(k) Plan?

    By Guest Joe Vasko, December 11, 2001
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • March 11, 2002

16. SIMPLE 401(k) Plans

    By Guest roller, June 9, 2002
    • 3 replies
    • 1.2k views
    • 
    • Archimage
    • June 10, 2002

17. Anyone know of the code section and official literature regarding the penalty for having both a model SEP and another retirement plan?

    By Guest Enda80, September 12, 2009
    • 3 replies
    • 1.4k views
    • 
    • LIBERTYKID
    • October 27, 2009

18. Can this individual adopt a SIMPLE plan?

    By Guest Fishchick, July 20, 2004
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • July 20, 2004

19. Adoption of 401k with SIMPLE

    By Earl, May 28, 2014
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • May 28, 2014

20. Unreimbursed Partner Expense impact on Partnership SEP Contributions

    By John, April 1, 2017   

    • sep
    • upe
    • (and 1 more)

      Tagged with:

      • sep
      • upe
      • partnership
    • 3 replies
    • 2.4k views
    • 
    • John
    • April 5, 2017

21. SEP and MPPP

    By lexi, September 17, 2007
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • September 18, 2007

22. Distributions/Rollover

    By Ervin Barham, August 10, 1999
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • August 16, 1999

23. Do SEP contributions count towards PS 15% limit

    By Alan Simpson, August 24, 1999
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • September 3, 1999

24. SAR SEP Distribution

    By Guest UnionTR, July 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • July 26, 2001

25. SEP eligibility and longevity

    By Santo Gold, October 15, 2004
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 17, 2004

26. Simple IRA + Profit Sharing Plan

    By richard, August 24, 1999
    • 3 replies
    • 2.2k views
    • 
    • Gary Lesser
    • September 6, 1999

27. SIMPLE IRA overfunded employer contributions

    By Guest nicola, May 20, 2002
    • 3 replies
    • 3.5k views
    • 
    • Appleby
    • May 22, 2002

28. Can owner of business also have a SEP for 1099 income?

    By AKconsult, September 6, 2012
    • 3 replies
    • 1.7k views
    • 
    • shERPA
    • September 7, 2012

29. SARSEPs plus other plans combined.

    By richard, September 22, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • April 9, 2002

30. New SIMPLE PLan for 2012

    By rfahey, December 4, 2012
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • March 28, 2013

31. Can existing grandfathered SARSEP Plan be moved to a new custodian?

    By Guest Andy C, November 19, 2001
    • 3 replies
    • 3k views
    • 
    • Appleby
    • November 20, 2001

32. Profit Sharing NOW SIMPLE IRA

    By Guest SPollock, September 18, 1999
    • 3 replies
    • 1.8k views
    • 
    • Ervin Barham
    • September 27, 1999

33. SEP for owner while 401(k) maintained for staff?

    By Guest hpaine, December 30, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • December 31, 2003

34. SEP contribution after S Corp has filed tax return

    By waid10, March 26, 2004
    • 3 replies
    • 2.9k views
    • 
    • Appleby
    • April 23, 2004

35. Excess employer match into SIMPLE IRA

    By Guest Diane DuFresne, March 26, 2012
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 27, 2012

36. 2 companies - Simple IRA Offering?

    By Doogan, March 4, 2020
    • 3 replies
    • 849 views
    • 
    • Bill Presson
    • April 13, 2020

37. SIMPLE IRA Plan. Unsure if controlled group poses a problem

    By Guest Dennis Hennessy, December 11, 2001
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • December 13, 2001

38. SEP to safe harbor

    By Guest MichaelM, April 7, 2003
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • April 10, 2003

39. EE terminates & closes account; er sends in ee deferrals after the fact

    By Guest amfam2, March 11, 2004
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • March 15, 2004

40. Terminating a SEP using a 5305 Model SEP form

    By Belgarath, August 28, 2023
    • 3 replies
    • 1.9k views
    • 
    • Calavera
    • August 28, 2023

41. SIMPLE IRA Plan

    By Guest TAG, March 8, 2002
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • March 8, 2002

42. Contributing to Multiple SEP-IRA Accounts

    By cobbsfriedman, September 30, 2015
    • 3 replies
    • 1.9k views
    • 
    • cobbsfriedman
    • September 30, 2015

43. is there an age limit for SEP contributions

    By k man, March 21, 2006
    • 3 replies
    • 2.8k views
    • 
    • Appleby
    • April 2, 2006

44. Terminating SAR-SEP and establishing a 401(k)

    By Guest Merrr, July 27, 2006
    • 3 replies
    • 4.5k views
    • 
    • saabraa
    • July 27, 2006

45. Converting a SIMPLE to a Safe Harbor 401(k) Plan

    By Guest Joe Vasko, January 5, 2002
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • January 11, 2002

46. from SH 401(k) to SIMPLE

    By M Norton, August 14, 2019
    • 3 replies
    • 1.2k views
    • 
    • ugueth
    • August 20, 2019

47. Employer's failure to make contributions to SIMPLE IRA Plan

    By Guest nafsbuc, August 20, 2009
    • 3 replies
    • 5.2k views
    • 
    • Kevin C
    • August 24, 2009

48. Mistaken Contribution to SEP

    By Dougsbpc, July 31, 2012
    • 3 replies
    • 1.9k views
    • 
    • Borsley
    • August 2, 2012

49. Amending SEP Eligiblity

    By MarZDoates, January 30, 2006
    • 3 replies
    • 3.1k views
    • 
    • Gary Lesser
    • February 9, 2006

50. Deducting FICA before making SIMPLE IRA contribution for self-employed

    By Guest WFMinter, December 13, 1999
    • 3 replies
    • 2.7k views
    • 
    • Gary Lesser
    • August 29, 2000