SEP, SARSEP and SIMPLE Plans

1,496 topics in this forum

1. 'lost' SIMPLE IRA deferrals

   By Tom Poje, August 14, 2002
   • 2 replies
   • 1.3k views
   • 
   • mbozek
   • August 16, 2002

2. "benefitting": includes loan repayments?

   By AlbanyConsultant, February 25, 2013
   • 1 reply
   • 907 views
   • 
   • masteff
   • February 25, 2013

3. "Re-starting" a SARSEP

   By Guest kdm, November 27, 2002
   • 2 replies
   • 1.1k views
   • 
   • Gary Lesser
   • November 29, 2002

4. "Terminated" SAR-SEP replaced w/ Safe Harbor 401(k)

   By MarZDoates, November 8, 2002
   • 3 replies
   • 1.7k views
   • 
   • Gary Lesser
   • December 3, 2002

5. "Terminated" SEP and top heavy aggregation

   By Belgarath, April 28, 2016
   • 1 reply
   • 846 views
   • 
   • ETA Consulting LLC
   • April 28, 2016

6. $450 compensation

   By Felicia, August 7, 2006
   • 6 replies
   • 1.6k views
   • 
   • Gary Lesser
   • August 13, 2006

7. 0% Money Purchase For Rollovers

   By austin3515, September 23, 2015
   • 8 replies
   • 794 views
   • 
   • Belgarath
   • September 24, 2015

8. 1 SARSEP 2 Documents?

   By KateSmithPA, March 2, 2005
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • March 2, 2005

9. 1099-R Reporting

   By Guest AFRICA6796, October 18, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 18, 2001

10. 15% limit

    By nancy, January 25, 2002
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • February 4, 2002

11. 15% Limit in Partnership

    By Kathy, March 8, 1999
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • March 13, 1999

12. 2 companies - Simple IRA Offering?

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

13. 2 person LLC SEP contribution

    By Guest passmf, January 4, 2000
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • January 13, 2000

14. 2 SEP plans for same company

    By Guest Scott Johnson, August 23, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • August 24, 2001

15. 2 SEP plans for the same individual for 2 different companies. Is this allowable?

    By Guest nan002, October 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • October 21, 2005

16. 2-person LLC - OK to make a SEP contribution for one partner/member bu

    By Guest GENE, December 1, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 14, 1999

17. 2001 COLA ADJUSTMENTS FOR SIMPLE PLANS

    By Gary Lesser, December 1, 2000
    • 0 replies
    • 1.3k views
    • 
    • Gary Lesser
    • December 1, 2000

18. 2002 limits for PSP Keogh vs. SEP-IRA

    By Guest Smichalek1, May 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • May 10, 2002

19. 2003 SEP Contribution not satisfied!

    By Jilliandiz, November 3, 2004
    • 6 replies
    • 1k views
    • 
    • Gary Lesser
    • November 6, 2004

20. 2010 1099-R instructions

    By Belgarath, March 9, 2010
    • 1 reply
    • 2.4k views
    • 
    • Gary Lesser
    • May 22, 2010

21. 2011 COLA & Rollover Charts

    By Gary Lesser, October 29, 2010
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • February 6, 2011

22. 2016 SEP for a Solo followed by a contribution in January is disqualified by adoption of a Cash Balance Plan in 2016

    By CharlesLeggette, July 12, 2016
    • 4 replies
    • 895 views
    • 
    • Calavera
    • July 13, 2016

23. 25% Excise tax waived right?

    By austin3515, April 2, 2020
    • 2 replies
    • 605 views
    • 
    • Appleby
    • April 9, 2020

24. 25% Penalty

    By Guest KeithinClev, January 21, 2004
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • January 21, 2004

25. 25% penalty - corrected contributions?

    By DR245, June 18, 2020
    • 3 replies
    • 762 views
    • 
    • Luke Bailey
    • June 19, 2020