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Is a SEP IRA Included?


BT
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At the end of the plan year, a sponsor must file a Form 5500-EZ for each of their one-participant plans when the total combined assets of all one-participant plans the sponsor maintains are greater than $250,000.  I’m pretty sure I know that the answer to the following question is “No,” but I’d like to ask it anyway just to be sure.  For purposes of calculating the total combined assets, is a SEP IRA included in the calculation?

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22 minutes ago, BT said:

At the end of the plan year, a sponsor must file a Form 5500-EZ for each of their one-participant plans when the total combined assets of all one-participant plans the sponsor maintains are greater than $250,000.  I’m pretty sure I know that the answer to the following question is “No,” but I’d like to ask it anyway just to be sure.  For purposes of calculating the total combined assets, is a SEP IRA included in the calculation?

I don't think so. 

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