SIMPLE IRA Contribution Remittance - Wells Fargo Funds 2025

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The document provides instructions for employers on how to submit contributions for SIMPLE IRAs to Wells Fargo Funds. It includes a form that must be filled out with employer and employee information, along with a check for the contribution amount. Employers are advised to ensure that the check matches the remittance details, or both will be returned. Additionally, it mentions that employees without an existing SIMPLE IRA must have an application submitted.
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With a Wells Fargo Advisors SIMPLE IRA, you can choose from a wide variety of investment alternatives, including stocks, mutual or money market funds, government and corporate bonds, and unit investment trusts or advisory products.
On Form W-2 for employee compensation, SIMPLE IRA contributions made by the employee are deducted from the wages, tips, and other compensation box, and box 13 retirement plan is selected.
The IRS requires that contributions to a SIMPLE IRA be reported on the Form 5498 for the year they are actually deposited to the account, regardless of the year for which theyre made.
Employers who offer SIMPLE IRAs are obligated to include specific information on a plan participants W-2 form. Salary deferral contributions are among the requirements that must be included on each employees W-2. Employees report their annual contributions on Form 1040.
The employer must remit employee salary reduction contributions to the SIMPLE IRA as soon as the amounts can reasonably be segregated from employer assets but no later than the end of the 30-day period after the end of the month in which the employer normally would have paid the money to the employee.

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People also ask

IRA contributions will be reported on Form 5498: IRA contribution information is reported for each person for whom any IRA was maintained, including SEP or SIMPLE IRAs. An IRA includes all investments under one IRA plan. The institution maintaining the IRA files this form.
W-2 Reporting: SIMPLE IRA contributions are not included in the Wages, tips, other compensation box of Form W-2, Wage and Tax Statement PDF, but check the Retirement Plan box in box 13.
Elective salary reduction: As with other workplace retirement plans, employees can have money taken from their paychecks to go into their retirement accounts. Tax-deferred contributions and growth: SIMPLE IRA contributions are pre-tax, and any growth is tax-deferred until the money is withdrawn from the account.

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