Retirement Plans in General

5,772 topics in this forum

1. Controlled Group - Form 5500-SF

   By Guest MrsJones, August 2, 2011
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • August 3, 2011

2. Controlled Group - Husband and Wife

   By Guest anth, March 20, 2011
   • 6 replies
   • 6.8k views
   • 
   • Guest
   • March 22, 2011

3. Controlled Group - Irrevocable Trust

   By MGOAdmin, August 5, 2020   

   • irrevocable trust
   • controlled group
   • 1 reply
   • 1.1k views
   • 
   • Luke Bailey
   • August 6, 2020

4. Controlled group - married couple-separate business

   By Tom, December 14, 2017
   • 6 replies
   • 6.4k views
   • 
   • Rhiannon
   • December 4, 2018

5. Controlled group - not adopted timely

   By Jakyasar, December 13, 2024
   • 5 replies
   • 2.2k views
   • 
   • Paul I
   • December 17, 2024

6. Controlled Group - Offer of Benefits

   By waid10, August 23, 2023
   • 2 replies
   • 1.3k views
   • 
   • Roycal
   • August 25, 2023

7. controlled group - parent/subsidiary

   By k man, April 22, 2013
   • 3 replies
   • 1.2k views
   • 
   • MoShawn
   • April 23, 2013

8. Controlled Group - Participating employer sold

   By Belgarath, May 23, 2016
   • 4 replies
   • 1.8k views
   • 
   • Belgarath
   • May 24, 2016

9. Controlled group - private equity platform

   By Belgarath, May 15, 2025
   • 6 replies
   • 4k views
   • 
   • Belgarath
   • May 16, 2025

10. Controlled Group - Trust

    By 52626, August 25, 2014
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • August 26, 2014

11. Controlled Group - Two Plans to Avoid Audit and Permissive Aggregation Question

    By Will.I.Am, August 26, 2022
    • 2 replies
    • 818 views
    • 
    • Will.I.Am
    • August 30, 2022

12. Controlled group - two separate plans

    By Belgarath, August 24, 2017
    • 3 replies
    • 761 views
    • 
    • CuseFan
    • August 24, 2017

13. Controlled Group - vesting

    By Belgarath, February 26, 2021
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • March 3, 2021

14. Controlled Group - What's the plan income?

    By Guest Shrek'sconfused, October 29, 2007
    • 0 replies
    • 836 views
    • 
    • Guest
    • October 29, 2007

15. Controlled Group - which company gets the deduction

    By Pammie57, April 8, 2019
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 9, 2019

16. Controlled Group -- Attribution

    By Guest rwest, March 5, 2004
    • 5 replies
    • 1k views
    • 
    • Mike Preston
    • March 6, 2004

17. Controlled group -- spousal exception would apply except for minor children

    By katieinny, January 20, 2014   

    • Has it been enforced?
    • 4 replies
    • 1.8k views
    • 
    • 12AX7
    • January 21, 2014

18. Controlled Group / Affiliated Service Group ?

    By Below Ground, February 26, 2009
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • March 24, 2009

19. Controlled Group / ASG Question

    By Lucky32, December 10, 2021
    • 2 replies
    • 664 views
    • 
    • Lucky32
    • December 13, 2021

20. Controlled Group / Different Profit Sharing Allocations

    By beartd, October 8, 2015   

    • Controlled Group
    • Profit Sharing
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • October 8, 2015

21. Controlled Group & 2018 contributions

    By Pammie57, April 8, 2019
    • 2 replies
    • 623 views
    • 
    • Luke Bailey
    • April 9, 2019

22. Controlled Group and 401(k) Features

    By Guest mookie23, July 14, 2014   

    • Controlled Group
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • July 15, 2014

23. Controlled group and Affiliated Group Husband Wife

    By Heather Lynn, January 3, 2023
    • 2 replies
    • 1.1k views
    • 
    • Heather Lynn
    • January 3, 2023

24. Controlled group and brain cramp

    By Belgarath, December 23, 2004
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • December 29, 2004

25. Controlled Group and Coverage

    By perkinsran, July 9, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 11, 2011

26. Controlled group attribution

    By Belgarath, May 15, 2003
    • 0 replies
    • 1.3k views
    • 
    • Belgarath
    • May 15, 2003

27. Controlled Group Attribution

    By LIBERTYKID, May 6, 2019
    • 1 reply
    • 752 views
    • 
    • Luke Bailey
    • May 8, 2019

28. Controlled group breakup on the horizon, can we spin off one group's members to a new plan to lower the 2006 beg of yr participant count so no 2006 audit is rqrd?

    By Beltane, July 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 21, 2005

29. Controlled Group Calculations

    By Guest NPWA, April 18, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 18, 2003

30. Controlled Group Change - New Company - New Plan timing

    By Lou S., December 11, 2017
    • 2 replies
    • 804 views
    • 
    • Lou S.
    • December 13, 2017

31. Controlled Group Considerations

    By SMB, December 4, 2003
    • 3 replies
    • 1.1k views
    • 
    • SRM
    • December 5, 2003

32. controlled group coverage exception

    By Santo Gold, March 16, 2009
    • 1 reply
    • 1.2k views
    • 
    • Santo Gold
    • March 17, 2009

33. Controlled Group Determination

    By Below Ground, January 21, 2008
    • 6 replies
    • 2.1k views
    • 
    • Below Ground
    • January 25, 2008

34. Controlled group doesn't exist after all, but treated as one for several years

    By katieinny, March 2, 2011
    • 3 replies
    • 1.3k views
    • 
    • PensionPro
    • March 21, 2011

35. Controlled Group for 415 limits

    By Young Curmudgeon, April 1, 2011
    • 1 reply
    • 1.5k views
    • 
    • QNPG
    • April 1, 2011

36. controlled group husband and wife

    By Santo Gold, December 4, 2009
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • December 4, 2009

37. Controlled group in community property state

    By Belgarath, March 9, 2011
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • March 9, 2011

38. controlled group inclusion, with a twist

    By Santo Gold, February 28, 2007
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • February 28, 2007

39. Controlled Group Issue

    By Guest San Diego Benefits Guy, June 14, 2007
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • June 14, 2007

40. Controlled Group Issue

    By R. Butler, February 12, 2003
    • 3 replies
    • 1.3k views
    • 
    • R. Butler
    • February 14, 2003

41. Controlled group issue

    By Nood1e, July 26, 2018   

    • divorce
    • adopting employer
    • (and 1 more)

      Tagged with:

      • divorce
      • adopting employer
      • controlled group
    • 5 replies
    • 891 views
    • 
    • Nood1e
    • July 26, 2018

42. Controlled Group Issue

    By chris, April 18, 2005
    • 9 replies
    • 1.5k views
    • 
    • chris
    • April 18, 2005

43. Controlled Group Issue

    By dmb, August 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • August 23, 2002

44. Controlled group issues, related employers

    By dan.jock, January 10, 2017
    • 6 replies
    • 1.4k views
    • 
    • dan.jock
    • January 10, 2017

45. Controlled group one year but not the next

    By Santo Gold, March 30, 2007
    • 0 replies
    • 1.1k views
    • 
    • Santo Gold
    • March 30, 2007

46. Controlled Group or Affiliated Service Group, or Neither?

    By Guest RBeck, January 28, 2003
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • January 29, 2003

47. Controlled Group or not?

    By Guest Phil L, January 14, 1999
    • 1 reply
    • 1.3k views
    • 
    • richard
    • January 15, 1999

48. Controlled group plan splitting to avoid audit

    By Belgarath, June 2, 2015
    • 11 replies
    • 3.3k views
    • 
    • Gadgetfreak
    • June 3, 2015

49. Controlled Group Question

    By Lou S., July 11, 2008
    • 4 replies
    • 1.5k views
    • 
    • Lou S.
    • July 15, 2008

50. Controlled Group Question

    By RayJJohnsonJr, June 18, 2010
    • 2 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • June 19, 2010