Plan Terminations

990 topics in this forum

1. Stock sale - contribution

   By PS, March 31, 2022
   • 3 replies
   • 227 views
   • 
   • Luke Bailey
   • April 20, 2022

2. Employer incentive and employer Match

   By PS, April 15, 2022
   • 0 replies
   • 85 views
   • 
   • PS
   • April 15, 2022

3. Defined Benefit Termination - $0 Accrued Benefit

   By pixiebear, April 14, 2022
   • 3 replies
   • 249 views
   • 
   • david rigby
   • April 15, 2022

4. Late PBGC Form 500

   By Dalai Pookah, March 31, 2022
   • 1 reply
   • 99 views
   • 
   • Nate S
   • April 7, 2022

5. Acquisition and Cycle 3 Restatement

   By msmith, March 28, 2022
   • 4 replies
   • 341 views
   • 
   • msmith
   • March 30, 2022

6. Asset Acquisition

   By PS, March 22, 2022
   • 8 replies
   • 304 views
   • 
   • PS
   • March 23, 2022

7. Stock acquisition/Controlled group

   By PS, March 16, 2022
   • 3 replies
   • 178 views
   • 
   • PS
   • March 18, 2022

8. 1099-NEC form

   By PS, March 10, 2022
   • 8 replies
   • 487 views
   • 
   • PS
   • March 17, 2022

9. Forfeiture balance

   By PS, March 10, 2022
   • 5 replies
   • 567 views
   • 
   • Bri
   • March 10, 2022

10. In Kind Distributions

    By AmyETPA, February 25, 2022
    • 4 replies
    • 648 views
    • 
    • Bird
    • February 28, 2022

11. Profit Sharing

    By PS, February 8, 2022
    • 5 replies
    • 716 views
    • 
    • PS
    • February 18, 2022

12. Plan Termination - vesting

    By Lou81, February 17, 2022
    • 4 replies
    • 346 views
    • 
    • Lou81
    • February 18, 2022

13. Vesting - 5 year break in service

    By PS, January 31, 2022
    • 7 replies
    • 829 views
    • 
    • PS
    • February 7, 2022

14. Plan terminated mid-year - Question on census

    By Pammie57, February 2, 2022
    • 3 replies
    • 324 views
    • 
    • Nate S
    • February 3, 2022

15. Safe Harbor portion

    By PS, January 26, 2022
    • 4 replies
    • 225 views
    • 
    • PS
    • January 27, 2022

16. Successor plan

    By PS, January 27, 2022
    • 1 reply
    • 374 views
    • 
    • CuseFan
    • January 27, 2022

17. Successor Plan

    By PS, January 21, 2022
    • 8 replies
    • 656 views
    • 
    • PS
    • January 25, 2022

18. Termination - PBGC

    By PS, January 13, 2022
    • 4 replies
    • 261 views
    • 
    • PS
    • January 14, 2022

19. 16b indicator

    By PS, November 30, 2021
    • 8 replies
    • 539 views
    • 
    • PS
    • December 2, 2021

20. Excess contribution ( profit sharing)

    By PS, November 12, 2021
    • 23 replies
    • 859 views
    • 
    • PS
    • November 19, 2021

21. Qualified Replacement Plan More Than One

    By Ananda, November 18, 2021
    • 0 replies
    • 158 views
    • 
    • Ananda
    • November 18, 2021

22. Plan term < restatement period; restatement needed?

    By TPApril, November 13, 2021
    • 3 replies
    • 822 views
    • 
    • ugueth
    • November 16, 2021

23. Partial Plan Termination

    By Pammie57, November 15, 2021
    • 3 replies
    • 355 views
    • 
    • Luke Bailey
    • November 16, 2021

24. Volume Submitter Plan Termination

    By Ananda, November 11, 2021
    • 8 replies
    • 582 views
    • 
    • Luke Bailey
    • November 16, 2021

25. 401k limit

    By PS, November 11, 2021
    • 6 replies
    • 563 views
    • 
    • Luke Bailey
    • November 13, 2021