Can one file 5500-EZ before SB is signed?

[Jakyasar]

Asked by someone as i never heard of this before.

Can they file the 5500-EZ before certifying schedule SB?

Thanks

[SSRRS]

On 10/1/2022 at 12:34 PM, Jakyasar said:

Asked by someone as i never heard of this before.

Can they file the 5500-EZ before certifying schedule SB?

Thanks

Question 10a of the EZ pertains to information that would be taken from the SB. 

[Nate S]

Yes, the 5500EZ instructions say that the SB must be completed before the filing due date, not the filing date itself.

"If the plan is a defined benefit plan, the enrolled actuary 
must complete and sign the 2021 Schedule SB (Form 5500) 
and forward it no later than the filing due date to the person 
responsible for filing Form 5500-EZ."

You may have to amend based on your reported 10a vs the completed SB.

[Jakyasar]

That is my understanding as well (I never do it that way but checking for someone)

So can file EZ today and certify SB by 10/15.

[C. B. Zeller]

This is what the Form 5500-EZ says right above the signature line:

Quote

Under penalties of perjury, I declare that I have examined this return including, if applicable, any related Schedule MB (Form 5500) or Schedule SB (Form 5500) signed by an enrolled actuary, and, to the best of my knowledge and belief, it is true, correct, and complete.

So I don't see how a plan administrator could sign a 5500-EZ before the Schedule SB has been signed without perjuring themselves.