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abanky

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Everything posted by abanky

  1. Has anyone had to do a FASB 35? and if so, what is it and where can I get a detailed info or worksheet for it? Andrew
  2. Assuming a profit sharing plan allows a Hardship Withdraw, What are the IRS regulations on future contribution and what amount might be withdrawn(principal or principal + gains)?
  3. Thank you, ABanky
  4. Do i need to file a Schedule A with a 5500-EZ when a plan is funded by an insurance policy? The instructions say that only schedules B, E, or P have to be filed with a 5500-EZ, which makes sense to me, but the administrator before me had filed a Schedule A with the 2000 5500-EZ. Any thoughts? Thanks in advance. ABanky Also, if I do indeed need to file a schedule A, would I have to file one if the plan was terminated and all policies were cancelled by the end of the year.
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