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Found 2 results

  1. Is as loan used to acquire stock for a leveraged ESOP reflected on Form 5500, Schedule I under total plan liabilities? From what I could find my conclusion would be "no." But, I don't see anything definitive in the Form 5500 instructions. Thanks.
  2. This is the first year we are filing the form 5500. We went to self-funding last year. There are many different rules that we are trying to decide if we have to file and if so what form. We had 70 participants at the beginning of the year, and benefits are paid as needed from the general assets of the employer, and monthly contributions from employees. We also have purchased a stop loss contract through an insurance carrier. From what I am reading we either do not have to file any forms, or can file the 5500-SF, or 5500 with Schedule A and/or schedule I (small plan). We did receive a schedule A after asking the TPA for the information. I am just not sure what or if we need to file. Any suggestions or help would be appreciated.
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