Guest shafter Posted October 11, 2001 Posted October 11, 2001 Nothing like doing things at the last minute!! I have self-employed doctor with leased employees. Plan is considered part of control group. All non excludable leased employees (all NHCE) benefit under another plan. The question is can I use exception D under question 3 or do we need to run through the numbers in part 4 even if the result is 100%? On Form 5500 questions 6 & 7 should we report just the self- employed doctor or include leased employees covered under the other plan?
Kristina Posted October 11, 2001 Posted October 11, 2001 Maybe this will help. The 5500 is filed for the plan, so each member of the controlled group with a plan will file a 5500. Indicating that the plan is a member of a controlled group in Item 8 will explain any discrepancies between Items 6 and 7 and Sch T. (There is no tie between Items 6 and 7 and the Sch T in the EFAST processing.) The Sch T is for the coverage test of the plan which requires that all employees of the controlled group be included in the testing. Kristina
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