Jump to content

Recommended Posts

Posted

First time I have had to file a 5500 for a controlled group. I have one controlled group with every company adopting the same plan. Do I file one 5500 for the plan or a 5500 for each member of the controlled group?

Posted

We file one 5500 - parent company sponsors plan and all subsidaries have adopted as participating employers. Do this with 401(k) and separate profit sharing plan.

JanetM CPA, MBA

Posted

Would anyone feel different with this scenario. There is one plan document. In the plan document there is an different allocation formula for each controlled group employer. This got me to thinking that you could perceive this as being as more than one more plan thus requiring a 5500 for each employer. Any thoughts are appreciated.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use