Dougsbpc Posted August 23, 2006 Posted August 23, 2006 In reading the 2006 schedule B instructions, it indicates " The Schedule B does not have to be filed with the Form 5500-EZ. However, the funding standard account for the plan must continue to be maintained, even if the schedule B is not filed" Under What to file (5500-EZ instructions) Note. Effective beginning with calendar plan year 2005, filers of Form 5500-EZ are no longer required to file any schedules or attachments (including the schedule B) with the Form 5500-EZ. Filers, however, must collect and retain completed and signed Schedule B, if applicable. Does this mean the "retained" schedule B must be signed by the due date of the filing? It would be great if it did not matter when the B was signed.
WDIK Posted August 23, 2006 Posted August 23, 2006 http://benefitslink.com/boards/index.php?showtopic=32103 ...but then again, What Do I Know?
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