Guest Bearlee Posted March 13, 2007 Posted March 13, 2007 I have a 1 person DB plan (can't file Form 5500 EZ because there is another entity in the control group, even though controlled by him) that was frozen and terminated pending 5310 application as of 12/31/05. We received the favorable determination letter. We're in the procees of distributing all the assets. We filed a Schedule B with the 2005 Form 5500, right before the rates changed due to the PPA. Do we have to file Schedule Bs for 2006 (pending termination) and 2007 (got favorable letter so now we can terminate)? Thank you for the help - it will be much appreciated.
D Syrett Posted March 13, 2007 Posted March 13, 2007 No. You are not required to file a Sched B beyond the plan year of termination - since the plan is not subject to minium funding beyond that year.
Guest Bearlee Posted March 13, 2007 Posted March 13, 2007 No. You are not required to file a Sched B beyond the plan year of termination - since the plan is not subject to minium funding beyond that year. Excellent stuff. Thank you.
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