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Posted

Tried to find this. Actually went to the 2009 instructions before I got on here. I'm also not sure if this should be a 5500 or DB question.

At any rate, for 2009 do one man DB plans file a 5500 or an EZ with their Schedule B? Yes, I know it's supposed to be called something else.

thanks

Christopher

Posted

The guidelines for filing a Form 5500-EZ for a defined benefit plan are the same as for other qualified retirement plans.

...but then again, What Do I Know?

Posted

In point of fact, you actually don't even file the B/SB with the 5500EZ anymore (although it is still prepared by the actuary and provided to the client).

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