Jump to content

5500-EZ


Recommended Posts

Guest widget75
Posted

---One person Keogh

----with Money Purchase Plan and Profit Sharing Plan

---Do the assets of the Money Purchase Plan and Profit Sharing Plan have to be added together for the $100,000 or $250,000 limit requirement for filing 5500-EZ or are they treated as separate plans?

---I would be OK for the $250,000 limit for the last three years if added together.

---Is there a statue of limitations for Keogh plan audits for one person or sole proprietor? Does this follow the 3 year IRS audit time period?

---If I am above the $100,000 limit for some years, what procedure can be used to correct the filing of the 5500-EZ.

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