retbenser Posted July 1, 2011 Posted July 1, 2011 Where do we indicate on Form 5500 SF/EZ that the plan is a 412(e)(3) and is exempt for Schedule SB? Thanks for all responses.
DMcGovern Posted July 1, 2011 Posted July 1, 2011 I asked a similar question under the Form 5500 forum. 412(e)(3) plans are supposed to have limited reporting requirements on the form, but there doesn't seem to be any way of indicating this plan type on the form.
Gary Posted July 1, 2011 Posted July 1, 2011 it doesn't appear that there is any place on the 5500EZ to indicate that the plan is exempt from sb
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