KateSmithPA Posted September 26, 2012 Posted September 26, 2012 I attended the advanced pension conference in Chicago and learned during one of the sessions that a plan that holds certain unusual assets, such as collectibles, cannot file a 5500-SF, but must file a Form 5500 instead. Does this apply to a plan that files a 5500-EZ? Thank you. Kate Smith
ETA Consulting LLC Posted September 26, 2012 Posted September 26, 2012 Does this apply to a plan that files a 5500-EZ?Thank you. No. The 5500-SF and other filings are for plans subject to ERISA. The 5500-EZ is only for a plan that is not subject to Title I of ERISA. Good Luck! CPC, QPA, QKA, TGPC, ERPA
masteff Posted September 26, 2012 Posted September 26, 2012 I'd also note: The SF instructions state you can only use that form if the plan meets certain requirements including: "Have 100% of its assets invested in certain secure investments with a readily determinable fair value". The EZ instructions have no corresponding note. Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
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