thepensionmaven Posted October 13, 2013 Posted October 13, 2013 If the plan sponsor decided to file Form 5500-SF instead of 5500-EZ - which did not require that Schedule SB be filed with 5500-EZ, doesn't a Schedule SB now have to be filed if they go ahead and file 5500-SF???
Flyboyjohn Posted October 13, 2013 Posted October 13, 2013 No, see 5500-SF instructions, don't file SB just keep signed copy on file (same as 5500-EZ)
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