TPApril Posted May 28, 2014 Posted May 28, 2014 Case: Plan Sponsor of PS plan has always been husband/wife and always filed 5500EZ. Have not restated plan since non-standardized prototype which received DL in 1995, document signed in 1997. Question: Is it satisfactory to restate the plan to a new prototype and submit VCP with Appendix C Part II Schedule 2?
ETA Consulting LLC Posted May 28, 2014 Posted May 28, 2014 No, you must restate to a GUST AA, then an EGTRRA AA. Good Luck! CPC, QPA, QKA, TGPC, ERPA
TPApril Posted October 7, 2014 Author Posted October 7, 2014 So they are submitting a VCP for missed GUST and EGTRRA. Having also missed the amendments since (415, ppa, heart, wrera), it appears they can file on the same VCP? But how do you calculate fee? $375 + 750*.5 = $750?
ETA Consulting LLC Posted October 7, 2014 Posted October 7, 2014 $750 flat. You're using schedules 1 & 2. Good Luck! CPC, QPA, QKA, TGPC, ERPA
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