What the heck is this??

[austin3515]

Does anyone know who would need to file the 5500-SUP? Ascensus had something in today's BL email. Is it only for special circumstances? Why would it not be incorporated into the existing 5500?

http://www.irs.gov/pub/irs-dft/f5500sup--dft.pdf

[austin3515]

From Janice Wegesin's web-site. Not very encouraging.

http://www.form5500help.com/

[Tom Poje]

I heard it was required for any plan with less than....

"one million dollars"

so only blame yourself. if you had taken care of Dr Evil we wouldn't have to put up with this.

..............

if you didn't notice, there is a thread about this under the 5500 board as well.

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I'm actually not sure what info Janice feels is not going to be simple to obtain.

section 4 - is the plan safe harbor or not, does it use current year testing

5 - how does the plan pass coverage

6 date of last amendment /volume submitter / serial number - since we are getting ready to restate, no excuse to not have that info in a good spot

7 applies only if ESOP

8 is plan a us territory

9 amount of contribution deducted - that might be a piece of info I have never requested

10 - unrelated business tax income - I could be wrong, but I would think that applies to very plans

11 how much in service distributions - that would be a change, but I think that is readily available on asset statements

[david rigby]

Similar (and longer) discussion here:

http://benefitslink.com/boards/index.php?/topic/56416-form-5500-sup/#.VE_cBE10yUk