D Syrett Posted January 28, 2016 Posted January 28, 2016 At 1/1/2015 two active participants. One participant terminates in 2015 and is fully paid out in 2015 so that there is one remaining participant as of 12/31/2015.
K2retire Posted January 28, 2016 Posted January 28, 2016 Was the terminated participant a business owner?
mphs77 Posted January 28, 2016 Posted January 28, 2016 I don't believe you can file an EZ for 2015 as the Plan had a non-owner participant at some point in 2015. K2retire and Lou S. 2
D Syrett Posted January 28, 2016 Author Posted January 28, 2016 I found in an old set of Sal Tripodi's ERISA series: that the determination is made as of the first day of the plan year - which would lead to an answer agreeing with you. Any contrary answers from anyone?
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