Dougsbpc Posted April 26, 2019 Posted April 26, 2019 A one participant plan is late in filing 2016 and 2017. The prior TPA always filed a Form 5500-SF for one participant. In reading the instructions on the DOL website, they make it clear that non-ERISA plans cannot file under its DFVC program. Under the Non-ERISA delinquent filer program, they only accept forms 5500-EZ. I suppose we could file 2016 and 2017 as 5500-EZs even though SF's have been filed through the life of the plan. Anyone see problems with that?
justanotheradmin Posted April 27, 2019 Posted April 27, 2019 No problem with it. I think it happens regularly. I'm a stranger on the internet. Nothing I write is tax or legal advice. I'd like a witty saying here, but I don't have any. When in doubt, what does the plan document say?
thepensionmaven Posted May 11, 2019 Posted May 11, 2019 This does happen quite a bit. We have filed as EZs as the fee is less; $500 each year vs $750. The file SF for the future.
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