BG5150 Posted 3 hours ago Posted 3 hours ago If the plan covers a 100% owner and spouse can/should we use code 3B on the 5500-SF? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
CuseFan Posted 1 hour ago Posted 1 hour ago If considered self-employed (sole prop Sched C), yes. Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
C. B. Zeller Posted 6 minutes ago Posted 6 minutes ago If the plan covers only a 100% owner and their spouse, then they should be filing a 5500-EZ, not SF. Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co
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