drakecohen Posted May 30, 2023 Posted May 30, 2023 If the rank and file employee terminates and gets paid out during 2022 leaving only the owner/sponsor as a plan participant as of 12/31/22 would the filing for 2022 be a 5500-SF or 5500-EZ? Would it matter if the terminated participant got a contribution for 2022 thus benefiting under the plan for 2022?
Popular Post WDIK Posted May 30, 2023 Popular Post Posted May 30, 2023 If a nonowner employee is a participant at any point during the plan year, Form 5500-SF should be used. Bill Presson, Bri, CuseFan and 2 others 5 ...but then again, What Do I Know?
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