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Posted

I think I have read the instructions to the 5500 so many times that I have talked myself into circles.  I know how to file traditional corporate type MEPs with the new Schedule MEP, my questions is regarding PEPs and PEO Type Plans with DFEs that are not a DC Group of Plans (GoPs) filing on DCG.

The PEPs and "open" MEP type arrangements have a DFE, but on Part 1(A) of the 5500 - is the DFE box checked for all group type arrangements, Code D?  True for PEPs and GoPs alike? I could not tell if PEPs also filed using the DFE box with Code D from the instructions.

I think that the 5500 instructions collectively refer to these as "defined contribution groups" (in my head that is a GoP filed on DCG).

So PEPs and PEO type MEPs would also complete Schedule D (Part I & III) plus Schedule MEP - is that correct?

If there is anything I am missing, just let me know. TYIA!

Posted

Answered my own question:

MEPs & PEPS all use the Multiple-Employer Box with a DFE identified on Schedule D (if applicable) and Schedule MEP

DC Group of Plans use the DFE box Code D and Schedules DCG

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