JMP Posted September 4, 2020 Posted September 4, 2020 Do you need to report the Distribution Total for the plan participant on the Final FOrm 5500-EZ? 1 person plan, terminated plan, rollover all assets to IRA....do I report the rollover assets on Form 5500-ez somewhere, or just simply put $0 at the end of the year? When do you use the Total Plan Liabilities in Part III?
Bird Posted September 4, 2020 Posted September 4, 2020 1 hour ago, JMP said: simply put $0 at the end of the year? yes 1 hour ago, JMP said: When do you use the Total Plan Liabilities in Part III? When there are liabilities (rarely if ever) - not now. Ed Snyder
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