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Final Filing Form 5500-EZ - Distributions?


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Posted

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?

Posted
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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