Santo Gold Posted March 10, 2021 Posted March 10, 2021 For calendar year 2020, if a plan covers only 1 individual and that individual is not the owner or spouse, would they file a 5500(S/F) or a 5500-EZ? Thank you
BG5150 Posted March 10, 2021 Posted March 10, 2021 5500-SF or 5500 w/ Schedule I, depending on the nature of the assets. QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
CuseFan Posted March 10, 2021 Posted March 10, 2021 Probably not professional services then either and so subject to PBGC, yes? Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
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