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Posted

A plan has 1 active participant who is 100% owner. However, the total participant count is 2 (one owner + another employee who still has a balance, is not an owner, but is terminated). Would a Form 5500-EZ or 5500-SF be filed?

 

Thanks.

Posted
43 minutes ago, BG5150 said:

SF

Or plain ol' 5500 + attachments if the assets are not in 100% qualifying vehicles.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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