Message Boards Digest

September 8, 2020

Here are the most recently added topics on the BenefitsLink Message Boards:

JMP created a topic in Form 5500

Filing a Final Form 5500-EZ - Where to Report Final Distributions?

"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?"

2 replies   |    40 views   |    Add Reply

thepensionmaven created a topic in 401(k) Plans

Can Owners Waive Top-Heavy Contributions?

"My client maintains a cash balance and PSP. Plans were top heavy for 2018, so the TH contribution has to be made. Plan calls for both HCE and NHCE to get TH, which is provided in the PS. DB has been funded for 2019 and has terminated 2/28/2020. Can the owners waive the contribution to the PSP if money is an issue?"

1 reply   |    58 views   |    Add Reply

Kimberly Valentine-Pierrot created a topic in Defined Benefit Plans, Including Cash Balance

Filing Deadline for Final Form 5500 for DB Plan Having a Short Plan Year

"Can someone please offer clarification on the final filing deadline for a DB plan with short plan year and extension? The short plan year is for 2020 and the assets were  liquidated on 2/7/2020. That said, without an extension, the 5500 is due by 9/7/2020, right? Also, would the 5558 need to use a plan year end date of 9/7/2020 with an extension date of 11/22/2020."

6 replies   |    77 views   |    Add Reply

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