Message Boards Digest

April 22, 2021

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

BG5150 created a topic in Correction of Plan Defects

Salary Deferral Excess Corrected Under EPCRS -- What 1099-R Code to Use?

"Participant is allowed to defer more than the 10% limit that the plan allows. Not catchup eligible. Per EPCRS, and Excess Allocation arising from a deferral must be distributed to the participant. What 1099-R code is used on that distribution?"

2 replies   |    21 views   |    Add Reply

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Tax Cowboy created a topic in Employee Stock Ownership Plans (ESOPs)

Seeking a Sample SCP Document for an ESOP

"I'm drafting a Self Correction Plan (SCP) to correct insignificant operational failures for an ESOP and looking to see if anyone has a sample (redacted?) document they're willing to share. Also looking for a robust article on SCPs -- its history and recent changes (including Rev. Proc. 2019-19). Willing to pay if needed."

0 replies   |    12 views   |    Add Reply

SG created a topic in Form 5500

Handling Covered Family Members in Completing Schedule A

"Could you help me understand two questions with regard to health insurance plans? [1] Should premiums for covered family members be counted in the premiums paid to insurers? [2] Should covered family members be counted in the number of participants?"

2 replies   |    30 views   |    Add Reply

5500sorBust created a topic in 401(k) Plans

Plan's Custom Fund Uses 'Eligible Plan Assets' -- Use Form 5500-SF or Schedule I?

"If a plan (under 100 participants) has a custom fund, and all assets within that fund are 'Eligible Plan Assets' as defined in the Form 5500 instructions, would they still be able to file the 5500-SF? Or would they be required to file Schedule I?"

5 replies   |    34 views   |    Add Reply

Vlad401k created a topic in Distributions and Loans, Other than QDROs

Hardship Distribution for Three-Year-Old Medical Bill?

"A participant had a medical expense about 3 years ago. He has not paid the bill and it's now in collections. Can he request a hardship distribution request for this expense?"

0 replies   |    9 views   |    Add Reply

Pammie57 created a topic in Form 5500

Schedule D Needed for Form 5500-SF Here?

"I am preparing a Form 5500-SF for a 401k plan with only 47 participants. The asset platform provided information for Schdule D & C. I know I don't need to attach a Schedule C, but I am second guessing about whether I need to prepare and attach the Schedule D to the 5500-SF."

1 reply   |    14 views   |    Add Reply

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Sikich LLP
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Centers for Medicare & Medicaid Services [CMS]
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