"Two questions: [1] If the only loans in a self-directed 401(k) plan have been deemed distributed in a prior plan year (not offset), is 10g answered yes or no? For example, the only loan in the 401(k) plan was deemed distributed in 2022 -- should 10g be yes on the 2023 Form 5500-SF? [2] Do outstanding balances for loans that have been deemed distributed (not offset) continue to be included in the amount on line 10g? I'm leaning towards yes, and yes, but I have nothing to back me up. Even though they are deemed, they are still participant loans, but since they are no longer reported as assets on the 5500... I'm torn."

"Is 2% shareholder S-Corp medical included in the definition of compensation for Cash Balance plan purposes? I include it for 401k plan purposes but does a CB plan exclude it? I'm getting some conflicting information from some TPAs."

"Does anyone know of a recordkeeper provider who can provide call center assistance in Mandarin and Cantonese?"

"FYI, the IRS posted Public Inspection Documents from [IRS] for final regs and proposed regs. Final regs are effective 60 days after they are posted in the Federal Register, and there is a comment period for the proposed regs that is open for 60 days after posting. For your summer reading enjoyment, the final regs document has 260 pages, while the sequel in the proposed regs is a mere 36 pages."