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October 14, 2024

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

metsfan026 created a topic in Defined Benefit Plans, Including Cash Balance

Filing Form 5500 for Frozen CB Plan

"Is there anything special to do to file a Form 5500 for a Frozen Cash Balance Plan? It is fully funded (assets exceed the liabilities) OR do we just file it with no contribution requirements for the year?"

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metsfan026 created a topic in 401(k) Plans

Form 5500 Schedule I Question (Late Contributions)

"We have a client that has been chronically late with their contributions in the past few years (all of the interest is being paid in '24). On Schedule I Question 4a, what would be included: -- Would it be just the contributions for the current year? -- Would it be all contributions for the prior year(s) where interest had not yet been paid? I believe it's the second one, even though the contributions had been paid in the year. Since the participants had not yet been made whole, all contributions should be included. I just wanted to confirm."

No replies yet   |    Click Here to Add a Reply

SSRRS created a topic in Form 5500

All of Florida Now Extended Past Oct 15

"The extension applies now to ALL of Florida (all counties)."

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SSRRS created a topic in Form 5500

Writing in Info the EZ That Is Mailed to IRS

"If forgot to answer the new compliance question number 12 re the preapproved document letter serial number. CAN it be written in, as EZ are mailed and not scanned?"

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SSRRS created a topic in Retirement Plans in General

Are Trust Beneficiaries Considered Owners of Corp and Therefore HCE?

"Trust owns S corp. The Pres and Sec of the S corp are the beneficiaries of the trust. Are they therefore considered owners of the S corp and therefore they are HCEs regardless of their salaries being only 100K?"

6 replies so far   |    Click Here to Add a Reply

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