ERISA Services, Inc.
Bates & Company
Carpenter Morse Group
Hochheiser Deutsch & Co, Inc.
Trucker Huss, A Professional Corporation
Compass Retirement Consulting Group, Inc.
Retirement Plan Consultants
Loren D. Stark Company
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|Family Attribution for 2% S Corp Shareholders Expands Use of Form 5500-EZ as a 'One-Participant Plan'|
BenefitsLink Message Boards
Jan. 15, 2021
"The instructions to Form 5500-EZ make it pretty clear that IRS considers a plan wherein the husband AND wife together own 100%. What about attribution -- wouldn't the spouse of the owner be counted as an owner? Or the daughter of an owner if she is a stockholder?"
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