Loren D. Stark Company
Randall & Hurley, Inc.
EPIC Retirement Plan Services
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|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?"
|Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).|
|An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).|