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Get and Sign Report Form 2018

Get and Sign Report Form 2018

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Filed for this plan a c enter the plan sponsor s name EIN the plan name and the plan number from the last return/report Sponsor s name Plan Name 4b EIN012345678 4d PN Total number of participants at the beginning of the plan year 123456789012 Number of participants as of the end of the plan year unless otherwise stated welfare plans complete only lines 6a 1 6a 2 6b 6c and 6d. This Form is Open to Public Inspection Pension Benefit Guaranty Corporation Part I OMB Nos. 1210-0110 1210-0089 Annual...
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Music today we're going to talk a little about filing form 5500 specifically form 5500 easy now 5500 EZ is the IRS and Department of Labor a filing requirement for single member that's one participant plans that have assets greater than 250 thousand dollars anything below that they are not required to file the form 5500 EZ anything above that they're gonna fall under the filing requirements one thing that's very important to note is that when you combine retirement plans and this is significant if you've got a cash balance plan along with the solo 401k if you combine that the requirements say that if the combination of the plans exceeds two hundred and fifty thousand dollars you'll have to file a 5500 easy for each of the plans and so often we see that slip through the cracks for example you might find someone who has a hundred and fifty thousand dollars in a cash balance plan and a hundred and ten thousand dollars in a 401k the combined amounts are two hundred and sixty thousand dolla

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