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Old 10-19-2013, 03:18 AM
JessyR JessyR is offline
Join Date: Nov 2008
Posts: 20
Default Final SB required?

A single participant plan we administer terminated last year after the 2011 Schedule SB was filed. This is an EZ filer.

Is a final Sch SB required to be filed since the plan terminated and distributed benefits prior to 12/31/2012?

Thanks in advance for all help.
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Old 10-21-2013, 11:41 AM
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figure 8 figure 8 is offline
Join Date: May 2008
Posts: 5,181

I am assuming this was a calendar year plan.

If so, and if the plan had a termination date during 2012, then a 2012 SB should be filed.

The 5500/SB due date would be 7 months after the assets went to $0 (or 9 1/2 months with extension) - I believe you use the end of the month as the measuring date (for example, if assets were paid out 12-15-12, then you would take 7 months after 12-31-12 as the due date).
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I don't think figure8 agrees with figure8 anymore.
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