Actuarial Outpost
 
Go Back   Actuarial Outpost > Actuarial Discussion Forum > Pension - Social Security
FlashChat Actuarial Discussion Preliminary Exams CAS/SOA Exams Cyberchat Around the World Suggestions

2017 ACTUARIAL SALARY SURVEYS
Contact DW Simpson for a Personalized Salary Survey

Reply
 
Thread Tools Search this Thread Display Modes
  #1  
Old 10-19-2013, 04:18 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.
Reply With Quote
  #2  
Old 10-21-2013, 12:41 PM
figure 8's Avatar
figure 8 figure 8 is offline
Member
 
Join Date: May 2008
Posts: 5,030
Default

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).
__________________
Quote:
Originally Posted by Listeria View Post
Your avatar indicates that you are a human being trapped in the body of a donkey, trying to burst out.
Quote:
Originally Posted by Listeria View Post
I don't think figure8 agrees with figure8 anymore.
Reply With Quote
Reply

Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off


All times are GMT -4. The time now is 06:24 AM.


Powered by vBulletin®
Copyright ©2000 - 2018, Jelsoft Enterprises Ltd.
*PLEASE NOTE: Posts are not checked for accuracy, and do not
represent the views of the Actuarial Outpost or its sponsors.
Page generated in 0.12534 seconds with 11 queries