Why You Should Sponsor A Qualified Retirement Plan
Created with the best plan design and ERISA expertise, our service can help Plan Sponsors attract, retain, and reward the talent employers rely on every day.
We offer a revolutionary way for you to get more out of your retirement plan. Our
experienced team offers innovative plan design that provides employers with:
A dynamic recruiting tool
A powerful employee benefit
Allocations based on business-related
criteria, e.g., job description, compensation
level, or service length
Higher contributions to select employees
Tax savings through deductible contributions
Challenge our team! Call today at 800-622-2411
or simply click on the 'Quote'
link to provide the necessary data.
Filing Requirements: Annual filing
of Form 5500 may or may not be required.
Not Have To File
You do not have to file Form 5500-EZ (or Form 5500) for a plan year
(other than the final plan year) that begins on or after January 1,
2007, if you meet the five conditions above and you have one or more
one-participant plans that separately or together had total assets of
$250,000 or less at the end of that plan year.
Example for plan years beginning on or after January 1, 2007.
If total assets in a plan (or in two or date more plans, separately or
together), that otherwise
satisfies the requirements for filing the Form 5500-EZ, exceeded
$250,000 at the end of the 2007 plan year, a Form 5500-EZ must be filed
for the 2007 plan year.
Final plan year. All one-participant plans should file the Form
5500-EZ for their final plan year indicating that all assets have been
distributed. The final plan year is the year in which distribution of
all plan assets is completed. Check the “final return” box at the top of
Form 5500-EZ if all assets under the plan(s) (including
insurance/annuity contracts) have been distributed to the participants
and beneficiaries or distributed to another plan.
For Professional Consultation Services Contact:
Executive Benefit Plans, Inc.
1186 Route 56 East
Apollo, PA 15613-9725 USA
Phone: 800-622-2411 or Fax: 724-478-1688
To Open, Review, and/or Print our Corporate Brochure -
Successor Plan Rule
provided for review and consideration only. Please consult legal and tax
practical advice pertaining to your business and personal situations.
This page was last reviewed and/or updated
Friday, July 03, 2015 05:21 PM