Tag Archives: defined contribution plan

Small plans are plans that have less than $250,000 in assets and have been recently implemented. The Internal Revenue Service (IRS) issued a report in late 2013 after an examination of approximately fifty Form 5500 returns of defined contribution plans with: assets valued between $100,000 and $250,000; a plan effective date of January 1, 1997Continue reading “Issues With Defined Contribution Plans That Have Less Than $250,000 in Plan Assets”