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Form 5310-A

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We are contemplating merging several old inactive DC plans into a single plan for administrative convenience. Other than the example given in the instructions for Form 5310-A of a money purchase plan with an oustanding minimum funding waiver, is there any other situation where a 5310-A would be required? The assets will be combined to form the assets of the merged plan, and each participant will have the same account balance after ther merger as before.

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So should I feel reassured that after over 40 people viewed my initial post and none of them replied with any other examples of situations where a 5310-A must be filed upon the merger of DC plans, that there are no situations than the one "example" the IRS provides in the instructions?

Plase say yes....... :rolleyes:

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I think I would look at the situation in reverse. Does my situation fall under one of the examples given under "Exceptions from Filing" in the instructions? If not, I would file.

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