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5500 Part Count with Corrective Amendment


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If you have a corrective amendment completed after the IRC 412(d)(2) election period (2.5 mos after PYE), you cannot use the corrective amendment on the Valuation for funding but can still/must correct the discrimination testing by the 11(g) deadline (9.5 mos after PYE). On the Form 5500 if the corrective amendment brought in an additional participant to pass testing do you show a different higher participant count on the Form 5500 than you do on the Schedule B ?  Any problems showing a different participant count on the Form 5500 than the Schedule SB ? Thanks in advance.

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  • david rigby changed the title to 5500 Part Count with Corrective Amendment

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