Pammie57 Posted July 23, 2021 Share Posted July 23, 2021 A 401k was effective as July 1, 2020. It had only two participants (non-spouses). They put deferrals into the plan for a couple of months , but then terminated the plan as September 15,2020. They took distributions before year end (12/31)... .Do we have to file a 5500-SF? If so, do we file it as the first and final all on the same form? Link to comment Share on other sites More sharing options...
Lou S. Posted July 23, 2021 Share Posted July 23, 2021 Yes, you have a first and final Form 5500 return. Form was due April 30, 2021 if distributions were in September. Link to comment Share on other sites More sharing options...
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