TPApril Posted September 18, 2021 Report Share Posted September 18, 2021 As of 1/1, a company changes its name and as well as the plan's name. FIling 5500 for the prior 12/31 pye before such changes take effect. I'm thinking 5500 is filed with original plan name, but with new plan sponsor name. Then the following year the plan name is updated on the 5500. I could be off base here. Link to comment Share on other sites More sharing options...
Bill Presson Posted September 20, 2021 Report Share Posted September 20, 2021 As long as the EIN and plan number are correct, I wouldn't lose sleep whichever way you do it. Luke Bailey and Eve Sav 2 William C. Presson, ERPA, QPA, QKAbill.presson@gmail.com C 205.994.4070Connect on LinkedIn Link to comment Share on other sites More sharing options...
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