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Participant count for a new plan on 5500 form
Bill Presson reacted to ESOP Guy for a topic
If I recall correctly we made the case they did not need an audit. They were never audited by the DOL so our case was never tested by them. We convinced the client they had dodged a bullet and worked with them to pay a lot of terms that year to get them well below the audit level Between the opinions we got here and whatever we saw in Sal's book convinced us they were not participants for 5500 purposes as of 1/1.1 point
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