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James Shen

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  1. @Bri I have not seen the final 5500 so I can't say for sure. But great question and I will ask to see it to confirm.
  2. @CuseFan Thank you! The TPA for B's 401(k) Plan said the same thing. My client wanted my input, but as a financial advisor, this is a little out of my comfort zone so I thought I'd ask this group. I agree with your assessment.
  3. My client (company A) acquired a company (company B) in 2021. 2022 was the final year of B's 401(k). Since it was a SH plan with a generous plan design, ERISA counsel told us we could not merge the plan until end of year, 2022. Totally fine. Blackout started for participants on 12/28/2022 and the final asset transfer happened on 01/05/2023. Are we able to file the 2022 5500 as the final 5500 and mark that all assets have been transferred?
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