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Found 1 result

  1. katie58

    Late 5500?

    katie58 posted a topic in Form 5500

    We have a client that merged their plan. The merger was to take place on 9-30. However assets were not transferred until 10-1. What would be the correct date used to consider the filing deadline? 9-30 or 10-1? The old vendor is stating they were not aware that the plan experienced a merger and did not file the extension. They clearly received a letter indicating it was a merger from the successor trustee. Thanks!
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