New Plan 5500 Dates

[Guest MCarey1]

I have a plan with an effective date of 8/8/2001.

Do I indicate in Part 1 that the plan year begins 8/8 and ends 12/31. Then indicate a short plan year and indicate it is the first return filed.

Relius does not seem to like this approach.

[Guest Emiliano]

Does the plan document specify a plan fiscal year?

[Guest MCarey1]

Yes it does. 1/1 to 12/31

[Guest Emiliano]

I think you have it right then. I don't know why Relius would object.

[Guest PDDeBoy]

Agree with Emiliano. It is actually most common to hae the first plan year be the one filed as a short plan year.