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Schedule SSA for merged plans


JanetM

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Have three DB plans merging effective 1/1/02.

Question regarding the SSA for Plans A, B and C for 2001 - do I show term vested/paid out as code A/D for the final 5500 SSA ? Then for new plan, on 2002 filing show all the code A's from three plans previous years as code C's.

Just confused on the timing - want to make sure I do this right.

JanetM CPA, MBA

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