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Plan Term and Form 5500


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Guest acwallace
Posted

I have a plan that distributed all assets as of 7/31/02. We just filed 2001 Form 5500 just before then. I want to file the final 5500 form now. Do I use the 2001 forms and cross out the date in red ink?

Posted

The 2001 instructions said, "If the 2001 Form 5500 is not available

before the filing due date, use the 2000 Form 5500 and enter the

dates the plan or DFE year began and ended in Part I." I would do the same for 2002. I thought that the DOL also issued some guidance about marking up the dates....but I can't remember where.

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